$SpaceX(SPCX)$ Starship is less than 24 hours away from making history. This flight is so big it could affect all of SpaceX and $Tesla Motors(TSLA)$ combined. $300
$Apple(AAPL)$ The new Mac Mini and Mac Studio started shipping this week. They should do well. Apple is pitching scalability of on-device AI models as chips share common principles and designs. Last year, the devices flew off the shelves once the industry discovered that Mac Mini and Mac Studio systems deliver maximum AI performance when clustered together by combining unified memory pools and using Remote Direct Memory Access over Thunderbolt 5 connections. This enables fast data transfer between CPUs, GPUs, and storage, reducing the time it takes to move large amounts of data required for AI training and inference and creating a personal desktop data center.
$Apple(AAPL)$ The stock has been playing out a very predictable intraday pattern lately. Most of the move happens before the market opens, and then it gets reversed hard. After that, it just chops sideways below the short term moving averages until the close.
$AppLovin Corporation(APP)$ It's the same pattern seen with $Salesforce.com(CRM)$ and MSFT. A cash cow gets written off, then it rips back up. I made a nice return on that setup, and I expect the same here. This looks like a straightforward trade.
$Microsoft(MSFT)$ $Amazon.com(AMZN)$ $Alphabet(GOOGL)$ $NVIDIA(NVDA)$ Anthropic just released Claude Opus 5.5 with Fable-level performance at 40% lower cost than the previous Opus. This is their first model since the public call to slow down frontier development. Actions still moving faster than the rhetoric. Cheaper high-end models mean more volume, more cloud usage, and more pressure on the rest of the industry to keep pace.
$Microsoft(MSFT)$ Azure is booming and it's only getting started. My company just switched to it. The recurring revenue and growth potential here looks strong.
$Tesla Motors(TSLA)$ I have a feeling TSLA is going to pop over the next couple of weeks. With gas prices this high, it doesn't really make sense, and last week was pretty frustrating, so I think a lot of people probably sold.