To The Moon

$Apple(AAPL)$ People keep posting about the new phone, but it isn't really about the phone. Samsung already delivered that vision. This is about AI and a full vertically integrated package of software and hardware. There's more coming, and it's not tied to the phone. At $500, I'm sitting here thinking I was an idiot today for not going all in.

$Apple(AAPL)$ Going long here before this tornado hits. Wish me luck on both.

$Apple(AAPL)$  Everyone remembers how GME stock skyrocketed in 2021. It looks like it could be setting up for another surge.

$Teradata(TDC)$ California State Teachers Retirement System disclosed a new position in TDC stock, 3,308,555 shares valued at $114,000,000, all through open market transactions, according to their latest filing.

$SUPER MICRO COMPUTER INC(SMCI)$ The only undervalued player in AI, with $72B annual revenue targeted for FY2027. $NVIDIA(NVDA)$  $Palantir Technologies Inc.(PLTR)$  $Apple(AAPL)$  $Grayscale Bitcoin Mini Trust(BTC)$ 

$Micron Technology(MU)$ $NVIDIA(NVDA)$ $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $Apple(AAPL)$  For those who trade options heavily, I think that mindset is a losing proposition. I'm sticking with buying and holding good companies like MU and NVDA.

Agreed. I have said many times since 2022 that $NVIDIA(NVDA)$  was overpriced, and that it was better to sell chip designers and buy memory makers. That said, $NVIDIA(NVDA)$ 's price trends higher because it makes higher EPS every quarter. Since memory prices will go up, more people are rushing to buy sooner. Also, $NVIDIA(NVDA)$  was trading in the middle of the range over the last 4 quarters, and this quarter it is at the bottom of the range. $NVIDIA(NVDA)$  is much cheaper than $Apple(AAPL)$ , and it barely dropped.

$Apple(AAPL)$ Tim Cook has been a safe bet for years, never really taking big risks to push a new major growth pipeline. With him stepping down and John taking over, this could mark the start of a new horizon.

$Apple(AAPL)$ Would like to see it open above 311, the level it couldn't break today. Hopefully a good market pushes it to 317-320, with a fight for 340 by end of week possible, but tomorrow's move matters most.

$Apple(AAPL)$ I don't really get why AAPL is trading this low today. The company keeps buying back shares almost every quarter and still pays dividends. Their consistency is hard to match.