To The Moon

$Amazon.com(AMZN)$ Latest draft of my view on where AMZN fits in the agentic evolution for consumers, assuming it rhymes with the SaaS enterprise evolution.

$Apple(AAPL)$  Good day. We're consolidating before the next move up to $350 once sales numbers start to come in. Can you spell Supercycle?

$Broadcom(AVGO)$ Broadcom is an American company, not a Chinese one. I hope this doesn't end up as FRAUDcom in China.

$Broadcom(AVGO)$ Last week's weekly candle really tells the story. This looks like it's just getting started. There's a nice FVG sitting overhead on the weekly, starting at $376.59 and ending at $388.50. On the daily, momentum indicators are all heading north, with MACD crossing above and a nice AMD setup moving into the distribution phase.

$Vuzix(VUZI)$ What happens if the order arrives and AMZN buys 20,000 AI glasses from Vuzix?

$Broadcom(AVGO)$ The only major semi that still hasn't broken out. It reminds me of Microsoft when it lagged for a long time while the rest of tech was rallying.

$Snap Inc(SNAP)$ Specs are coming, and nothing will be the same again. I tried the old version and it was already magic. Having AR right in front of your eyes is another level compared to experiencing it through a screen or a phone. If people are willing to spend $2K on a foldable iPhone, how much would they pay to live the future? I don't think $NVIDIA(NVDA)$  or $Amazon.com(AMZN)$  are in the mood to waste their time. Snap isn't just selling glasses.

$Apple(AAPL)$  Is $1,500 really too much for a phone? An iPhone is basically 10% phone and 90% supercomputer. You get a broadcast-quality 4K video camera, a 48-megapixel studio camera, a multi-track recording studio, and a photo editing lab. It gives you instant access to the sum total of human knowledge—medical journals, chemical structures, foreign languages, even high-resolution images of Pluto's icy mountains sent back from the New Horizons spacecraft 3 billion miles away. The hardware side alone includes a standalone GPS navigator, an atomic clock, a flashlight, a compass, a level, and a calculator with billions of times more computing power than the guidance computer that put Neil Armstrong on the moon. Mo

$Advanced Micro Devices(AMD)$ Valuation is starting to look a little frothy when you compare the free cash flow and net income projections two years out for this against $Broadcom(AVGO)$  and NVDA. Honestly, I'm still buying.

$SPDR S&P 500 ETF Trust(SPY)$ As for $Apple(AAPL)$ , I'd like to see that 347.25 sooner rather than later. Sooner would be nice.