To The Moon

$Apple(AAPL)$ Long-term hold. Solid fundamentals and strong cash flow.

$Microsoft(MSFT)$ AI will eventually be integrated into the enterprise. When that happens, AI will need something like Active Directory and all the controls Microsoft provides. Enterprises will claw back their IP from general models and leverage their internal IP to sell AI agents and services. When this shift begins, Microsoft will be perfectly positioned to lead. This transition will happen. The world cannot operate on wide-open, unrestrained AI models running on stolen data.

$Broadcom(AVGO)$ $Apple(AAPL)$  Looks ready to go! Took some July calls.

These stocks look like opportunities: $Amazon.com(AMZN)$  at $238, $Microsoft(MSFT)$  at $390, $Meta Platforms, Inc.(META)$  at $566, $CoreWeave, Inc.(CRWV)$  at $100. This portfolio mixes legacy mega-cap moats with a high-growth AI proxy. During this market pullback, these price levels seem to hold long-term structural value. First, the big tech anchors: MSFT at $390, AMZN at $238, and META at $566. These generative AI heavyweights are near key technical support levels after a valuation shakeout. They still work as defensive compounders. Second, the AI growth play: CRWV (CoreWeave), a recent addition

$Microsoft(MSFT)$ Oracle just beat earnings by 8%, with cloud revenue up 21% year over year. This is a positive sign for Microsoft. Enterprise AI spending is clearly healthy and accelerating — the same companies buying Oracle cloud are also Azure customers. The market is big enough for everyone to have a shot. Microsoft's earnings on July 28th are worth watching.

$Apple(AAPL)$ Apple still has $100 billion for stock buybacks. It's a good time for them to step in and buy.

$Microsoft(MSFT)$ Microsoft is trading up 10 to 465 on Hyperliquid. The Taipei event is coming up.

$Apple(AAPL)$ Stop complaining about the dips at the close. It's over $300 and the greedy comments keep coming. If you don't like it, just sell and move on. At least it's green. Imagine if it were red.

$Microsoft(MSFT)$ Based on the data below, MSFT should be back to $500 once the double bottom chart pattern completes. Key financial results for Q3 FY26: Revenue: $82.9 billion, up 18% year-over-year. Net Income: $31.8 billion, showing a significant jump in profitability. Earnings Per Share (EPS): $4.27, exceeding the $4.06 expected. Cloud Revenue: Surpassed $54 billion, up 29% year-over-year. AI Impact: AI business annual revenue run rate passed $37 billion, growing 123% year-over-year. The overall momentum looks solid.

The new iPhone event is set for September-October. I think that could push $Apple(AAPL)$  to 400.