To The Moon

$Apple(AAPL)$ 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 $Apple(AAPL)$ ?

$Zeta Global Holdings Corp.(ZETA)$ The Zeta live lineup was impressive. The backing from PLTR, MSFT, and NVDA is a big deal for ZETA. I can see it reaching 100-200 in 12-18 months.

$Apple(AAPL)$ New phones should give Apple a lift on both growth and margins. New servers could do the same. I'm honestly surprised Apple isn't already at 400. This is gold.

QUTXWe're still incredibly early here. I had 18 million at .0010 and picked up more at .0014. I think this one can reach .0025 organically, even without any news. The chatter around Quantum X is everywhere. Once news hits, this should move hard. Hard to see a bad entry at these levels. $Quantum Computing Inc.(QUBT)$  $D-Wave Quantum Inc.(QBTS)$  $Microsoft(MSFT)$  $IBM(IBM)$ 

$Microsoft(MSFT)$ Bessent is directly injecting here, and it's driving me crazy. Looking at $SPDR S&P 500 ETF Trust(SPY)$  while MSFT goes parabolic with the 10-year yield at 5%.