$Apple(AAPL)$  Not really worried about the pullback. With new products coming soon, this could end up looking like a pretty solid entry price.

$Apple(AAPL)$ One firm put out a $380 target based on iPhone 18 price increases, another is at $260, and the stock drops $5.00 on that? Apple is going to source memory chips from China, and Jefferies has a sizable short position it needs to work out of. Charlatans. Phones are selling quite well at the moment, and in China too.

$Microsoft(MSFT)$ OK. We hit $500.35. Excellent. We hit $501.23, backed off now. Excellent day and finish. $530 soon. Very.

$Apple(AAPL)$ It spiked at the close and then moved another $2 after hours, just like I thought. Looks like a lot of people are grabbing shares for the dividend with only a couple of days left.

$Klarna Group plc(KLAR)$ If Klarna can tap into the AAPL client base and push some straightforward marketing going forward, a range of $50-$60 per share this year looks possible.

$Microsoft(MSFT)$  A few weeks ago when MSFT was in the mid 300s, if you had doubts, Bill Ackman going in hard on MSFT and Michael Burry, who is notoriously bearish on tech, buying long call options was a pretty clear signal. Similar to when the US government took a big stake in $Intel(INTC)$  when it was in the low 20s. If you have the patience for a one-year swing trade, $Stellantis NV(STLA)$  looks like a solid opportunity for a 100% return by Q2 next year, assuming they turn cash flow positive around then. It feels like a cyclical bottom turnaround play, about as straightforward as they come. High risk, but the do

$Microsoft(MSFT)$ There's an old Buffett line that always comes to mind here — short positions can never really hurt a good company, they only help drive the stock higher over time. I'm actually fine with people continuing to short this name. My own estimate puts it around $1,200 in the next five years, which would be roughly a $10 trillion market cap. Shorts staying aggressive doesn't really worry me.

Valuations have compressed quite a bit. Here's a look at forward P/E based on 2027 estimates for a few software names. $Salesforce.com(CRM)$  at 11.9x, $Oracle(ORCL)$  at 12.2x, $Microsoft(MSFT)$  at 18.7x, $ServiceNow(NOW)$  at 22.0x, and $Palantir Technologies Inc.(PLTR)$  at 58.6x. The really interesting part is that memory still looks like the cheapest segment in AI, even with some of the strongest earnings leverage in the space. Curious which sector people think offers the best risk/reward from here.

$Castellum, Inc.(CTM)$ There's been a push into the close, with large buy orders and volume picking up — the kind of move we've seen before when things get active. The intensity is ramping up, orders need to be fulfilled, and the setup could resemble what played out with DFNS. Also keeping an eye on SPCX, EGG, and TSLA.

$Alphabet(GOOGL)$ If MSFT earnings come in strong, maybe there's room for another 5%.

$Apple(AAPL)$ I still see any pullback on AAPL as another chance to add, and at these levels it looks like a decent entry for new long-term investors too.

$Tesla Motors(TSLA)$ Looks like it's opening above $320 on Monday. Hoping we get a bounce back to $350 this week, that would be sweet.

$Apple(AAPL)$ Could end up being the ultimate winner. When the data center space blows up — and it probably will at some point — there are going to be winners and losers. Companies that overextend and get forced into bankruptcy may have to sell off pieces on the cheap, and Apple could be in a position to pick some of those up. Though large players like Microsoft, Google, and Amazon might outbid them. This kind of thing moves in cycles, similar to what happened with real estate in 2008.

$WeBuy Global Ltd.(WBUY)$ My read is that the short side wanted to drive this down to around 50c today, but the price action made that really difficult. If holders generally stay put and retail realizes there's not much selling pressure, that could be the moment a stronger rally kicks in. I'd rather trust the thesis than wait for confirmation — waiting is often how you end up chasing too late. Reminds me of the conviction we saw around GME.

$Microsoft(MSFT)$  Microsoft's post-earnings setup looks more favorable compared to Alphabet. Investor expectations for Microsoft are considerably lower, as the stock is down about 17% year to date. That suggests a lot of the concerns around high AI infrastructure spending and capex might already be priced in. To move higher, Microsoft may not need spectacular results; solid Azure growth, continued AI demand, stable guidance, and capex in line with expectations could be enough. Another factor is timing: Microsoft reports after Alphabet. This gives management a chance to see the market's reaction to Alphabet's results and adjust their messaging. They can better emphasize demand-driven AI investments, monetization

$Tesla Motors(TSLA)$ The revenue beat is quite substantial. It's hard to see who's holding back on spending right now. From where I stand, there's a chance it could reach 400 tomorrow. $SPDR S&P 500 ETF Trust(SPY)$ 

$Apple(AAPL)$  Apple's price might look flat at the moment, but the options flow tells a different story. Big money is piling into calls, particularly the October 360 strike. Around four-fifths of the recent $256M in options premium went to calls, with a lot of that volume coming from large sweeps. Only 19% went into puts. Given the recent headlines around AI in China and the DOJ, it feels like institutions might be quietly positioning for a potential move higher. For anyone watching this, the setup looks bullish, but it might be wise to wait for some price action to confirm before making a big move.

$Microsoft(MSFT)$ Nvidia's Vera Rubin AI platform is now in production, with over 300 global partners across 350 manufacturing facilities in 30 countries. Major customers like CoreWeave, Google Cloud, Microsoft Azure, Oracle Cloud Infrastructure, and Mistral are deploying the rack-scale system, which points to strong demand for next-gen AI infrastructure. The stock was up 2% recently as semis saw a rebound. Benchmark results from CoreWeave show the Vera Rubin NVL72 delivers 10 times the performance per megawatt compared with the Grace Blackwell NVL72 when running DeepSeek-R1. The platform integrates seven chips and five rack trays into a unified system, eliminating cables, fans, and hoses within the tray. This reduces compute tray assembly ti

The monthly chart for $Microsoft(MSFT)$  has been showing some real resilience lately, holding that Wave 4 reversal zone and staying above the monthly MA50 for five straight months now. It's still trading safely above the key $380.68 level, which is the 0.5 Fibonacci retracement. From a technical standpoint, it looks like a fairly classic low-risk, high-reward macro setup. The long-term Wave 5 target is still seen at $629.66.

$Apple(AAPL)$  There's a lot of negative chatter out there again, which isn't really a surprise. It seems like there's always an attempt to push that narrative. From where I stand, Apple's ecosystem looks incredibly strong.