To The Moon

$Navitas Semiconductor Corp(NVTS)$ Short-term sell-offs aren't something I get too worked up about, since that's how it usually goes. This is the kind of setup where I've been building my position and taking gains in NVTX. It's the same approach that made me six figures with $Advanced Micro Devices(AMD)$  and AMDL.

$Apple(AAPL)$  Bought 340c 10/16; light position. Risk management is key. Discipline over emotions. NFA.

$NVIDIA(NVDA)$ The board has approved a $150B increase to the company's share-repurchase program, bringing the total buyback authorization to $235B. That eclipses the $110B stock buyback $Apple(AAPL)$  unveiled in May 2024, and comes just 4 months after Nvidia's board added $80B to its buyback program. Nvidia said in a Monday presentation that its investment portfolio includes 13 public companies and 229 private companies, and that its return on investment for exits is greater than 3x the amount it put in. Nvidia plans to return excess FCF from those investments in the form of share repurchases and a gradually growing dividend. Nvidia also said it would partner with Wall Street firms and partial

$Apple(AAPL)$ Looks like the broader market could be rough going forward, but $Paradiumai Inc(PAAI)$  should hold up well.

$Apple(AAPL)$ Apple doesn't need to win the AI infrastructure race to benefit from AI. Their edge is having a huge installed device base and control over the hardware, operating system, and services ecosystem. Any successful AI rollout gets massive distribution right away.

$Advanced Micro Devices(AMD)$ Did I just become a multi millionaire because of this stock... I think so.

$Apple(AAPL)$ Demand for the iPhone 18 lineup looks stronger. Backlog will be 3-5 weeks as reviews drop in, and the Duo is likely to have a pretty wild wait time.

$Apple(AAPL)$ 2026 estimates point to smartphone sales declining more than 14% by year end. The drop is tied to sharp memory cost increases, which are forcing price hikes to avoid major profit losses. The bigger question is where the sales declines and price hikes will hurt the most. Android is forecast to take the hardest hit, with up to a 25% decline in sales spread across all Android makers. That hits them hardest in their bread and butter low-end budget tiers, and somewhat in the midrange as well. This does not include Huawei, which may see a small decline in absolute sales. Samsung and Chinese OEMs cannot absorb the cost increases, so they have to raise prices, which may reduce sales and demand at those price points. That is just how thi

$SPDR S&P 500 ETF Trust(SPY)$ Best thing that can happen for bulls is flushing out the gamblers. Markets only go up once the non-investors and lousy traders are gone. A clean 15% reset would actually help. $Meta Platforms, Inc.(META)$  $Apple(AAPL)$  $Invesco QQQ(QQQ)$  $NVIDIA(NVDA)$ 

I think once the rate decision is out of the way, the market could bounce back, and $Advanced Micro Devices(AMD)$  with some momentum might have a clear path past 520.