$Apple(AAPL)$  Doing my best to support Apple. The new Mac Studio just arrived.

$SpaceX(SPCX)$ Looking at $Microsoft(MSFT)$ , $Apple(AAPL)$ , and $Tesla Motors(TSLA)$ , even the smartest and most experienced traders can't predict stock prices. The more you trade, the more you lose money. Don't keep making the same mistake. Just buy and hold.

$Apple(AAPL)$ Despite all the negative narrative the financial media keeps pushing, Apple is in a real sweet spot. New product launches keep coming, and that active user base of over 2.5 billion continues to grow.

$Micron Technology(MU)$ Fridays usually work out well for hyperscalers. Could take a bit of a pause with SMH. Loading $Amazon.com(AMZN)$  $Alphabet(GOOGL)$  MSFT.

$Microsoft(MSFT)$  Watching MSFT for calls above $519.40. Also watching PG for calls above $149.48, and M for calls above $23.20. CAT is on the list too for calls above $827.57.

Anthropic just dropped its IPO prospectus, and it's striking. They're warning investors that advanced AI could pose "catastrophic or existential risks to humanity." At the same time, they're projecting a $2 trillion valuation while showing a $42 billion loss last year and $518 billion in planned compute/cloud commitments. Basically: "This tech might end the world, but here's our growth story." Hard to see the market not having a field day with this one. Is anyone actually pricing in the risk language, or is it just noise at this point? $NVIDIA(NVDA)$  $Microsoft(MSFT)$  $Meta Platforms, Inc.(META)$ 

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Apple(AAPL)$ AI is everywhere now. Siri was trained on Google Gemini and can now do everything Gemini can do in iOS 27. It's pretty amazing to talk to your phone and have it find emails from 10 years ago or answer wild questions from photos, just to name a few things.

$Meta Platforms, Inc.(META)$ Meta is building a private ocean backbone while the feed stares at Muse. Petal: 4,300 miles, France to the US, 1 petabit per second, 2029. First petabit-class transoceanic cable. NEC and Sumitomo on the build. Project Waterworth: 31,000 miles, 5 continents. 2026 capex: $130B to $145B. Stop renting bandwidth. Own the pipes that move AI traffic. Same physical race as $Alphabet(GOOGL)$  and MSFT. Meta is scaling the map underwater.

$Microsoft(MSFT)$ It's been stuck in a tight range since the beginning of August. This looks ready for a massive move, and I don't want to miss it.

$Microsoft(MSFT)$  Goldman has reportedly kept its $640 12-month price target, which is well above the current area around $500.

$Apple(AAPL)$ Apple's new Macs are shaping up to be a direct play against Microsoft and Nvidia as the company pushes to bring down AI costs. When the new desktops start shipping Tuesday, Apple executives will make a pitch to corporate buyers that these machines are cheaper than renting data center capacity. The upgraded Mac Minis and Mac Studios, which can run close to $20,000 and handle AI workloads locally, will compete head-to-head with new desktop machines Nvidia and PC makers are rolling out. Those are expected to be a focus of a Microsoft Windows event in San Francisco next month. The new Macs target heavier AI tasks like writing code or handling complex business work without paying for tokens from cloud providers like OpenAI or Anthrop

$Apple(AAPL)$ 350Watching some cheap call options at $0.05 for tomorrow, just in case this makes new all-time highs.

$Apple(AAPL)$ Apple made you $1,000-10,000-100,000-1,000,000? Why not help the stock reach $500 by buying new iPhones, iPads, laptops. I do it every year. I then give my old 1 year phones to Samsung users to switch them to Apple for life.

$Microsoft(MSFT)$ This stock looks grossly undervalued to me. I think it could head toward 600 pretty quickly. I moved my portfolio into MSFT. It feels like a once-in-a-lifetime opportunity.

All the hyperscalers are moving up except for $Microsoft(MSFT)$ , which has shown zero interest in joining the tech rally over the past 3 days. $Meta Platforms, Inc.(META)$  $Alphabet(GOOGL)$  $Amazon.com(AMZN)$  $SpaceX(SPCX)$ 

$Palantir Technologies Inc.(PLTR)$ It feels like there's room for a consumer app that could spread even faster than TikTok. Could a Siri replacement be the answer for $Apple(AAPL)$ ?

$Zeta Global Holdings Corp.(ZETA)$ The Zeta live lineup was impressive. The backing from PLTR, MSFT, and NVDA is a big deal for ZETA. I can see it reaching 100-200 in 12-18 months.

$Apple(AAPL)$ New phones should give Apple a lift on both growth and margins. New servers could do the same. I'm honestly surprised Apple isn't already at 400. This is gold.

QUTXWe're still incredibly early here. I had 18 million at .0010 and picked up more at .0014. I think this one can reach .0025 organically, even without any news. The chatter around Quantum X is everywhere. Once news hits, this should move hard. Hard to see a bad entry at these levels. $Quantum Computing Inc.(QUBT)$  $D-Wave Quantum Inc.(QBTS)$  $Microsoft(MSFT)$  $IBM(IBM)$ 

$Microsoft(MSFT)$ Bessent is directly injecting here, and it's driving me crazy. Looking at $SPDR S&P 500 ETF Trust(SPY)$  while MSFT goes parabolic with the 10-year yield at 5%.