To The Moon

$Apple(AAPL)$ A couple of years ago, everyone was piling on Apple for supposedly being behind in AI. Apple just kept doing its thing and never said a word. Look at where things stand now. Love this company.

$Tesla Motors(TSLA)$  Weird to see resistance at 390 when the PE is only 420. It seems like it should go up a lot more for no real reason.

$Apple(AAPL)$ Apple landed a sizable deal with the Philippines educational system. It covers 170,000 MacBook Neos across more than 16,000 campuses nationwide. That's a solid agreement. It does bring back memories of Apple's early days, when it held a dominant position in schools.

$Tesla Motors(TSLA)$ TSLA probably doesn't carry much political risk. The company is anchored in strong fundamentals, so it shouldn't really matter which political party controls the government.

$SpaceX(SPCX)$ I bought this dip with 50 shares and will add 50 more on weakness. I don't want to be the guy saying I should have bought SPCX under $150-200. That's what I did with TSLA before the split.

$Apple(AAPL)$ Trump just name-dropped 5 companies in his speech: Apple, Texas Instruments, Bristol Myers Squibb, Eli Lilly, and Toyota. Worth keeping in mind what happened last time he singled out Micron and Dell.

$Tesla Motors(TSLA)$ Breaking out of a 1-year channel on the weekly timeframe, with price back above the 50-week MA. RSI is also back above 50 in the bull zone and rising. This name could have a strong finish to the year.

$Cerebras Systems(CBRS)$ Not selling. Let the weak hands leave. Someone published an unverified report and now people are running like cockroaches. OpenAI and $Oracle(ORCL)$  are not stupid enough to sign billions of dollars in deals just to get burned. OpenAI is a lab, but what about $Oracle(ORCL)$ ? Do you think they didn't do their homework and signed a deal for nothing? Their claim is that the product wears out in about 1.5-2 years. Well, my iPhone wears out during that time too. Should we short $Apple(AAPL)$  as well? Makes no sense.

$Apple(AAPL)$ Nice rebound from that recent low around $341. This one doesn't stay down for long. The sellers really don't seem to have much sense.

Someone just dropped $1.1 Million on Sept. 2027 $Tesla Motors(TSLA)$  580 calls.