$Apple(AAPL)$ Q3 results show the ecosystem keeps getting stronger. iPhone demand is still solid, Services reached an all-time high of $21.2B, and Vision Pro adoption is picking up real momentum. The focus on AI innovation and sustainability is delivering value to shareholders, not just changing the tech landscape. With a strong product pipeline for fall and a disciplined capital return program, there's good reason to be confident about long-term value creation. Apple's team continues to execute well. The future looks bright.
BTC.XThe first leg up was from $63K to $80K. The second leg is happening now from $80K to $92K, and then we could see a third green candle from $92K to $103K before a small pause. After October/November, the biggest bull cycle should be here for the next 1064 days. 365/1064. $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$ $Apple(AAPL)$
$Advanced Micro Devices(AMD)$ $Snowflake(SNOW)$ AI consumption is clearly speeding up. Snowflake's product revenue came in at +37% YoY, with a meaningful step-up in AI revenue. Enterprise inference is exploding too. CoCo added 2,000 accounts QoQ to reach 9,100+, which points to real production AI workloads that need compute. Demand is ahead of expectations. The FY27 product-revenue guide was raised to $5.84B and $6.07B. And the acceleration isn't stopping. Q3 is guided at +37–38%. From an AMD read-through, more enterprise inference means more hyperscaler compute, which expands the addressable market for Instinct and Helios. Snowflake is another strong demand-side c
The AI infrastructure build-out keeps expanding, and Applied Digital is positioning itself in the middle of the demand for large-scale data-center capacity. There is no real question about whether AI needs more compute. The question is who will have the infrastructure ready when demand picks up. $APPLIED DIGITAL CORP(APLD)$ has serious potential if execution keeps improving and the company keeps converting AI and data-center demand into long-term contracts and revenue. I am watching this one closely. Strong execution, growing AI demand, and expanding infrastructure make this a setup worth paying attention to. I am not chasing the noise here. I am watching the fundamentals, the contracts, and the growth.
$Apple(AAPL)$ John Ternus officially took over as Apple's CEO on Sept 1, 2026, marking the end of Tim Cook's 15-year run. Cook has moved into the role of Executive Chairman of the Board. Ternus, 51, is a 25-year Apple veteran and a mechanical engineer by training, and unlike Cook, who came from operations and supply chain, Ternus is more of a product guy. He joined Apple's product design team in 2001, and his first assignment was working on a monitor that wasn't particularly successful. He stuck with it and eventually climbed the ranks to become Senior Vice President of Hardware Engineering in 2021. He has directly overseen major hardware lines including the iPhone, iPad, Mac, AirPods, and Apple Watch, and he led Apple's transition to in-hous
$Advanced Micro Devices(AMD)$ JOLTS is the first meaningful test. A cooler number could pull Treasury yields down and improve the bid for speculative growth and biotech. ADP is another labour-market signal, useful but usually less consequential than the Friday payrolls figure. Jobless Claims offers another opportunity for yields and rate expectations to move. Payrolls remains the big one for NGEN's macro backdrop, and markets look particularly sensitive because rate-hike expectations have risen recently.
SMCIISSMCI is still priced like the AI boom is passing it by. Look at the valuation comparison: SMCI — roughly 8.6x forward P/E and around 0.6x sales $Hewlett Packard Enterprise(HPE)$ — roughly 13.4x forward P/E and around 1.8x sales $Dell Technologies Inc.(DELL)$ — roughly 23.6x forward P/E and around 2.3x sales $CoreWeave, Inc.(CRWV)$ — no meaningful P/E, around 6.2x sales The bigger part is SMCI's FY2026 10-K is filed. That removes one of the biggest uncertainty overhangs around SMCI, while the company keeps generating enormous AI infrastructure revenue. FY2026 revenue: roughly $39.1B TTM net income: roughly $2.2B Market cap: only about $24B S