$Apple(AAPL)$  Nvidia has the backing of DJT. Tesla has a rocket-powered Roadster. Apple has the folding Duo and it's going to sell out like hotcakes. Record-breaking pre-orders should excite investors. Apple is looking strong here.

$Apple(AAPL)$  Tracking option contract marks, Monday Oct 12 entries vs Tuesday Oct 13 latest marks: 1. NVDA Apr 16 '27 $225 puts — option mark $19.76 -> $19.40 (-2%), below entry; source-day volume 7,450 vs OI 2,158 2. META Jan 21 '28 $730 calls — option mark $162.25 -> $178.00 (+10%), above entry; source-day volume 1,136 vs OI 981 3. AAPL Jan 15 '27 $355 calls — option mark $11.44 -> $11.58 (+1%), above entry; source-day volume 10,218 vs OI 15,677 4. GOOG Dec 18 '26 $340 puts — option mark $13.06 -> $13.80 (+6%), above entry; source-day volume 6,025 vs OI 3,183 5. LITE Jun 17 '27 $1000 calls — option mark $266.00 -> $236.23 (-11%), below entry; source-day volume 328 vs OI 111 3 of 5 contracts ar

$Microsoft(MSFT)$ Microsoft noted it increased computing capacity available to customers, and that additional capacity was immediately absorbed. Azure revenue grew faster than analysts expected. The company managed this while still reporting that customer demand exceeded available supply. CoreWeave has a large contracted backlog and higher-priced new capacity agreements. Nebius pointed to strong customer commitments and higher pricing in selected capacity auctions. Oracle reported rapid cloud infrastructure revenue growth and major capacity deliveries.

Microsoft reclaimed a $4 trillion market cap on Monday for the first time since October 2025, closing at $4.02 trillion as shares gained 1.14%. That puts the company close to its all-time valuation record of $4.029 trillion, set on Oct. 28, 2025. Microsoft last closed above the $4 trillion mark on Oct. 29, 2025, according to Dow Jones Market Data. This is another step in Microsoft's comeback as investors reassess its growth prospects and competitive position in AI. Demand for AI infrastructure, cloud computing, and enterprise software remains central to the long-term outlook, though the timing and profitability of AI investments continue to shape sentiment across the tech sector. With its market value approaching a new record, Microsoft could set a fresh milestone if the stock keeps its up

Hard to make sense of today with all these short sellers circling $IREN Ltd(IREN)$ , like it's a dead horse walking. Not really. They won this round, but the fight is only going to get more intense up here in the $30s. This is a $70 stock trading at a -50% discount, and that discount isn't going to last much longer. The best approach for me is to keep adding on every dip and build share count while it's still low, because once it starts to rally it'll be a furious ride up and much harder to accumulate shares at that point. $Global X Artificial Intelligence & Technology ETF(AIQ)$  $Microsoft(MSFT)$ 

$Apple(AAPL)$  holding near 338 while the rest of the tape is red does back up the safe-haven rotation idea. 340 is the level to watch.

$Microsoft(MSFT)$ Even the government seems to be trying to slow Microsoft's rapid rise as it pushes toward becoming the top AI technology company. This is the new high flyer, and it doesn't look like it can be stopped. We'll see how it plays out over the long term.

$Apple(AAPL)$ Trump said no Iran strikes

$Apple(AAPL)$  Doing my best to support Apple. The new Mac Studio just arrived.

$SpaceX(SPCX)$ Looking at $Microsoft(MSFT)$ , $Apple(AAPL)$ , and $Tesla Motors(TSLA)$ , even the smartest and most experienced traders can't predict stock prices. The more you trade, the more you lose money. Don't keep making the same mistake. Just buy and hold.

$Apple(AAPL)$ Despite all the negative narrative the financial media keeps pushing, Apple is in a real sweet spot. New product launches keep coming, and that active user base of over 2.5 billion continues to grow.

$Micron Technology(MU)$ Fridays usually work out well for hyperscalers. Could take a bit of a pause with SMH. Loading $Amazon.com(AMZN)$  $Alphabet(GOOGL)$  MSFT.

$Microsoft(MSFT)$  Watching MSFT for calls above $519.40. Also watching PG for calls above $149.48, and M for calls above $23.20. CAT is on the list too for calls above $827.57.

Anthropic just dropped its IPO prospectus, and it's striking. They're warning investors that advanced AI could pose "catastrophic or existential risks to humanity." At the same time, they're projecting a $2 trillion valuation while showing a $42 billion loss last year and $518 billion in planned compute/cloud commitments. Basically: "This tech might end the world, but here's our growth story." Hard to see the market not having a field day with this one. Is anyone actually pricing in the risk language, or is it just noise at this point? $NVIDIA(NVDA)$  $Microsoft(MSFT)$  $Meta Platforms, Inc.(META)$ 

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Apple(AAPL)$ AI is everywhere now. Siri was trained on Google Gemini and can now do everything Gemini can do in iOS 27. It's pretty amazing to talk to your phone and have it find emails from 10 years ago or answer wild questions from photos, just to name a few things.

$Meta Platforms, Inc.(META)$ Meta is building a private ocean backbone while the feed stares at Muse. Petal: 4,300 miles, France to the US, 1 petabit per second, 2029. First petabit-class transoceanic cable. NEC and Sumitomo on the build. Project Waterworth: 31,000 miles, 5 continents. 2026 capex: $130B to $145B. Stop renting bandwidth. Own the pipes that move AI traffic. Same physical race as $Alphabet(GOOGL)$  and MSFT. Meta is scaling the map underwater.

$Microsoft(MSFT)$ It's been stuck in a tight range since the beginning of August. This looks ready for a massive move, and I don't want to miss it.

$Microsoft(MSFT)$  Goldman has reportedly kept its $640 12-month price target, which is well above the current area around $500.

$Apple(AAPL)$ Apple's new Macs are shaping up to be a direct play against Microsoft and Nvidia as the company pushes to bring down AI costs. When the new desktops start shipping Tuesday, Apple executives will make a pitch to corporate buyers that these machines are cheaper than renting data center capacity. The upgraded Mac Minis and Mac Studios, which can run close to $20,000 and handle AI workloads locally, will compete head-to-head with new desktop machines Nvidia and PC makers are rolling out. Those are expected to be a focus of a Microsoft Windows event in San Francisco next month. The new Macs target heavier AI tasks like writing code or handling complex business work without paying for tokens from cloud providers like OpenAI or Anthrop

$Apple(AAPL)$ 350Watching some cheap call options at $0.05 for tomorrow, just in case this makes new all-time highs.