$Microsoft(MSFT)$ Azure's AI revenue grew 35% YoY. Enterprise AI adoption is accelerating faster than anyone predicted.

$Carnegie Clean Energy Ltd.(CWGYF)$ Up 9% with decent volume on the ASX today. The latest message from Carnegie mentions BiMEP as central to their efforts around Spain's wave energy potential, noting it could supply over 30% of the nation's electricity demand. BiMEP offers pre-consented test berths with a grid connection, which gives them an operational base to deploy and validate CETO in open Atlantic waters.

$Microsoft(MSFT)$  This is a $600 stock. It's surprising that the market doesn't see the opportunity MSFT offers shareholders. The financials are solid, with earnings still growing. Holding the shares should pay off over time.

$Apple(AAPL)$ Apple will go back up and should reach $400 in the near future. Sales and earnings are growing, which should keep the stock price moving higher. I'd like to see it get back to the mid $300s first, then grow from there.

$Apple(AAPL)$ AAPL has been one of the weakest names in the Nasdaq for months now, honestly kind of a joke. I put in a limit buy at 250, good till the end of the year, and I think it'll fill well before then.

$Microsoft(MSFT)$ Managed to catch the bottom on this one, based on what I saw in the "long term investments" channel on the site.

$Alphabet(GOOG)$ $Alphabet(GOOG)$ $Microsoft(MSFT)$ $SPDR S&P 500 ETF Trust(SPY)$ $Amazon.com(AMZN)$ Big tech bears are getting a bit ridiculous. They keep shouting about capex, but Google's 7- and 8-year-old TPUs are still showing 100% utilization. It's the same story at Microsoft and Amazon, with all the NVDA chips running at full steam.

$Apple(AAPL)$ Honestly, this is one of those stocks you buy and forget about. No matter what, people will still purchase Apple products. Partly thanks to the experience with Microsoft's Windows 8, 10, and 11, Apple's user base just keeps growing. Now that Apple is making server chips again, they look set to enter the enterprise market with a lot of momentum.

$Microsoft(MSFT)$ I've been holding MSFT for the long term and don't actively trade it. With a 3-year liquidation timeline in mind, I think it'll end up being a pretty solid place to be.

$Microsoft(MSFT)$ Seeing spoof walls at 503 and 505. Looks like they're trying to squash premiums for tomorrow. Buying pressure is the only way to break through.

$Microsoft(MSFT)$  Software seems likely to pull back soon, and semiconductors could take over for the rest of the month.

$Microsoft(MSFT)$ There's an inverted Brontosaurus pattern taking shape on the 90-day chart. From where I stand, that looks pretty bullish right now.

$RenovoRx Inc(RNXT)$ This is one of the better rapidly growing nano-caps with decent liquidity and capital structure. I'm definitely a buyer at these levels. $Apple(AAPL)$  $Boeing(BA)$ 

$Apple(AAPL)$ Hoping to see $312-314 in the pre-market, which should lead to $320 by lunch. Going to wait for the open to see if it drops for a better entry before it takes off for the rest of the week.

$Apple(AAPL)$ I'm keeping an eye on this one again. I want to go long, but it doesn't look ready to me yet. Discipline over emotions. NFA.

$Apple(AAPL)$ Aapl will always do well. Buffet and the rest will never let it drop. I bought quite a bit on this temporary dip. It should recover and aapl usually spikes near the close.

$Apple(AAPL)$ US equities are off to a strong start this week. Market breadth looks healthy, with around 69% of US stocks trading higher. AI-related names continue to attract buyers, while weakness remains concentrated in healthcare, energy, and AAPL. The main takeaway is that risk appetite seems to be coming back, especially across AI and growth names. If this momentum holds and no major macro surprises pop up, this could be the beginning of another push higher. Watching whether buyers can stay in control through the week.

$Apple(AAPL)$  I don't think the Q3 guidance matters much here. The Q4 foldable phone launch looks like it could be the biggest iPhone release in Apple's history, plus there's the glasses and other stuff. Feels like the easiest buy-and-hold name on the market right now.

$Apple(AAPL)$ I find it kind of amusing that Apple is only planning around $11B to $14B in capex for fiscal 2026. The closest hyperscaler comparison is Meta at $145B. That's some crazy spending. Mark Z. said he wants to spend even more next year, so investors headed for the exits and a nice 9% dump followed. Metaverse 2.0? On Bloomberg, I heard a report suggesting Apple will have a blowout quarter because of strong iPhone sales in China, so that sounds hopeful for today's earnings. Whether the stock price rises or not, that's still good for Apple in a declining smartphone market.

$Microsoft(MSFT)$ The point about operating leases not being counted as capex is worth keeping in mind. It does look like the accountants might be taking advantage of record highs to cash out some shares and treat themselves to a few new boats for Christmas. Not financial advice.