To The Moon

$Apple(AAPL)$ New Macs just dropped without notice. That suggests there is a lot more in the short-term pipeline. Nice.

$Apple(AAPL)$ That's simply not true. Look at the record Apple product sales from last quarter. Just wait and see. September 9 is coming.

$Oracle(ORCL)$ Burry caught the $Palantir Technologies Inc.(PLTR)$  move from 120 to 180, then watched $Microsoft(MSFT)$  and $Amazon.com(AMZN)$  after earnings, and figured he had to load up on $NVIDIA(NVDA)$  calls to offset some recent losses. ORCL looks set up for a pre-earnings run toward 165+, with a possible post-earnings push to 190.

Technology's future is really about what it can do for people. Apple keeps focusing on innovation that improves everyday life, while protecting privacy, accessibility, and the values customers trust. There's still a lot ahead. $Apple(AAPL)$ 

Apple opened a new advanced manufacturing center in Houston, with CEO Tim Cook and Commerce Secretary Howard Lutnick present. The facility is already producing AI servers and plans to start manufacturing Mac Mini computers later this year. Apple put hundreds of millions of dollars into the site, which will also provide manufacturing training and education for local businesses. The Houston site is part of Apple's broader push to expand U.S. manufacturing. Cook mentioned that Apple sourced more than 20 billion U.S.-made chips last year, including 100 million chips from TSMC's Arizona facility. Apple has also committed $600 billion to its American Manufacturing Program, supporting suppliers and semiconductor production in the U.S. The opening comes shortly before Cook transitions from CEO to

$Microsoft(MSFT)$ Goldman on tech: One thing that stood out from this reporting period was the growth rate of cloud revenues for the hyperscalers. MSFT and AMZN drew a clearer link between AI capex and ROIC. As long as that linkage exists — and the market keeps rewarding it — it's hard to see any slowdown in spending.

$Microsoft(MSFT)$ 500C Aug 14 REPEAT SWEEP $224.3K · $1.42/contract · 6.8x Vol/OI Spot $496.07 MSFT 4th repeat sweep targeting $501.42 breakeven in 1 DTE, $224K premium with 6.8x Vol/OI suggests near-term upside conviction.

$Microsoft(MSFT)$  MSFT ran from $381 to $501 within a month. Some people spent too much time jumping in and out and missed most of that historic move. A few dollars of pullback isn't worth the noise. MSFT still has a long way to go, and staying with it over the long run will likely leave you far better off than trying to short-term trade it. It would be interesting to hear which other stocks supposedly outperformed MSFT in the same stretch. There's a reason people still look at the Buffett approach: pick valuable companies and stick with them. That style kept Berkshire Hathaway at the front, and plenty of traders who followed that thinking have done well.

$Microsoft(MSFT)$ Microsoft is a solid company with a strong future ahead. It feels like it's just catching its breath right now, and should continue higher from here. Not a single analyst is calling for a sale. With a quality name like this, patience seems like the better approach rather than trading it short term.

$Apple(AAPL)$  Before a new product launch, the most important thing is to sit tight and hold on. How do you see it?