To The Moon

$Microsoft(MSFT)$ The drop today, to me, looks more like a last-ditch effort by institutions and big funds to shake out retail holders of MSFT before pushing the price higher. I think there's still a chance MSFT can move toward 650 and beyond after this shakeout.

$Microsoft(MSFT)$ I looked at my screen today and saw a price target of $500 on the horizon.

$Apple(AAPL)$  In my opinion, Wall Street is starting to price in two potential monetizing events: AI Siri at WWDC and the iPhone Fold Ultra, whatever that ends up being. These are two potentially huge revenue drivers that seem increasingly likely to materialize, which is why the stock is moving up.

$Apple(AAPL)$ To the naysayers, just look at the numbers Apple put out last quarter and the guidance for next. With over 2.5 billion active devices, people know how good the products and services are, and they're not leaving the Apple ecosystem—it's strong.

$Apple(AAPL)$  With 2.5 billion users, around $130 billion in cash, and very little capex, this is without doubt the safest and most predictable mega-cap. Their big day is coming, and with about 30% of the world owning an Apple product, it's not going to take much to drive revenues significantly higher. Nearly every other mega-cap is spending tens of billions on capex, some hitting $100 billion, but Apple has completely sidestepped that whole dynamic. It's shaping up to be a banner anniversary year.

$Microsoft(MSFT)$  Microsoft Edge has a low share in the browser market, but what's often overlooked is that Microsoft can integrate AI directly into Windows. After all the spending and hype, the key in the new AI market will be who captures the end users. I think Microsoft has a chance to secure a significant share once it really goes for it.

The recent price action looks like another sign that $Apple(AAPL)$  isn't being manipulated to harvest options premiums.

$Microsoft(MSFT)$ NASDAQ is up over 300 points, but MSFT is down. Management needs to show the investment community that this stock is so much more. It should be at 500+.

$Microsoft(MSFT)$ Green might be coming soon, like a movie coming to a theater near you.

$Microsoft(MSFT)$ MSFT has hundreds of AI data centers, so it won't face the same issues as ServiceNow, CRM, and others. Pureplay software companies risk losses from AI solutions, but as mentioned, MSFT has hundreds of data centers, covering the full range.