To The Moon

People are worried about Anthropic, but they forget that $Microsoft(MSFT)$  has a $5 billion investment in Anthropic too. They are in a position where heads I win, tails I win more.

I tend to think that $Apple(AAPL)$  will keep beating earnings, continue to use AI from others, have one of the best margins in the world, and they are already pivoting to maintain margins.

$Apple(AAPL)$ The talk on AI keeps flip-flopping: too much, too little, too much spending, too little spending, too early, too late. Analysts really ought to make up their minds and cease pumping and dumping solid earning stocks.

$Microsoft(MSFT)$ Stock is down because they can't keep up with demand? It's a gift at this price.

$Apple(AAPL)$ This is a pre-market head fake. When the NASDAQ is up this much pre-market, it often turns green at or shortly after the open.

$Apple(AAPL)$ $Air France-KLM(AFRAF)$  and $Air Canada(ACDVF)$  have specials for those wanting to leave.

$Apple(AAPL)$ 's Apple Pay support for mainland China. That's quite a big deal. They will love Apple Pay. Apple Pay is the best.

$Apple(AAPL)$  I note that Apple prevailed against AliveCor's antitrust suit appeal regarding the Apple Watch heart rate feature.

LT investors should be delighted that $Apple(AAPL)$ 's Apple Card is with JPM.

$Apple(AAPL)$ 's products hook young folks and women completely! Second graders have iPhones! Married women spend hours scrolling through neighbours' holiday snaps on social media. I see no change at all—only escalation! Cheers to $Apple(AAPL)$ !