$Microsoft(MSFT)$ I think MSFT will post strong earnings and another beat, which would make it the 9th beat in a row. The stock has been a slow ride, but maybe after earnings we could finally get toward that $600 a share level. A split could also be on the table at some point, the last one was back in 2003.
$Apple(AAPL)$ Apple is keeping their money to themselves, no need to spend billions like Altman just to make less profit. I hope to pick up some Apple before it really takes off.
$Apple(AAPL)$ You don't have to buy or even like the latest iPhone for AAPL to go up. Owning the stock is a bet on Apple's overall business: iPhone, Services like the App Store, Apple Music, iCloud, Apple Pay, plus Mac, iPad, Wearables, and the massive cash pile and buybacks that support the share price. Consumer hardware cycles matter, but they aren't the only driver. Buying the stock is the purest way to express that view. Why did the guy refuse to buy the new iPhone? Because his broker already told him the purest way to support Apple was just to buy the stock. And that way his wallet still had enough left for the next earnings call.
We are now in the most widely favored and anticipated phase of the 4-year Presidential Cycle, often called "The Sweet Spot." From Q4 of the Midterm year through Q2 of the Pre-Election year, SPX has averaged an +18% gain and has a perfect track record of positive returns. $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Apple(AAPL)$ $NVIDIA(NVDA)$