To The Moon

$Amazon.com(AMZN)$ Amazon is the real long term AI winner. Half these companies will go bankrupt.

$Amazon.com(AMZN)$ Just another uneventful day in the market. I even picked up a few things on Amazon, so they got me from more than one angle. Not much else to read into it for now.

$Amazon.com(AMZN)$  Not a great day, but it's starting to look like a higher low might be forming here, which could set up an inverted head and shoulders.

$Amazon.com(AMZN)$ Come on, keep the upward momentum going. Looks like it's heading for a red close, but hopefully it can turn green and limit the damage.

$Amazon.com(AMZN)$  There's a solid take on how Meta and AMZN can both win on ads and ecommerce with MUSE agents. Meta can show its MUSE advertisers precisely how much business they closed per ad dollar, to the penny, via API on Amazon. AMZN keeps its ads business growing while ecommerce expands through agentic commerce. Good call if you didn't knee-jerk this news as bearish. Jassy has been working on agentic commerce plans for a good while now. Google and MSFT are next for a MUSE "one-up," so get used to it.

$Apple(AAPL)$ Triple digit profits from both last night's close and this morning's dip. $337-$338 was mentioned, and $338 printed.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $Apple(AAPL)$  $NVIDIA(NVDA)$ MSFT TSLA SNDK MU. Looking at the MAGS, this doesn't look like a market that's scared of rate hikes.

$Apple(AAPL)$  First time in a while I've seen Apple and NVDA both green at the same time — that caught me off guard.

I've been holding $Apple(AAPL)$  since the first iPhone back in 2007. It's worked out very well for me. At the end of the day, everyone just has to focus on their own path.

$Apple(AAPL)$ Still has room to grow with services and wearables picking up steam. The market seems to be watching how the next product cycle plays out. The long-term growth story looks intact, just a matter of patience. Curious how others are viewing the setup here.