To The Moon

$Tesla Motors(TSLA)$ Bessent and the US Treasury could buy up 10% of the float now while it's still cheap. That would mean investing in a great American company and the largest practical AI player in the world. Then when the share price reaches $3000/shr, dividends could be issued to Americans.

$Microsoft(MSFT)$  Muse and now OpenAI Dots are creating some headwinds for software names like $iShares Expanded Tech-Software Sector ETF(IGV)$ , $ServiceNow(NOW)$ , and MSFT. That's opening up a few opportunities.

$Tesla Motors(TSLA)$ This big bounce back after the ER looks bullish to me. It's a clear buy and definitely on my watchlist. This can go much higher, with key resistance at 380, and then the 400 level. A top watch for me.

$Apple(AAPL)$  335, entry point and heading to 345, if it breaks, heading to 357 soon. Looking at 342.50 monthly options on it. GTLA.

$Apple(AAPL)$  Cell phones? Any company can make those. Laptops too, every company can produce them, but they no longer have to steal to build products. Apple is about to hit 300.00.

$Carnegie Clean Energy Ltd.(CWGYF)$ Carnegie Energy will have a good opportunity to showcase their CETO technology soon. The Ocean Energy Sector is set to gather for ICOE OEE 2026 in The Hague in less than 2 weeks. Ocean energy leaders, policy makers, and researchers from around the world will attend for key sessions, workshops, and networking aimed at advancing the ocean energy industry. Carnegie's team will be presenting across the conference program. Attendees can stop by Stand 48 to meet the team and discuss what's next for Carnegie and the ocean energy sector. Registrations are still open for anyone planning to attend in The Hague.

I do think $Microsoft(MSFT)$  is set up for a move toward $540+ if the broader market can hold up. I'm looking at late October as the timeframe.

The excuse today leans on Point #2, but Apple working to replace Qualcomm chips was already known. So what's actually new here? Point #1: Qualcomm secured an important win with AAPL. The renewed patent license protects Qualcomm's licensing relationship and royalty revenue even as Apple moves toward its own modem technology. Point #2: Apple reducing its reliance on Qualcomm modems is old news, and the market already knew it. New positive news gets ignored. Old news gets recycled as an excuse to sell. It looks like the algorithmic traders found their reason to push $Qualcomm(QCOM)$  into the red today. QTL wins the license. QCT deals with the modem transition. They don't need new news. They just need an excuse.

$Apple(AAPL)$ Good news from the dinner, and the market seems to be digesting the bullish Qualcomm deal. That could push this past $340.

$Apple(AAPL)$ A coordinated effort seems to be underway to undermine improving US-China relations, with a hit piece timed specifically to cap any upside in Apple. That's not just questionable, it's outright criminal.