$SpaceX(SPCX)$ Wondering if there might be a Starlink on iPhone 18 Pro announcement sometime soon. $Apple(AAPL)$ 

$Apple(AAPL)$ Three reasons I'm still looking at AAPL on this pullback. The iPhone is still the core of the business and it's performing well. The iPhone 17 is driving a solid renewal cycle and helping Apple put up some of the best year-over-year revenue growth it's seen in a while. With the right tweaks and features, Apple can still convince millions to upgrade or switch over. There's also talk of a foldable iPhone in the works, which could open up a meaningful new segment given how well some foldables have done elsewhere. The installed base hit a new high across all categories and geographies in the third quarter. Around 2.5 billion active devices is a massive ecosystem, and under a new CEO I'd expect a stronger push to monetize it. That co

$UiPath(PATH)$ Bought longer dated calls past earnings. $ServiceNow(NOW)$  $Microsoft(MSFT)$  $Salesforce.com(CRM)$ 

$Apple(AAPL)$ They had a good earnings report. A 9% drop after that doesn't really make sense, and it's surprising not to see it move up following that kind of result.

$Apple(AAPL)$ The same signal that triggered the 2017 and 2021 crypto bull run is back. ISM just hit 55.6, the highest level since 2022. ISM above 51 signals a growing economy, improving liquidity, and stronger risk appetite. Every time ISM has held above 55, altcoins have gone parabolic. If history repeats, altseason could already be loading for 2027.

$Apple(AAPL)$ Gene Munster thinks the outlook for Apple isn't as bleak as it seems. The company posted a double beat in the third quarter, including record iPhone revenue. He mentioned in a blog post that the September outlook wasn't as grim as it appeared. I could see this rallying to $325 going forward.

$Mobileye Global Inc.(MBLY)$ I guess I'm going to ride this up on my own.

$Microsoft(MSFT)$  Mega caps are putting on a show today. META up 6%, MSFT up 5%, GOOGL up 5%, AMZN up 4.5%, NVDA up 3.7%. These aren't just green candles, they're powerful breakout moves from the market's biggest leaders. A lot of traders were expecting rotation or consolidation, but instead, capital is flowing right back into mega-cap tech. When the largest companies start leading again, it's usually a signal the broader market still has fuel left. The battle map has been shared in the community.

$Microsoft(MSFT)$  pretty much single-handedly pulled the markets back today.

$Apple(AAPL)$ Tim Cook took over as Apple CEO from Steve Jobs on August 24, 2011. Back then, Apple was valued around $350 billion, and Cook's net worth sat somewhere between $100 million and $400 million, mostly from unvested equity grants tied to the new role. Over the next decade and a half, Apple grew more than 1,300% to reach a historic $5 trillion market cap. That run completely reshaped his personal finances, pushing his net worth to between $2.2 billion and $2.9 billion. His crossing into billionaire territory in August 2020 stood out because he is a hired executive, not a founder. Cook owns roughly 0.02% of Apple, about 3.28 million shares. Nearly all of his wealth comes from long-term, performance-based stock awards granted over his

Next week could be one of the biggest trading weeks of the year. Fed interest rate decision, earnings from $Apple(AAPL)$  $Microsoft(MSFT)$  $Amazon.com(AMZN)$  $Meta Platforms, Inc.(META)$ , plus GDP and PCE inflation data. I think higher volatility is likely. Staying prepared and managing risk makes sense here.

$Oracle(ORCL)$ Oracle is putting $55.7 billion into Oracle Cloud Infrastructure, AI GPUs, networking, and new data centers. Meta is investing $40 billion in a data center in Louisiana. The implications of that kind of spending seem pretty clear, to me.

$Apple(AAPL)$ Everyone's talking about the downgrade today, but the price action tells a different story. Apple opened around $311, sellers had their chance, and buyers stepped in throughout the day. It recovered to nearly $316 intraday and closed around $315, which shows there's still demand. If buyers can push above today's high, I think $318–320 could be in play. Price action matters more than headlines, and today showed the bulls aren't backing down.

$Tesla Motors(TSLA)$ $390 has been holding for a while now. Earnings are coming up. I'm looking for a move toward 450.

$Tesla Motors(TSLA)$ Rising oil and gas prices usually act as a tailwind for TSLA. When fuel gets expensive, the lower cost of travel becomes a stronger selling point. That's one of the cleaner demand drivers for Tesla in the current environment.

It's difficult to take a bearish view on robotics, particularly the actuator, bearings, and actuator components market. The reason is that these components make up over 50% of the total bill-of-materials cost for many humanoid robots. According to Morgan Stanley, the humanoid robotics market is projected to grow 300-fold by 2050. A few names I'm keeping an eye on: $RBC Bearings(RBC)$  The humanoid robotics opportunity could be massive relative to its current revenue base of around $50 million. $Regal Rexnord(RRX)$  Management has characterized the humanoid opportunity as something that, "when it takes off, it's going to take off quick." It trades at a significantly lower valuation than RBC. Harmon

$Tesla Motors(TSLA)$ Higher oil prices could lead to more Tesla sales. The Q2 results might show that.

$Apple(AAPL)$ dealers have to buy shares above the call wall squeeze

$Srx Global Inc(SRXH)$ The press release yesterday was the usual buzzwords, but today's feels fundamentally different. If this is just the opening act, the main event hasn't even begun. There could be a significant squeeze ahead. The setup looks to be in place. It could gap up to $7.20 initially, then move toward $12.00. $Palantir Technologies Inc.(PLTR)$  $Strategy(MSTR)$  $Apple(AAPL)$  $AMC Entertainment(AMC)$ 

$Microsoft(MSFT)$ I'm skeptical that we'll hit 350 again, though 365 might be possible.