To The Moon

$SpaceX(SPCX)$ I think AI will consolidate down to just 2 to 4 global players. If governments around the world put regulations on AI, there's a good chance each region like the EU, China, and North America will end up with their own AI leaders. For the free market capitalist and democratic countries, I see only 2 or 3 AI companies dominating. I believe Google AI will be the leader, or at least one of the few that ends up at the top, assuming government regulators allow it. Unfortunately I'm not betting on Google for an AI play because the stock already looks expensive to me. I was thinking, why not have Google spin off its AI division and offer it at a cheap price. Betting on SPCX for AI is a lose-lose bet, but I'm willing to invest by buying

Just like Guy Kawasaki was an $Apple(AAPL)$  evangelist, the bulls here seem to be $Wendy's(WEN)$  evangelists.

$Apple(AAPL)$  With the US facing backlash from the threats against Iran, AAPL still looks like the safest place to be.

$SEALSQ Corp(LAES)$ $Apple(AAPL)$ 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.