Marian Horace
Marian Horace
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$Microsoft(MSFT)$ The drop today, to me, looks more like a last-ditch effort by institutions and big funds to shake out retail holders of MSFT before pushing the price higher. I think there's still a chance MSFT can move toward 650 and beyond after this shakeout.
$Microsoft(MSFT)$ I looked at my screen today and saw a price target of $500 on the horizon.
$Apple(AAPL)$  In my opinion, Wall Street is starting to price in two potential monetizing events: AI Siri at WWDC and the iPhone Fold Ultra, whatever that ends up being. These are two potentially huge revenue drivers that seem increasingly likely to materialize, which is why the stock is moving up.
$Apple(AAPL)$ To the naysayers, just look at the numbers Apple put out last quarter and the guidance for next. With over 2.5 billion active devices, people know how good the products and services are, and they're not leaving the Apple ecosystem—it's strong.
$Apple(AAPL)$  With 2.5 billion users, around $130 billion in cash, and very little capex, this is without doubt the safest and most predictable mega-cap. Their big day is coming, and with about 30% of the world owning an Apple product, it's not going to take much to drive revenues significantly higher. Nearly every other mega-cap is spending tens of billions on capex, some hitting $100 billion, but Apple has completely sidestepped that whole dynamic. It's shaping up to be a banner anniversary year.
$Microsoft(MSFT)$  Microsoft Edge has a low share in the browser market, but what's often overlooked is that Microsoft can integrate AI directly into Windows. After all the spending and hype, the key in the new AI market will be who captures the end users. I think Microsoft has a chance to secure a significant share once it really goes for it.
The recent price action looks like another sign that $Apple(AAPL)$  isn't being manipulated to harvest options premiums.
$Microsoft(MSFT)$ NASDAQ is up over 300 points, but MSFT is down. Management needs to show the investment community that this stock is so much more. It should be at 500+.
$Microsoft(MSFT)$ Green might be coming soon, like a movie coming to a theater near you.
$Microsoft(MSFT)$ MSFT has hundreds of AI data centers, so it won't face the same issues as ServiceNow, CRM, and others. Pureplay software companies risk losses from AI solutions, but as mentioned, MSFT has hundreds of data centers, covering the full range.
$Apple(AAPL)$  An engineer CEO has a deep understanding of hardware development, having overseen key products like the iPhone, Mac, and AirPods. This ensures technical feasibility is prioritized, maintaining high standards for performance and quality. An engineer-led approach strengthens Apple’s focus on proprietary silicon (as highlighted by Srouji’s role and Termus’s role), which is critical as AI gains prominence on devices. Leaders who are engineers are better equipped to understand the “real work being done,” increasing credibility with teams, enhancing communication, and accelerating product development cycles. Engineering leadership can better navigate the complexities of integrating AI deeply into system
$Apple(AAPL)$  John Ternus said today that with new products and services on the way, “Apple will change the world once again.”
$Microsoft(MSFT)$ It looks like the tech sale is about over. It was a great dip for buying while it lasted.
$Apple(AAPL)$ Apple's intraday market cap is back above $4 trillion. Congrats to Apple shareholders.
$Apple(AAPL)$  Apple's buyback and product cycle could give the stock another boost. The bigger picture isn't just about last quarter's performance. Bank of America expects Apple to announce a new $100 billion buyback authorization during its earnings call, along with a 5% dividend increase. That's a familiar move for the company, but it still matters. Not many businesses can generate cash like Apple and use it to support their stock. Then there's the product story, which might really excite investors. The company believes the iPhone 18 Pro and a foldable iPhone will launch in autumn 2026. It also mentioned that an improved Siri with Gemini AI integration could be a reason for future upgrades. Bank of America fo
$Microsoft(MSFT)$  If it crosses 550, holding value goes to million.
$Apple(AAPL)$  Apple has a lot of new products coming to market. The more people that join the ecosystem, the more growth there is for the services segment. I think the stock price is positioned to continue its steady climb.
$Apple(AAPL)$  Bank of America's Wamsi Mohan raised Apple's price target to $325 from $320, while keeping a Buy rating. The Q2 FY26 revenue forecast of $113B and EPS of $2.00 are ahead of Wall Street's expectations.
$Microsoft(MSFT)$ Heading to $450 before earnings. The most undervalued mega tech.
$Microsoft(MSFT)$ Meta and Amazon are sending me to the promised land. If Microsoft ever joins, I'll be retiring early.

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