To The Moon

$Microsoft(MSFT)$ This really shows how long-term stock value comes more from the business compounding over time, not just the short-term price moves. Looking back 15 years, the stock was around $159. Revenue was near $22.96B, free cash flow was about $10.55B, and EPS was roughly $0.85. Now, the stock is near $384. Revenue has grown to around $281.72B, free cash flow is close to $71.61B, and EPS is about $13.64. The key takeaway isn't just the price increase, but the huge expansion in the company's actual earnings power and cash generation over that period. In the end, price swings often just reflect changing market sentiment, while the real fundamentals show the compounding ability of the business.

$Apple(AAPL)$  The shorts might not really understand what they're betting against. With everyone raising prices, Apple can leverage its scale to secure the best memory prices, narrowing the gap between the top-tier handheld devices and Android. This is bullish for Apple, and only for Apple.

$Microsoft(MSFT)$  MSFT printed a bullish weekly candle, and it's not a small one. It's a strong bullish engulfing candle, decisively reclaiming the $370s after tagging a fresh 52-week low at $349.20 earlier in the week. What makes this week's MSFT candle bullish: - Bullish engulfing structure: This week's candle fully engulfs last week's body, reversing the prior downtrend. - Long lower wick: MSFT flushed to $349.20 (new 52-week low) but buyers stepped in aggressively. Long lower wicks confirm demand zones. - Strong close near highs: MSFT closed at $372.97, very close to the weekly high of $376.61, showing sustained buying pressure. - +5.7% weekly gain: A large green candle after a multi-week selloff often mark

$Microsoft(MSFT)$ For those who think MSFT is a faltering company, that's not accurate. MSFT remains a major Nasdaq large-cap company and one of the original Magnificent Seven. It's not only profitable but also growing both its top and bottom lines.

$Apple(AAPL)$  You think a price hike of a few hundred dollars will make people jump off the Apple train? I doubt it. This looks more like another solid buying opportunity.

Feeling confident about $Micron Technology(MU)$ 's earnings today, largely because $Apple(AAPL)$  reported a 20% price increase tied to memory. Apple is one of the most sophisticated and high-leverage memory buyers in tech. When a buyer of that scale says cost increases are unavoidable, it usually signals a multi-year elevated pricing cycle. You don't reset flagship pricing and risk a customer hit unless the supply chain knows high costs will persist.

Adding to $Apple(AAPL)$  under $300 a share. This company will just continue to capture the increasingly worthless USD.

$Apple(AAPL)$ Price targets before the price hike are from over 170 analysts. After the hike, it's probably $450-582. We'll see later.

$Apple(AAPL)$  Last week it was in the 290s. Tide goes out, tide comes in. Look at historical prices.

$Microsoft(MSFT)$ I was thinking of picking up a few shares. It's a solid company without much volatility. I know it's been a bit of a laggard, but analysts still have a buy rating on it, with a price target that's $150 or more above the current price.