To The Moon

$Micron Technology(MU)$ I've been seeing a lot of posts about Apple negotiating with blacklisted memory suppliers. To start, Micron just donated $250 million. Also, by definition, 'blacklisted' means they can't be used. On top of that, blacklisted companies likely don't have the production capacity to meet Apple's demand.

$Apple(AAPL)$  AAPL is just $20 away from getting back to $315. I still don't think betting against it is a wise move.

Apple Inc. $Apple(AAPL)$  and American Express AXP. This is another incremental but important expansion for the Apple Pay ecosystem. The “Pay with Points” integration reduces checkout friction within Apple Pay, while also tightening the link between card rewards and in-app spending behavior. For $American Express(AXP)$ , it reinforces Membership Rewards stickiness and usage frequency. For $Apple(AAPL)$ , it further entrenches Apple Pay as a default payment layer across consumer transactions. It's not a headline-driven revenue catalyst on its own, but it continues the broader theme of Apple steadily turning payments into an embedded financial layer,

$Netlist, Inc.(NLST)$ All I want for this July Christmas is for AMD to acquire Netlist. I think it's okay to dream a little dream. I'll repeat my previous quotes: I bought AMD in 2016 for the tech, and I bought Netlist in 2018 for the tech patents. That's it.

$Advanced Micro Devices(AMD)$ The technical structure remains highly constructive, with the 10-week moving average having caught up to the price action. The stock continues to form a healthy bull flag pattern. A few more days of tight consolidation would set up a clean base for potential trend continuation.

$Apple(AAPL)$ Loaded 60 contracts of the 287 call today, target is 300 plus.

$Apple(AAPL)$  I put all my remaining capital in at $278. Apple should trade above $350 by year end.

$Apple(AAPL)$ Apple is the clear winner with very little spending on AI.

$Advanced Micro Devices(AMD)$ If these projections hold, net income estimates are starting to look like a different company. • 2025: ~$4.3B • 2026: ~$12.1B • 2027: ~$21.5B • 2028: ~$30.7B That's a move from around $5B to ~$30B in just a few years. Why so aggressive? It all comes back to AI demand, the mix shift, and higher-margin compute finally scaling through the cycle. If even part of this plays out, today's valuation starts to look very different.

$Apple(AAPL)$  Apple gets to ride the AI wave without having to build the underlying infrastructure. And basically, everyone using AI from different companies is doing so on an iPhone. So, it looks like Apple is the one coming out on top across the board.