No need to overcomplicate it. $Apple(AAPL)$  and $Microsoft(MSFT)$  are really all you need as forever holds. Add on weakness.

Commoditization isn't the end of the AI profit pool. The internet became a commodity too, and the most valuable businesses were built on top of it. AI models are heading down the same path — the value accrues to whatever gets built on them. $Alphabet(GOOGL)$  $Meta Platforms, Inc.(META)$  $Microsoft(MSFT)$ 

$Microsoft(MSFT)$ Microsoft unveiled Maia 300, saying Maia will become its primary inference system, with multi-gigawatt deployments starting in 2027. Most of the upgrade is in memory. Compared with Maia 200, compute FLOPs rise 36%, HBM bandwidth rises 2.5x to 18 TB/s, and capacity rises 33% to 288 GB. Microsoft expects 40% more tokens per megawatt than leading GPU-based systems, though it doesn't name the system it's comparing against. Full racks double to 96 accelerators, which helps get to the 7x rack throughput figure. Production deployments start in 2027. Evercore ISI estimates Maia will still be only about 10% of Microsoft's AI chip spending by the first quarter of 2027 (via CNBC).

BairesDev data shows developers writing half or more of their code with AI jumped from 12% to 42% in a year, yet only 12% merge it without manual review. 78% of CTOs raised review budgets. The bottleneck moved from generation to validation. Less author, more auditor. $Microsoft(MSFT)$  $GitLab, Inc.(GTLB)$ 

$Microsoft(MSFT)$ Honestly, nothing really matters here. It's going to go up because that's the only thing AI stocks do. Even when they're losing money and are going to have to pay more to their employees, it's not going to affect margins whatsoever. The market is a clown show.

$Apple(AAPL)$ Apple is rolling out a new Apple TV, home pad, home pod mini, outdoor camera, indoor camera, flashlight camera, doorbell, deadbolt lock, and thermostat. A lot of people are going to buy all of that. The stock looks like it could break out soon, with a new ATH on the way.

$SPDR S&P 500 ETF Trust(SPY)$ I like this reverse economy indicator ponzi setup. It has not disappointed me. They need to make everyones 401k look decent for midterms, so the market keeps grinding higher. After midterms, tech stocks will cook their books to prop things up if needed. After that, the war ends and oil drops. Everything will fall into place. Looking at SPY 850, with $NVIDIA(NVDA)$  $Apple(AAPL)$  $Qualcomm(QCOM)$  $Dell Technologies Inc.(DELL)$  in the mix.

$Microsoft(MSFT)$ I fully agree. MSFT is a company I think highly of, and I expect a good future for it. I don't get worked up about the daily ups and downs as long as the overall trend stays upward. That's been the case for MSFT recently.

$Apple(AAPL)$ Bought a $350 call expiring on 10/12. While $NVIDIA(NVDA)$ , $Microsoft(MSFT)$  and $SpaceX(SPCX)$  were up, this one just stayed flat. Tomorrow could be interesting, and if not, whatever.

IBM looks interesting here. AI plus hybrid cloud plus Red Hat gives it a real enterprise AI story, and the recent pullback could offer buyers a better entry. Watching this one closely. $IBM(IBM)$  $Microsoft(MSFT)$  $Oracle(ORCL)$  $NVIDIA(NVDA)$ 

$SPDR S&P 500 ETF Trust(SPY)$ $Microsoft(MSFT)$  Still looks decent here. A close above the patent pending Lemire Level of 508.12 sets up for another close above 508.12, which would be a pretty solid upside move off that low. 528.40 should come soon. Hopefully, lol.

$Robinhood(HOOD)$ I just became a member of Hood Banking, and honestly, the process was easy and quick. I think I should reconsider and buy some shares of HOOD. Hood's banking is still in its early stages, similar to the iPhone era for AAPL. I can see this taking over $JPMorgan Chase(JPM)$  within a decade. Good luck to everyone.

$Apple(AAPL)$ How long can the stock price really be held down? They're clearly trying their best, and it's still at 336. Only way from here is up to 400.

$Microsoft(MSFT)$ MSFT has been looking pretty weak lately, but their last earnings showed they can still surprise and outperform. I wouldn't bet against them again.

$Nike(NKE)$ $Apple(AAPL)$ An Apple x Nike screenless recovery band is a distinct possibility, and if it happens, it would be a game-changer for athletic tracking. With Tim Cook serving on Nike's board and Apple's biometric engine already driving the iOS Readiness framework, combining Apple's health sensors with Nike's Dri-FIT sport band ecosystem would create the ultimate Whoop rival.

$Microsoft(MSFT)$  Enterprises are moving to Copilot. It sits under the Microsoft Office umbrella and carries less data security risk compared with other models.

$Apple(AAPL)$  Watching stocks and crypto climb hard really puts me in a good mood. The market is showing real strength, so it's been a nice day overall.

$BlackBerry(BB)$ What if Apple ends up being an Alloy Kore customer for the iCAR? $Apple(AAPL)$  Titan couldn't pull it off, but BlackBerry might be able to. Yeah, that BlackBerry.

$IREN Ltd(IREN)$ I opened this position back in 2024 and still own it to this day, not just as a BTC vehicle but also because of their transition to HPC/AI cloud computing. I knew it was high risk, but the potential was massive. It feels rewarding to look at where things stand now and realize they actually managed to pull that off. You have to give them credit. They went from being a nobody BTC miner and renewable spec play to a real AI infrastructure and energy bottleneck play, with partnerships tied to names like $NVIDIA(NVDA)$  and MSFT. It has been a great ride for me. I used to trade it a couple years ago around the BTC-correlated swings, but eventually went long. I am really glad I did. I

$Snap Inc(SNAP)$ If Apple had created these specs, Wall Street would be drooling over it. The tech is way ahead and it clearly beats Meta. Getting in at under $6.00 a share is a ground floor opportunity. Hard to believe this is trading down from $80 to $6 while still profitable.