$SEALSQ Corp(LAES)$ $Apple(AAPL)$ Apparently SEALSQ CEO Carlos posted an image of a SEALSQ quantum proof chip sitting on an apple with a bite taken out of it, resembling the Apple logo. People are wondering why he did that. Is something brewing between the two companies? The only connection I could find is that tech investor Mark Minevich serves as a board member for SEALSQ and previously had an AI startup he advised, DarwinAI, acquired by Apple. Maybe that sparked some interest in SEALSQ quantum chips among his former colleagues who have been at Apple since the DarwinAI acquisition. It would be great to see something materialize. Then again, Carlos has been pictured with Elon Musk multiple time

$Apple(AAPL)$ Someone asked earlier if Apple longs were doing okay. I just said, "Us Apple multi-millionaire longs? Yeah, we're doing fine."

Recap for the day: $Apple(AAPL)$  322.5C 8/21 | Entry 0.42 | Took 40% $iShares Russell 2000 ETF(IWM)$  5 contracts tracked | Over 100% Solid day overall. Wrapping up here. Have a great evening.

$Alibaba(BABA)$ $SPDR S&P 500 ETF Trust(SPY)$ $Apple(AAPL)$ Alibaba's Qwen AI model is now the most downloaded AI model on the internet, with over 3 billion global downloads in 6 months, ahead of rivals Meta and Google. For AI infrastructure spending, the rough figures look like this: Microsoft $50B (2024) Amazon $48B (2024) Google $33B (2024) Alibaba $23 (2026)

$Microsoft(MSFT)$ MSFT is building a base around $495.40 and looks set for the next move after a clean Q4 beat across the board. Enterprise AI monetization is really scaling now — quarterly revenue crossed $90B, up 18% YoY, and Microsoft 365 Copilot hit over 30M paid users. With Azure guidance for the next quarter projected at a strong 45%, the bear case is getting harder to argue.

$Apple(AAPL)$ Return on assets and return on equity are way too high to keep AAPL down much longer. It feels like it's going to break free and reward those who have held long and kept the faith. I'm sticking with it.

$Apple(AAPL)$  $Apple(AAPL)$  Some analysts are making predictions for Apple as far out as 2028, and it honestly feels like they have no real clue what's coming. It's hard to take those kinds of long-range calls seriously.

$Apple(AAPL)$  This is a notorious AAPL hater, ask anyone who has held the stock. AAPL was moving up nicely, and then right on time this guy steps in to put the kaibash on it. I have seen the same pattern at least 15 times — AAPL up, and this entity steps in on behalf of someone and kills it. Not one of those "fire, fire" moments has ever stifled AAPL's long-term growth. None, zilch, zero. What a travesty.

$Apple(AAPL)$ It is reversing off the 50-day SMA on the daily chart. Once that $316.29–$317.40 level breaks to the upside, there should be a big day here soon.

$Microsoft(MSFT)$ It just pushed straight into the $505–$510 resistance zone after that vertical run from $350. If it clears and holds above $510, the path toward $550 ATHs looks open. A rejection would likely trigger a healthy pullback toward $475–$480, or even the $465 gap fill. After a move this steep, some digestion before the next leg higher would be completely normal.

$Apple(AAPL)$ Someone laid out the top 5 reasons consumers hate iPhones, or Apple stock. 5. The battery lasts just long enough to get your hopes up, then dies exactly when you need it most. 4. Charging is so slow you could cook a frozen pizza in the time it takes to go from 20% to 80%, and they still don't include a charger in the box. 3. Siri remains the most expensive way to hear "I didn't understand that" after every request. 2. The design has stayed so similar for years that last year's model and this year's model are basically identical twins who refuse to admit it. And the number one reason consumers hate iPhones or Apple stock: 1. They cost more than a used car, yet somehow make you feel like you're the one who got the better end of th

$Apple(AAPL)$  Apple's ex-dividend date wrapped up today. I was catching up on some news and noticed AAPL was among the three stocks that saw strong demand. After the dip, it has been drawing a lot of attention. Now it has the dividend, the buybacks, the attention, and a fair amount of tariff compensation factored in.

$Apple(AAPL)$ Apple had another solid day. Tomorrow is the last day for the dividend.

$Apple(AAPL)$ The dividend is on the way, and it looks like people are buying shares to capture it. The large buyback program is also having a noticeable effect. Meanwhile, shorts are still pressing their bets.

$Apple(AAPL)$ Meta dropped $36. I think Apple will be okay. They might have some supply chain headwinds, but they don't face the same level of AI spending pressure as the other mega-cap names.

$Apple(AAPL)$ It looks like all the money flowing into QQQ and SPY is being funneled into AAPL, and that's the only thing keeping the broader market from a limit down.

$Apple(AAPL)$ There is still some work to be done on this, but so far she's been treating me right.

$Microsoft(MSFT)$ It’s a good company, but we’ve already seen what happened to GOOG. I don’t like saying it, but I think this report pushes MSFT to $350. It’ll bounce on solid earnings before dropping on increased capex. The hyperscalers are going to keep raising capex. AAPL should be the winner this quarter since they’re sourcing their AI from OpenAI, but once they realize they need way more compute to build their in-house model, they’ll be playing catch up.

$SoundHound AI Inc(SOUN)$ SoundHound has put out some pretty concrete proof of its global scaling power. The Deliverect integration lets tens of thousands of restaurants activate SoundHound's advanced voice-AI with a single click, basically removing the usual friction from fragmented POS systems. This deal moves SoundHound from a point-solution provider toward more of an infrastructure-level AI player in the hospitality space. The Deliverect partnership also shows SoundHound's ability to scale with near-zero marginal cost. By tapping into Deliverect's existing infrastructure, SoundHound can reach 80,000 locations globally without meaningfully increasing its own sales or implementation expenses. It looks like this could become a notable player

$Microsoft(MSFT)$ It looks like there's only one more moving average left to take over. If that happens, this could be bullish all through next year.