I do think $Microsoft(MSFT)$  is set up for a move toward $540+ if the broader market can hold up. I'm looking at late October as the timeframe.

The excuse today leans on Point #2, but Apple working to replace Qualcomm chips was already known. So what's actually new here? Point #1: Qualcomm secured an important win with AAPL. The renewed patent license protects Qualcomm's licensing relationship and royalty revenue even as Apple moves toward its own modem technology. Point #2: Apple reducing its reliance on Qualcomm modems is old news, and the market already knew it. New positive news gets ignored. Old news gets recycled as an excuse to sell. It looks like the algorithmic traders found their reason to push $Qualcomm(QCOM)$  into the red today. QTL wins the license. QCT deals with the modem transition. They don't need new news. They just need an excuse.

$Apple(AAPL)$ Good news from the dinner, and the market seems to be digesting the bullish Qualcomm deal. That could push this past $340.

$Apple(AAPL)$ A coordinated effort seems to be underway to undermine improving US-China relations, with a hit piece timed specifically to cap any upside in Apple. That's not just questionable, it's outright criminal.

$Microsoft(MSFT)$ Microsoft said it will expand its cloud and AI infrastructure across the Middle East. The company wrote in a blog that it will continue to invest in cloud and AI infrastructure across the region, expanding capacity, launching new capabilities, and delivering long-term infrastructure commitments. Microsoft plans to invest more than $10 billion in capital and operating expenses in the region by 2030.

Qualcomm has officially unveiled the Snapdragon 8 Elite Extreme Gen 6 and Snapdragon 8 Elite Gen 6, its new flagship smartphone processors built on an advanced 2nm process with the Oryon CPU, Adreno GPU, and Hexagon NPU. The chips are designed around on-device agentic AI, and upcoming flagship devices from Xiaomi, Motorola, OnePlus, OPPO, vivo, and others are set to adopt these platforms. This is a confirmed product launch from Qualcomm, not a report. The broader semiconductor takeaway is that AI inference keeps moving from the cloud directly onto consumer devices. $Qualcomm(QCOM)$  $Apple(AAPL)$  $NVIDIA(NVDA)$ 

We post every day, completely free. We don't sell courses, subscriptions, signals, or access to a private group. We share our analysis publicly to sharpen our skillset and keep ourselves accountable. $Apple(AAPL)$  has an excellent trend here. In my opinion it's a bit too late for an entry, I'd like to see another test and bounce at 339.64 for continuation. A blind entry at the open looks dangerous here. $Microsoft(MSFT)$  — I missed this completely. It's important to log failures and this was one on my part, I didn't expect this move. In my opinion it's a bit too late to chase this, I'll wait on the sidelines for a 505.95 test. $NVIDIA(NVDA)$  — t

$Apple(AAPL)$  Moving toward $344, the all-time high. Based on iPhone 18 sales, I think we could get there this week or next. Apple keeps delivering.

$Apple(AAPL)$ The foldable iPhone is going to be a must-have for the upper crust this holiday season. By 2027 we should see the foldable iPad, and at that point $415 a share looks realistic.

$Apple(AAPL)$  Breaking above the line there. That's a good thing.

$Nokia Oyj(NOK)$ Nokia and Microsoft are working together on autonomous telecom networks, with Nokia bringing AI agents, unified data, and intelligent network operations into the picture. The range here goes from VoNR assurance to predictive maintenance, and it looks like the AI-native network shift is moving faster.

$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$ $Apple(AAPL)$ $SPDR S&P 500 ETF Trust(SPY)$ $Microsoft(MSFT)$ How ironic. Trump picked Wash as the new Fed Chair expecting lower rates, but the moment Wash takes the seat, he hikes. Powell is probably sipping champagne right now. What a beautiful day for him.

$Apple(AAPL)$ Just imagine where this stock would be right now if there weren't so many people trying to short it ahead of the afternoon session.

$Apple(AAPL)$ Market sentiment got pushed into doom and gloom recently. Now there's talk of an NVDA and Apple collaboration. If the rate hike guidance comes in okay, Apple might reach a new all-time high.

$SPDR S&P 500 ETF Trust(SPY)$ Some people seem convinced rates should go up just because Bloomberg or CNBC talking heads said so. A lot of those commentators don't exactly have deep academic backgrounds, so the argument doesn't hold up well. If the US keeps beating the earnings cycle and companies are making billions, there's no real need to raise rates. If anything, cutting rates makes more sense. $Invesco QQQ(QQQ)$  $Apple(AAPL)$ 

$Tesla Motors(TSLA)$  Diesel prices moving higher could actually be good for TSLA. The Tesla Semi is sold out already, with thousands of preorders in place.

$Apple(AAPL)$ I'm grinning now. All the bears said this would collapse. That didn't happen.

$Tesla Motors(TSLA)$ The big bounce after earnings looks bullish to me. This one is worth keeping on the watchlist. I think it can go much higher from here, with key resistance at 380 and then the 400 level. It's at the top of my list right now. Hot options watchlist: $NVIDIA(NVDA)$  $SpaceX(SPCX)$  $Apple(AAPL)$ 

$American Fusion Inc.(AMFN)$ CEO Brent Nelson is out there mingling with top-tier players in the stock market. The Magnificent 7. $NVIDIA(NVDA)$  $Tesla Motors(TSLA)$  $Microsoft(MSFT)$  $Meta Platforms, Inc.(META)$  He's selling the future, and that future is fusion energy.

$Apple(AAPL)$ Nice action after hours. Hopefully it holds into a good setup for the next session. The duo is nice, but it's a wait for me because of the Touch ID. I'm way too used to Face ID to go back to that technology again.