$Micron Technology(MU)$ Micron is on track to out-earn $Apple(AAPL)$ , $Alphabet(GOOG)$ , $Amazon.com(AMZN)$ , $Microsoft(MSFT)$ , Meta, and Tesla. Every single one of them. Still feels like the most underestimated company out there.

$Apple(AAPL)$ Jefferies has historically been a lot less accurate on Apple compared to top Wall Street names like JPMorgan Chase, and much more bearish. While the major institutions have mapped Apple's growth by tracking its actual financials, Jefferies has repeatedly leaned on supply-chain rumors that never really panned out.

$Apple(AAPL)$ Wall Street seems to expect Ternus to bring back the excitement that has been missing. I hope my thesis is correct. That is likely why the board views Ternus as the right choice to take over as CEO. Bringing back in-person demos would be a good move too.

$Microsoft(MSFT)$  just doubled+ from 0.80

Microsoft's backlog just hit $684 billion. The part that stands out to me is how much of that is tied to OpenAI. It gives a sense of the scale of the AI opportunity here. This isn't just about what $Microsoft(MSFT)$  is selling right now. A massive pipeline of future revenue is already sitting on the books. AI spending may be expensive at the moment, but the backlog makes it clearer why Microsoft is willing to keep pushing chips in.

$Apple(AAPL)$ Price action is holding strong around $313.33 right now. The Wall Street Journal report that Apple is actively testing memory chips from Chinese semiconductor maker CXMT across iPhones and MacBooks really changes the picture. Quiet shifts in supplier foundations like this tend to get attention from those positioning ahead of macro moves. With the broader trend staying intact, I'm personally not chasing green highs here. I'll keep scaling into key support dips with disciplined risk control. The big question is whether this supplier expansion will reshape the global semiconductor landscape. I'm following the market and sharing charts, trading notes, and ideas I'm watching.

$Microsoft(MSFT)$  This thing could hit 510 fairly soon, maybe sometime next week if not sooner.

$Microsoft(MSFT)$  Price is trading strong right around $496.87. The 500/495 zone is the main area I'm watching, and it's playing out pretty much like every level before it. From the June 350/360 lows and the 425/430 break, it's now moved straight into this test. If this breakout holds, the 530s are next, while pullbacks would likely look to the 470/480 shelf and anchored VWAP for support. The question is whether it blasts straight through $500 or pauses for a breather here.

$Microsoft(MSFT)$ The setup looks like it's getting ready for a short squeeze to $510. Technically, the chart is strong as steel, but the stock is also overbought. There are plenty of reasons for this overextension, like the Q4 results and past mispricing. I am extremely bullish medium and long term.

My three largest long-term holdings are $Microsoft(MSFT)$ , $Amazon.com(AMZN)$ , $Palantir Technologies Inc.(PLTR)$ , and GOOGL. I know it's a pretty boring setup, but after three years of holding, I'm feeling really good about how it's played out.

$Apple(AAPL)$  Wall Street analysts are projecting that a revamped, agentic Siri could bring in an estimated $20 to $30 billion in incremental revenue by 2030, with a bull case pushing up to $65 billion. In the near term, Apple's AI ecosystem already generates over $1 billion annually in App Store fees from third-party AI apps. The projected financial impact breaks down into a few core streams. Analysts predict 50 million to 75 million users may subscribe to an advanced, premium AI tier at $15 to $20 per month, generating roughly $9 billion to $14 billion in new services revenue. By allowing Siri to book rides, order food, and make purchases natively across apps, Apple could collect 1% to 2% take rates on $200 b

$Apple(AAPL)$ Feels like we might dip below 300 this week, even as the rest of the market keeps rallying.

$Apple(AAPL)$ Apple ran up like crazy, so the selling this quarter actually made sense — a lot of profit takers probably saw this as a last window before the fold, home products, and Siri AI release.

$Apple(AAPL)$ Big day for AAPL. I've been in this stock for close to 10 years, and earnings day isn't always how it appears immediately after. I'm holding till $400 and beyond.

For anyone still trying to figure out what the Globalstar and Amazon satellites will actually be used for, and what happens to the Globalstar spectrum now with the $Globalstar(GSAT)$  $Amazon.com(AMZN)$  $Apple(AAPL)$  deal: Globalstar's current fleet and the replacement birds will keep handling emergency services and messaging for Apple and Globalstar's existing users. Amazon, on the other hand, gets to use Globalstar's licensed spectrum to build a new super-constellation that can deliver voice, text, and mobile data straight to regular smartphones, covering both Apple users and the general public.

$Apple(AAPL)$ The $300 level looks reachable fairly soon, maybe by the end of the week, or failing that, sometime in the first week of August. Let's see how it plays out.

$Microsoft(MSFT)$ For MSFT, this looks more like a double bottom reversal pattern. The P/E would get interesting if it drops into the 230s. Technicals can give you a decent edge, but you still need to combine them with fundamental analysis to see the full picture. I'm leaning more bullish at this point, though anything is possible.

$Microsoft(MSFT)$ Unlike Google, all this seems already priced in for MSFT. I think next Wednesday could turn out to be a good day.

$Apple(AAPL)$ A new floor appears to be forming here. If you're in puts, be careful.

$Apple(AAPL)$ The current magnet for Gamma appears to be sitting firmly around the $333.5 to $334.00 level.