To The Moon

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Apple(AAPL)$ AI is everywhere now. Siri was trained on Google Gemini and can now do everything Gemini can do in iOS 27. It's pretty amazing to talk to your phone and have it find emails from 10 years ago or answer wild questions from photos, just to name a few things.

$Meta Platforms, Inc.(META)$ Meta is building a private ocean backbone while the feed stares at Muse. Petal: 4,300 miles, France to the US, 1 petabit per second, 2029. First petabit-class transoceanic cable. NEC and Sumitomo on the build. Project Waterworth: 31,000 miles, 5 continents. 2026 capex: $130B to $145B. Stop renting bandwidth. Own the pipes that move AI traffic. Same physical race as $Alphabet(GOOGL)$  and MSFT. Meta is scaling the map underwater.

$Microsoft(MSFT)$ It's been stuck in a tight range since the beginning of August. This looks ready for a massive move, and I don't want to miss it.

$Microsoft(MSFT)$  Goldman has reportedly kept its $640 12-month price target, which is well above the current area around $500.

$Apple(AAPL)$ Apple's new Macs are shaping up to be a direct play against Microsoft and Nvidia as the company pushes to bring down AI costs. When the new desktops start shipping Tuesday, Apple executives will make a pitch to corporate buyers that these machines are cheaper than renting data center capacity. The upgraded Mac Minis and Mac Studios, which can run close to $20,000 and handle AI workloads locally, will compete head-to-head with new desktop machines Nvidia and PC makers are rolling out. Those are expected to be a focus of a Microsoft Windows event in San Francisco next month. The new Macs target heavier AI tasks like writing code or handling complex business work without paying for tokens from cloud providers like OpenAI or Anthrop

$Apple(AAPL)$ 350Watching some cheap call options at $0.05 for tomorrow, just in case this makes new all-time highs.

$Apple(AAPL)$ Apple made you $1,000-10,000-100,000-1,000,000? Why not help the stock reach $500 by buying new iPhones, iPads, laptops. I do it every year. I then give my old 1 year phones to Samsung users to switch them to Apple for life.

$Microsoft(MSFT)$ This stock looks grossly undervalued to me. I think it could head toward 600 pretty quickly. I moved my portfolio into MSFT. It feels like a once-in-a-lifetime opportunity.

All the hyperscalers are moving up except for $Microsoft(MSFT)$ , which has shown zero interest in joining the tech rally over the past 3 days. $Meta Platforms, Inc.(META)$  $Alphabet(GOOGL)$  $Amazon.com(AMZN)$  $SpaceX(SPCX)$ 

$Palantir Technologies Inc.(PLTR)$ It feels like there's room for a consumer app that could spread even faster than TikTok. Could a Siri replacement be the answer for $Apple(AAPL)$ ?