$Apple(AAPL)$ Apple was included in a list of five companies that are predicted to reach a $10T market cap. I know it's a far-fetched prediction, but I was still happy to see Apple on that list. If I live to see that day with the number of shares I own... it would be something incredible. Quite a few people have told me to sell Apple over the years, and I simply smiled and ignored them.
$Apple(AAPL)$ You know the news about Nvidia doing a deal with Corning. What the community might not know or has forgotten is who makes the glass for iPhones. Yes, it's Corning. Nice trifecta of companies.
$Microsoft(MSFT)$ Interesting how MSFT closed today at 424.82, so it now has a green candle and a higher close than Friday's close (which was 424.6). It also continues to trade above the daily 9 MA (around $421.6), which is a bullish continuation.
All the same positive drivers for $Apple(AAPL)$ remain in place. This is the case even as the tech sector faces turmoil and the S&P nears correction territory. With $Microsoft(MSFT)$ and $Meta Platforms, Inc.(META)$ now deeply in a downturn, off more than 30% from their highs, it seems Apple is poised once again to lead the group of major tech stocks.
Without looking too deeply into the numbers, is there a simple statistic that differentiates $Apple(AAPL)$ from the rest of the big cap companies? $Apple(AAPL)$ consistently uses 80% of its FCF on buybacks of its stock. Me? I like that.
A run-up can occur rapidly and intensely once the narrative improves. More money can be made from $Microsoft(MSFT)$ returning to its average PE ratio than from $Alphabet(GOOG)$ inflating its PE ratio further.