To The Moon

$Apple(AAPL)$ Even with a minority of people interested in AI, Apple will sell about 228-230M iPhones this year, like they did last year. With an install base of 1.45B iPhone users, roughly 300M users with iPhones 4+ years old, and taking about 30-32M Android switchers each year plus brand new, “never owned a smartphone” users, it’s very possible even without AI features, Apple will continue to sell at least 225-235M iPhones annually. Worldwide economies, even in China to some extent, are recovering from post pandemic economic turbulence, and that’s about 58% of revenue for Apple, so plenty of people doing well economically who are Apple users. If iOS 18, Apple Intelligence, and the upgraded iPhone 16 and 17 hardware reso

$Apple(AAPL)$ It's better to have one good product than none at all. Whatever is holding Apple's share price up is fine with me. Some funds must think it's worth the value even if you don't. Individual "expert" opinions don't matter for Apple to hold its value.With drop in intrest rate comes more spending on retail, and AI is growing at huge rates. The new phone is going to make a big bang next week. We are going up this next quarter.

$NVIDIA Corp(NVDA)$ Great buying opportunity possible this goes up to $250 before 2025?Don’t know about $250; especially with the uncertainty of a recession; however, we will know more by the end of the month. $200 maybe, but not $250 before 2025 or a near term drop...I also think we can hit the nineties again over the next month. It’ll only take a scare…. That whole recession thing… So, it could go up. It could go down!!!! lol! None of us have a crystal ball. Money might even run to Gold for a bit… to hide and keep value before the market has very clear direction.Nonetheless, $250/$300 for sure over the next three years (ish).$1k over the next five to ten for sure though.

$Tesla Motors(TSLA)$ It is far too low of a P/E to apply to a company growing earnings at that rate, and with the potential to dominate many markets over the next decade. It also does not account for the high probability that in the 2025/2026 timeframe the company is likely to be able to produce about 1 million more vehicles per year, or greater, nor that they may be selling insurance and subscription services to a reasonable amount of their total annual vehicle sales (FSD is $99 a month). It also does not take into account the robotics, AI, battery/charging, and solar businesses that warrant higher valuations. That is why I applied a 65x forward P/E to 2025 earnings on the core business, and gave a $80 premium for curren

$Axon Enterprise, Inc.(AXON)$ Axon hopes it will cut time spent by police officers on completing reports in half. If that becomes reality, it will become a force multiplier for agencies struggling with recruiting. International agencies send representatives to trade conferences for law enforcement executives, so it may not take long to roll out when Axon is ready. As long as the stock performs the way it has, we’re all winners.

$Lockheed Martin(LMT)$ I'm telling ya folks, LMT is likely 30% undervalued. It is a well run company that is absolute expert in military and space systems, and is well poised to leverage technology growth into defense and aerospace systems. If you are the government, who you going to trust to create the next generation of defense capabilities? The choice is clear.

$SUPER MICRO COMPUTER INC(SMCI)$ The gains made today certainly suggest that Super Micro could be making a comeback. However, the stock has plunged around 55% since hitting a high of $1,229 per share. Some grew concerned about valuation issues, which is not that big of a surprise once a stock quadruples in less than three months. But it also posted a record revenue figure of $5.31 billion in its fourth quarter, which was a 143% increase against the same time last year. This makes it easy to wonder if it can continue growing at such a high rate and justify a return to its record high. The numbers certainly support assertions that Super Micro is producing and making money for shareholders regardless of what Hindenburg Resea

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ GOOG is a cash flow machine and market is currently playing the sell the legal action news. lol - $Apple(AAPL)$ , IMO has far greater challenges ahead but investors love it. Warren B sold big and that should be a flag for most that have not seen the obvious signs. Play GOOG with a long term view and you will do well.

$NVIDIA Corp(NVDA)$ Some made a good point about the CAPEX spending by hyperscalers. In many cases, these companies haven't had significant opportunities for productive investments, leading them to engage in share buybacks and raise dividends. While that's good for shareholders, it doesn't necessarily make the company more productive. However, with Nvidia's GPUs, they now have something substantial to invest in, which will make them very profitable going forward. Anyone bearish on Nvidia over the next five years is out of their mind.Nvidia-stock-analysis

$Broadcom(AVGO)$ I think we want to equate AVGO with AI only and we want to believe the cyclically narrative, which I think is a valid one. However, we are talking about a vertical company that connects everything and we need to think differently about their products and where they fit, and I mean internet of things. IOT and robotics is the next thing. So you can keep riding this one, it’s a different kind of chip company. Now, I am late to the party and bought post split and I am still building out my position which currently sits at $152. Now the market is going on a little pity party for a while. I don’t know how long it will last, but I think it should be wrapping up no later than 3rd week of September- that is my bes