Marian Horace

    • Marian HoraceMarian Horace
      ·10-28 14:33
      $Apple(AAPL)$ Apple is in its final countdown. Apple will reach a higher price than HPQ with its APP and Apple Store.
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    • Marian HoraceMarian Horace
      ·10-26
      $Apple(AAPL)$  still looks positioned for another push higher. The stock remains above the 325.87 invalidation level, and the recovery from wave ((iv)) continues to unfold impulsively. The recent wave iv pullback appears complete, so AAPL can extend higher in wave v toward the 352–353 area before the current short-term sequence wraps up. As long as 325.87 holds, the larger bullish structure remains intact.
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    • Marian HoraceMarian Horace
      ·10-23
      $Apple(AAPL)$ New 53 week high. My best investment ever.
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    • Marian HoraceMarian Horace
      ·10-23
      $HELUS PHARMA INC(HELP)$ $COMPASS Pathways plc(CMPS)$ Started healthy positions here today. Excited about it. Sold MindMed too soon and I won't make the same mistake. $Lucid Group Inc(LCID)$  $Apple(AAPL)$ 
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    • Marian HoraceMarian Horace
      ·10-21
      $Apple(AAPL)$ Apple and Meta announced a new collaboration on October 15, 2026. The companies worked together so developers can run Meta's Muse Spark Open, an 816-billion-parameter open-weight AI model. Mark Zuckerberg publicly thanked Apple CEO John Ternus, and Ternus replied positively. This is notable because the companies have long been rivals. Cutting out the noise, this strengthens Apple's story as a premium on-device AI hardware platform, validates its silicon and software stack, and opens the door to more partnerships under Ternus, while fitting Apple's privacy-first approach. It is more about positioning and ecosystem signaling than a near-term earnings catalyst. Longer-term value depends on whether local AI inference grows, whether
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    • Marian HoraceMarian Horace
      ·10-20
      $Microsoft(MSFT)$ Volume has been picking up on up days and drying up on down days, which fits an accumulation pattern.
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    • Marian HoraceMarian Horace
      ·10-19
      $Apple(AAPL)$ Apple at $400. There's a lot of noise and phony stories floating around in the daily news, but I wouldn't put much weight on any of it.
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    • Marian HoraceMarian Horace
      ·10-19
      It's interesting to see the major hyperscalers all clustering in the 5.7% to 12.84% YTD gain range, except for ORCL. That compares with SPY's 11.34% YTD gain. Ranked by best YTD performance: $Microsoft(MSFT)$ , $SpaceX(SPCX)$ , $Amazon.com(AMZN)$ , $Alphabet(GOOGL)$ , META.
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    • Marian HoraceMarian Horace
      ·10-15
      No need to overcomplicate it. $Apple(AAPL)$  and $Microsoft(MSFT)$  are really all you need as forever holds. Add on weakness.
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    • Marian HoraceMarian Horace
      ·10-14
      Commoditization isn't the end of the AI profit pool. The internet became a commodity too, and the most valuable businesses were built on top of it. AI models are heading down the same path — the value accrues to whatever gets built on them. $Alphabet(GOOGL)$  $Meta Platforms, Inc.(META)$  $Microsoft(MSFT)$ 
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