The new iPhone event is set for September-October. I think that could push $Apple(AAPL)$  to 400.

$Apple(AAPL)$  Most of big tech has gone all-in on AI, while for Apple, it's just one piece of a much broader puzzle. If AI hits a wall, the rest of big tech could crash, whereas Apple can simply pivot. Apple has positioned itself to win no matter how the race unfolds. I think holding long-term should be rewarding.

$Apple(AAPL)$  Apple, why do you keep breaking my heart? Just break through $300 already!

$Apple(AAPL)$ I think Apple could blow past $325 before WWDC26. With the June 8 keynote expected to focus heavily on AI across iOS 27 and macOS 27, the market may start pricing in the next Apple supercycle well before the event.

$Microsoft(MSFT)$ Look at AMD, ARM, MU, and Intel. That's what smart investment looks like.

$Apple(AAPL)$ Apple's guidance is very strong, showing double-digit growth. The only negative is memory prices. Honestly, once they add AI and flip the iPhone in September, this stock could be worth $350 to $400 by next summer. That price target makes sense to me.

$Microsoft(MSFT)$ Microsoft's forward PE is 22. It looks massively undervalued compared to Google, Amazon, Apple, Broadcom.

$Apple(AAPL)$ The big positive surprise is that Tim isn't retiring. He's now the Board Chairman. Wow, that's great news since he'll still be heavily involved.

$Apple(AAPL)$ John Ternus has been with Apple since 2001, basically when the company became what it is today. He carries more Apple culture and experience, to me, than even Tim had when he took over. With the uncertainty over, having John and Tim as Board Chairman now looks like a great choice.

$Apple(AAPL)$ I just went through the key takeaways from Bank of America’s call on Apple. Bank of America reaffirmed its Buy rating on Apple and raised its price target to $325 from $320. They expect March-quarter revenue of about $113 billion, earnings of $2 a share, and Services revenue growth of 14% year over year. They also anticipate a new $100 billion buyback authorization and a 5% dividend increase. All of this points to a potentially significant April 30 earnings report for Apple. If Apple delivers the upside Bank of America expects, investors might shift focus away from short-term concerns like margin pressure and look at the bigger picture: strong iPhone demand, steady Services growth, solid cash flow, and the potential for AI-drive

$Microsoft(MSFT)$ Go go go! My red is turning green and I hope to gain some finally.

$Microsoft(MSFT)$ The stock shouldn't have dropped past 450. Now everyone is clamoring to get back in before we get there. It's going to run really hard this summer, especially if they use some of that 40 billion dollars authorized to buy back stock during the March lows.

$Apple(AAPL)$ AAPL always lags, and then one of these days it rapidly moves towards new highs. Same movie!

$Microsoft(MSFT)$ If you want, the stock can go down tomorrow, the next day, and all next week. Eventually, the calculator can't be ignored. Chances like this only come around every decade or so. Don't be foolish; almost no one can compete with the margins this company brings in. Go look at the books for hours and show me where you see concern about the forward value. Just because you think they're not doing well doesn't mean it's true. Math doesn't lie. Chipotle has a higher PE right now. This is a burrito restaurant we're talking about. What insane person is buying burrito stock at less value here?

$Apple(AAPL)$  plans an AI reboot with a Siri app, new look, and an 'Ask Siri' button in iOS 27. $Apple(AAPL)$  is testing a standalone app for its Siri voice assistant alongside a new 'Ask Siri' feature that will work across the company's software, part of a broader artificial intelligence overhaul. $Apple(AAPL)$  also is modernising Siri by giving it a fresh look and a chatbot-like experience, according to people with knowledge of the matter.

$Apple(AAPL)$  Besides waiving the Jones Act, Trump is considering having the US Treasury Department intervene in the energy futures market and impose export bans on crude oil and refined products. That appears to be a move towards dismantling our capitalist democracy, somewhat akin to socialism. So much for the notion of ‘Make America Great Again’.

The rave reviews and positive reception for the MacBook Neo exceeded even $Apple(AAPL)$ 's expectations. I feel it'll be a great quarter and guidance.

$Apple(AAPL)$ Markets are going green... because we are losing the war... watch it fly.

People are worried about Anthropic, but they forget that $Microsoft(MSFT)$  has a $5 billion investment in Anthropic too. They are in a position where heads I win, tails I win more.

I tend to think that $Apple(AAPL)$  will keep beating earnings, continue to use AI from others, have one of the best margins in the world, and they are already pivoting to maintain margins.