To The Moon

The market transfers wealth from the impatient to the patient. Last week's fear could become this week's opportunity. $Apple(AAPL)$  is rebounding.

$Apple(AAPL)$ Apple grew quarter over quarter 29%. For a company the size of Apple, that's a massive amount of real dollars. It's genuinely one of the best businesses ever to exist in world history. The level of skepticism around it is honestly a bit amusing.

$Apple(AAPL)$ For longer-term holders, I think this could climb back to $380 by early 2027, especially with the new phone, glasses, and other products in the pipeline. The holiday season should also bring in a good amount of revenue.

$Microsoft(MSFT)$  settled perfectly to call it a night - night bulls

$Apple(AAPL)$ Rising tides raise all ships. Apple is and will be the greatest core position of all time. For me, I'm going with a healthy dose of PLUG. I also believe that if the AI trade in semis is dead, this Apple trade doesn't work. Spread the wealth, the year of the bull is here. Not financial advice, just my opinion.

$Apple(AAPL)$ With Project Titan wrapped up, Apple's fortified orchestration layer now helps protect the installed user base and ecosystem for both Apple and Ford. For Ford, it's mainly about fleet vehicles. The Apple Maps SDK ends up working much like iTunes did, and Apple Pay becomes an expanded user base, now also creating a path toward a self-driving car. The approach seems AI agnostic. Ford essentially just announced the post-iPhone hardware, and Ford gets fleet vehicles plus Ford Pro as a recurring installed customer base. Apple has expanded its services and customer base, opening up a whole new line of revenue generation without directly competing on AI buildout, while still benefiting from it.

$Apple(AAPL)$ Made a quick scalp on SPY and QQQ calls, ended up with about $5,000. Re-entered on the dip and I'm up another $2,000 on that second trade. I'm still in at a lower cost.

$NVIDIA(NVDA)$ Maybe we could see a 7-8% move soon, following the momentum from $NEBIUS(NBIS)$ , and potentially overtake $Apple(AAPL)$  again. I think reaching $215 is possible.

$Apple(AAPL)$  Not too worried here. Looks like some profit-taking and short positions at play. I'm staying long and holding strong. Good things are on the way, including a very qualified CEO.

$Apple(AAPL)$ The recent report on Google's Frozen v2 architecture really underscores the value of owning your own infrastructure. While some are focused on trying to fit basic LLMs into limited mobile memory with software tricks, Google is taking a different path by directly integrating the Gemini neural architecture into its custom server silicon. The potential efficiency gains are significant. By embedding the model blueprint into the hardware, Google is aiming for a 6x to 10x improvement in power and cost efficiency for inference tasks compared to standard TPUs. This gets to a core economic issue. As spatial computing and continuous AI agents become more prevalent, the cost per inference token becomes a critical competitive advantage. If