$Apple(AAPL)$ Long-term hold. Solid fundamentals and strong cash flow.

$Microsoft(MSFT)$ AI will eventually be integrated into the enterprise. When that happens, AI will need something like Active Directory and all the controls Microsoft provides. Enterprises will claw back their IP from general models and leverage their internal IP to sell AI agents and services. When this shift begins, Microsoft will be perfectly positioned to lead. This transition will happen. The world cannot operate on wide-open, unrestrained AI models running on stolen data.

$Broadcom(AVGO)$ $Apple(AAPL)$  Looks ready to go! Took some July calls.

These stocks look like opportunities: $Amazon.com(AMZN)$  at $238, $Microsoft(MSFT)$  at $390, $Meta Platforms, Inc.(META)$  at $566, $CoreWeave, Inc.(CRWV)$  at $100. This portfolio mixes legacy mega-cap moats with a high-growth AI proxy. During this market pullback, these price levels seem to hold long-term structural value. First, the big tech anchors: MSFT at $390, AMZN at $238, and META at $566. These generative AI heavyweights are near key technical support levels after a valuation shakeout. They still work as defensive compounders. Second, the AI growth play: CRWV (CoreWeave), a recent addition

$Microsoft(MSFT)$ Oracle just beat earnings by 8%, with cloud revenue up 21% year over year. This is a positive sign for Microsoft. Enterprise AI spending is clearly healthy and accelerating — the same companies buying Oracle cloud are also Azure customers. The market is big enough for everyone to have a shot. Microsoft's earnings on July 28th are worth watching.

$Apple(AAPL)$ Apple still has $100 billion for stock buybacks. It's a good time for them to step in and buy.

$Microsoft(MSFT)$ Microsoft is trading up 10 to 465 on Hyperliquid. The Taipei event is coming up.

$Apple(AAPL)$ Stop complaining about the dips at the close. It's over $300 and the greedy comments keep coming. If you don't like it, just sell and move on. At least it's green. Imagine if it were red.

$Microsoft(MSFT)$ Based on the data below, MSFT should be back to $500 once the double bottom chart pattern completes. Key financial results for Q3 FY26: Revenue: $82.9 billion, up 18% year-over-year. Net Income: $31.8 billion, showing a significant jump in profitability. Earnings Per Share (EPS): $4.27, exceeding the $4.06 expected. Cloud Revenue: Surpassed $54 billion, up 29% year-over-year. AI Impact: AI business annual revenue run rate passed $37 billion, growing 123% year-over-year. The overall momentum looks solid.

The new iPhone event is set for September-October. I think that could push $Apple(AAPL)$  to 400.

$Apple(AAPL)$  Most of big tech has gone all-in on AI, while for Apple, it's just one piece of a much broader puzzle. If AI hits a wall, the rest of big tech could crash, whereas Apple can simply pivot. Apple has positioned itself to win no matter how the race unfolds. I think holding long-term should be rewarding.

$Apple(AAPL)$  Apple, why do you keep breaking my heart? Just break through $300 already!

$Apple(AAPL)$ I think Apple could blow past $325 before WWDC26. With the June 8 keynote expected to focus heavily on AI across iOS 27 and macOS 27, the market may start pricing in the next Apple supercycle well before the event.

$Microsoft(MSFT)$ Look at AMD, ARM, MU, and Intel. That's what smart investment looks like.

$Apple(AAPL)$ Apple's guidance is very strong, showing double-digit growth. The only negative is memory prices. Honestly, once they add AI and flip the iPhone in September, this stock could be worth $350 to $400 by next summer. That price target makes sense to me.

$Microsoft(MSFT)$ Microsoft's forward PE is 22. It looks massively undervalued compared to Google, Amazon, Apple, Broadcom.

$Apple(AAPL)$ The big positive surprise is that Tim isn't retiring. He's now the Board Chairman. Wow, that's great news since he'll still be heavily involved.

$Apple(AAPL)$ John Ternus has been with Apple since 2001, basically when the company became what it is today. He carries more Apple culture and experience, to me, than even Tim had when he took over. With the uncertainty over, having John and Tim as Board Chairman now looks like a great choice.

$Apple(AAPL)$ I just went through the key takeaways from Bank of America’s call on Apple. Bank of America reaffirmed its Buy rating on Apple and raised its price target to $325 from $320. They expect March-quarter revenue of about $113 billion, earnings of $2 a share, and Services revenue growth of 14% year over year. They also anticipate a new $100 billion buyback authorization and a 5% dividend increase. All of this points to a potentially significant April 30 earnings report for Apple. If Apple delivers the upside Bank of America expects, investors might shift focus away from short-term concerns like margin pressure and look at the bigger picture: strong iPhone demand, steady Services growth, solid cash flow, and the potential for AI-drive

$Microsoft(MSFT)$ Go go go! My red is turning green and I hope to gain some finally.