To The Moon

$Lockheed Martin(LMT)$ Feels like it's just a matter of time. Missiles have been flying in the air for 6 months and the stock is down 25%. Could see $650+ pretty quickly. Meanwhile, $Apple(AAPL)$  and $Amazon.com(AMZN)$  should keep grinding higher.

$Klarna Group plc(KLAR)$ Klarna just landed another big deal, partnering with Apple to offer lease options for Apple products both in stores and online. Some are calling it the modern-day equivalent of American Express, positioning itself as a global financial brand for a new generation of consumers.

Those $Apple(AAPL)$  325 calls have tripled once more.

$Apple(AAPL)$ It feels like this is just the pattern that keeps repeating. On days when AI-related stocks are up, names like Apple and Microsoft tend to go down. That cycle has been going on for weeks now. To me, this is still the company of the future, and a drop of over $9 looks like a solid chance to add on weakness.

While the broader market has been choppy and trending down over the past month, $Apple(AAPL)$  has held up pretty well. If we see a decent market bounce from here, I don't see much that would keep Apple from reaching the $360 level.

$Broadcom(AVGO)$ I'm still bullish on this. It reminds me of a time in my life when AI was reaching a milestone. The way I see it, a lot comes down to luck and patience.

$Lam Research(LRCX)$ Buyers are likely waiting for earnings. I'd guess shorts might close positions just before the report, claiming a win. As a long-term investor, this is all noise. Looking five years down the road, I can see this doubling or even tripling again. The pace of innovation seems exponential. I'm staying calm and carrying on. $KLA-Tencor(KLAC)$  $ASML Holding NV(ASML)$  $Applied Materials(AMAT)$  $Broadcom(AVGO)$ 

$Broadcom(AVGO)$ The PEG ratio is at 0.44. This isn't a cyclical stock like MU, which I find pretty interesting. Buybacks seem to be having an effect here, and I've been adding to my position.

By the time momentum returns, many investors will just be discovering these names. $NVIDIA(NVDA)$  could go back above $300. $Broadcom(AVGO)$  might reach $550. $Arista Networks(ANET)$  could move to $250. $Vertiv Holdings LLC(VRT)$  may approach $450. $Rocket Lab USA, Inc.(RKLB)$  has a chance to get back above $200. I think the next alert is coming soon.

$QTREX QUANTUM LTD(QTEX)$ I'm holding from an entry around 1.30. EVTV has become AZIO Ai. My position is at 1.77 long. I'm not a fan of chasing; position timing is key, and I'm waiting for broader interest. Let's see what happens with $Intel(INTC)$ , $Broadcom(AVGO)$ , and PMI.