$Microsoft(MSFT)$ I think a 5% gain for MSFT by year-end is highly likely. Even with the broader market's volatility, Microsoft feels like a safe haven. The chance for stronger returns there seems better than what you'd typically get from a long-term Treasury bond ETF.
$Apple(AAPL)$ Some people just drew some Fibonacci lines and called it a day. Others have been posting blood emojis multiple times since the market opened, thinking they had it all figured out. This is all happening while the stock bounced off the $310 level twice, and on about half its normal volume. Meanwhile, most seem to have missed the actual tape: a 3,506 contract put sell at the $310 strike and an 8,846 contract call buy at the $320 strike, both expiring this Friday. Someone put nearly $10 million on AAPL closing above $320 in a few days. I think there's a chance we could see $317 or higher by Friday.
$Apple(AAPL)$ Apple is reportedly planning its most extensive hardware lineup ever for 2027. It's the kind of roadmap that immediately draws attention in the tech space. From what's being outlined: - Multiple product cycles could converge into a single, heavy release window. - New iPad Pros and a redesigned entry-level MacBook Pro are on the list. - The M7 chip is being fast-tracked, potentially skipping the higher-end M6 Mac lineup entirely. - A second-gen iPhone Air and an anniversary iPhone are in the pipeline. - A foldable iPhone and Apple's first smart glasses are also reportedly under discussion. If even a portion of this materializes, it would signal a clear shift for Apple back towards a more aggressive product cycle. It's not just ab
$Apple(AAPL)$ The revenue decline wasn't a surprise, and that's why the stock fell from $400 to $145. With stronger earnings consistency now, a move back to $260 seems realistic.
$Nike(NKE)$ $Apple(AAPL)$ $Amazon.com(AMZN)$ Private equity with Apple/Cook and especially Amazon might take a significant chunk and invest in NKE ads, a natural sales inventory outlet. I expect it to crack 50+ this week! Consider getting long before EPS tomorrow. Tim bought at much higher prices, and there's no way this isn't a $75 stock within a year.
$Microsoft(MSFT)$ You don't buy the exact low. That takes luck. You buy the zone. Currently, MSFT has been selling off for 14 days. It's been in the capitulation zone for several days now, and the selling pressure looks exhausting. It may take another couple of days, but MSFT has always reversed and moved higher after a correction. We are in the latter stages of this correction. We are in the process of flushing out weak hands. This is not a fly-by-night company. For those who bought near the highs, it's tough, but these are low levels. You don't sell at the lows; you consider buying. Doesn't matter if you don't catch the absolute bottom. After 14 days of selling, we are near the end of this move.
$Amazon.com(AMZN)$ Currently operates around 9GW of power capacity. $Microsoft(MSFT)$ is around 5GW. $Alphabet(GOOGL)$ is also near 5GW. $IREN Ltd(IREN)$ currently has about 5.8GW of contracted power. On a relative basis, that puts IREN in the same conversation as some of the largest hyperscale operators when it comes to power-backed AI infrastructure exposure. The key takeaway is scale: in AI, power capacity is becoming a direct proxy for future compute growth. As demand for data centers accelerates, contracted power becomes a strategic asset rather than just an operating input. That's why
$Apple(AAPL)$ Low investor expectations create a favorable setup for a narrative re-rating. A polished AI platform and a clear Agentic vision could push valuation to $365-$385, with upside to $440.
$NVIDIA(NVDA)$ Bulls can look forward to this: NVIDIA has historically had strong performance in July, posting positive returns in each of the last ten years with an average gain of around 10.7%.