The Beginning. $Apple(AAPL)$ began as a modest startup in a California garage in 1976, founded by Steve Jobs and Steve Wozniak, who sought to make computers accessible and user-friendly for everyday people. It was a singular vision realized with the Apple I and (especially) the Apple II, that fueled the company’s early exponential growth. Critical Products. Over decades, AAPL redefined consumer electronics through relentless innovation, introducing groundbreaking products like the: Macintosh. iPod. iPhone. iPad. The blending of sleek design with powerful technology, created a loyal global customer base. From its humble origins, Apple’s dedication to intuitive, integrated products and evocative marketing propelled it to become the world’s first com

Big-Tech’s PerformanceMacro Headlines This Week:October FOMC meeting left the door open to a rate cut but delivered a hawkish tone. Chair Jerome Powell noted that while employment-data flashes some weakness, inflation risks remain elevated — which left investors questioning the path ahead. The latest initial jobless claims (Oct 25) showed a modest softening in the labour market: the unemployment rate held at 4.3%, and non-farm payrolls added only 22 k jobs, far below expectations, further supporting the Fed’s “pre-emptive” easing stance.Trade developments were intense this week. On the 25th the U.S. announced a pause in negotiations with Canada and slapped a 10% tariff, stoking concerns about North American supply-chains. Meanwhile, U.S.–China talks showed movement. The Senate, however, re

Overall Market Flow and Sentiment OverviewFund outflows have become the dominant trend. According to GS trading desk statistics, both long-only (LO) and hedge fund (HF) investors were net sellers last week: LO saw net outflows of $3.5 billion, while HF recorded net outflows of $1.6 billion. The communications services sector faced the heaviest selling pressure, primarily driven by $Meta Platforms, Inc.(META)$'s earnings report. Heightened investor concerns over its cash flow situation triggered concentrated selling led by LO funds. Meta's soaring capital expenditures mirror the broader AI arms race, prompting investors to question whether the returns justify such massive investments.Consumer sentiment took a sharp turn for the worse. As more companie

$Apple(AAPL)$ reported robust overall performance in its FY2025 Q4 earnings, with both revenue and profits hitting quarterly records. Driven particularly by iPhone and services, the company achieved 8% year-over-year growth, surpassing market expectations. While the wearables segment showed modest growth, the company benefited from a one-time tax impact in the prior-year period, resulting in a significant jump in net income for the quarter.Overall, Apple maintains its competitive edge in hardware innovation and ecosystem expansion, though geopolitical risks and supply chain volatility remain potential drawbacks.From a valuation perspective, based on the latest financial report data, the trailing P/E ratio has reached 37x. Excluding the one-time im

After Amazon Q3 earnings result exceeded expectations, the main contributors came from strong growth in its cloud-computing unit (AWS), and AWS gained more than 13% after the earnings release. As an investors with Amazon for the long-term, I would like to share why I think selling puts for $Amazon.com(AMZN)$ now might be a good choice. In this article, I would like to share a structured plan for selling cash-secured puts on Amazon (AMZN) after its strong Q3 beat — while still benefiting from long-term upside exposure. Why Selling Puts on Amazon Makes Sense Now 1) Post-earnings strength removes uncertainty Earnings risk is gone for this quarter. The market rewarded: Strong AWS acceleration Expanding margins (especially advertising + cloud) Stabiliz

Big-Tech’s PerformanceMacro Headlines This Week:The week's macroeconomic narrative was dominated by two prominent headwinds. First, the government shutdown has led to data blackouts and heightened risks around policy implementation. Second, external risks—particularly those tied to US-China trade tensions—have re-entered the market's line of sight. Declining employment confidence signals potential further softening in consumer spending. Overall, the path to a "soft landing" for the economy feels increasingly fragile, leaving policymakers and markets alike in a holding pattern, awaiting the next data release or policy move.The Fed finds itself caught in a tug-of-war between its "eagerness for monetary easing" and the "harsh reality of shaky data." While markets are pricing in more rate cuts

$Amazon.com(AMZN)$ delivered an overall strong performance in its Q3 2025 earnings report, with both revenue and profits exceeding market expectations. The company generated $180.2 billion in revenue, marking a 12% year-over-year increase. AWS returned to a high growth trajectory (+20.2% to $33 billion), serving as the core engine driving the overall profit recovery. Operating profit temporarily dipped to $17.4 billion due to one-time charges, but reached $21.7 billion after adjustments. Management confirmed continued "aggressive" investment in AI and cloud infrastructure, with annual cash CapEx at approximately $125 billion, set to rise further in 2026 to support Trainium chip and Project Rainier cluster expansions. The advertising business maint

$Apple (AAPL) $Expected to beOctober 30, 2025 After Hours EDTReleased its fourth quarter fiscal 2025 results. The market currently expects Apple's Q4 revenue to reach US $101.7 billion, with earnings per share of US $1.76. The company reported third-quarter revenue of $94 billion and EPS of $1.57. If the reported fourth-quarter results are in line with market expectations, it will reflect steady growth compared to the previous quarter.iPhone 17 hot sales drive optimistic expectationsDespite the uncertainty of Sino-US trade and the pressure of competition in the Chinese market, analysts are generally optimistic about Apple's recent performance. The demand for the iPhone 17 series has been strong since its release. According to Counterpoint data, its s

Apple Earnings To Watch: iPhone 17, Greater China, Services Global consumer electronics giant $Apple(AAPL)$   is set to report its FY25Q4 earnings after the market closes on Thursday, October 30. With its market capitalization just a step away from the $4 trillion club, the market is optimistic about a sustained recovery in earnings growth. Option Market Signals With Apple's Q3 earnings report scheduled for October 30th, the derivatives market is painting a picture of confident optimism, a stark contrast to the high-anxiety pricing seen elsewhere in the tech landscape. The most telling metric is the Put/Call Ratio, which has fallen to a robustly bullish 0.67. As the stock's price has climbed steadily since

Buckle up, investors—Big Tech's earnings season is delivering gut punches left and right, but all eyes are locked on Apple and Amazon to flip the script. With Alphabet standing tall as the lone victor amid a sea of disappointments from Meta and Microsoft, the pressure is on these two giants to restore faith in the sector. Meta's shares cratered after ballooning AI costs overshadowed solid revenue, while Microsoft's cloud growth fell short, sending its stock sliding despite overall strong numbers. Alphabet, on the other hand, surged thanks to robust ad revenue and cloud momentum, proving not everyone's stumbling. Now, enter Apple and Amazon, reporting after the bell today—the potential catalysts to reverse the faltering tide. For Apple, the spotlight burns brightest on iPhone sales amid whi

--- You’ve brought up a very timely question regarding AMZN (Amazon) and AAPL (Apple) — whether now is a good time to “chase” the stocks. I’ll assess each individually (in light of your context: working remotely, disciplined financially, seeking affordable options, etc.) and then offer a comparative view plus some considerations. --- Amazon (AMZN) Why the optimism Amazon reported Q3 2025 revenue of US$180.2 billion, up about 12 % YoY and beating expectations.  Its cloud division, Amazon Web Services (AWS), saw revenue growth of ~20.2 % YoY — the fastest pace since 2022.  Advertising revenue and other “non-traditional” segments are accelerating (ads up ~24 % in one report).  The market reaction was strong: the stock jumped significantly post-earnings as sentiment turned posit

Amazon Earnings Preview: Will AWS Spoil the Cloud Sector's Party Again? $Amazon.com(AMZN)$   will announce its FY2025 Q3 earnings report after the market closes on October 30. Core Financial Indicators ~Amazon's revenue is expected to be $177.72B for 2025 Q3, up 11.9% YOY; ~EPS is estimated to be $1.56, up 9.13% YOY. ~The company previously guided Q3 revenue of 174–179.5 billion, implying year-over-year growth of 9.5% to 13.0%, a moderate slowdown versus Q2. On profits, the company had guided Q3 operating profit of 15.5–20.5 billion, and results typically come in near the high end. The market expects $19.7 billion, up 13.15% year over year. Three/Four Things to Watch Global Retail Growth The retail narrativ

Here is a professional-tone assessment of the upcoming earnings for AAPL (Apple) and AMZN (Amazon), including what to watch for, the potential for them to “turn the tide” of their recent under-performance, and my view on their trajectories. --- What to watch Apple For Apple the key items investors will be focused on: 1. iPhone sales and upgrade cycle – The strength of the current iPhone model and the upgrade momentum, particularly in major markets such as the U.S. and China, is critical. Analysts expect iPhone revenue for the September quarter of about US$50.1 billion, up ~8.5 % year-on-year.  2. Services growth – The App Store, Apple Music, Apple Pay, iCloud, etc., remain important as higher-margin growth engines and stabilisers in slower product cycles. 3. Overseas / China performan

$Apple(AAPL)$ hits new highs, $Amazon.com(AMZN)$ might create a new lows, I think it might be a good time to look at the breakdown of the situation, along with how one might think about “options plays” (literally options contracts) on Amazon. We have both Apple and Amazon releasing their quarterly results on 30 Oct. So this might be the time to look at the situation, myself have both Apple and Amazon in my portfolio, so I will be sharing how I intend to play option for Amazon. What’s Going On With Apple Strengths Apple just hit an all-time high, driven by strong early sales of the iPhone 17, particularly in the U.S. & China. Technicals appear bullish: breakout from a “pennant” pattern, golden cross (5

$Apple(AAPL)$ $NVIDIA(NVDA)$ $Qualcomm(QCOM)$ I’m watching short-dated implied volatility rip higher as Apple drops its M5 chip-powered MacBook Pro, iPad Pro, and Vision Pro upgrades. The ATM term structure shows front-week IV spiking above 32%, up sharply from both 5-day and 1-month curves. Traders are clearly loading up for a near-term move. This is exactly the kind of IV kink Apple saw ahead of the M1 chip launch in November 2020, which preceded an 18% share price surge over six weeks. The setup has that same electric feel. 📈 Option Flow Context Short-dated call volume is surging, particularly in front-week 255–260 strikes. Historically, when IV has ripped thi

Amazon Earnings Review | The AWS Engine Is Roaring Again Amazon reported third-quarter results that beat market expectations, thanks to AWS growth accelerating to 20%, the largest increase in three years, which drove the stock to jump as much as 13% after hours. The company is fully ramping up AI infrastructure investment, projecting 2025 capital expenditures of about $125 billion, above analysts' forecast of $118.76 billion, with capex set to increase further in 2026. It also said it has strengthened its partnership with Anthropic through the $11 billion “Rainier Program,” and that demand for its in-house AI chips exceeds supply. Core Financial Indicators Net Revenue: Third-quarter net sales rose 13% to $180.2 billion, above $158.9 billion in Q3 2024 and the $177.82 billion analysts expec