$NetApp(NTAP)$ $Palantir Technologies Inc.(PLTR)$ $Apple(AAPL)$  Rough day out there. NTAP down 10% after a blowout earnings report is wild. From where I stand, the cash flow spending looks justified.

$New Era Helium Inc(NUAI)$ Soon to the Moon => $50 +++ $Alphabet(GOOG)$  $HYPERSCALE DATA INC(GPUS)$  $Phathom Pharmaceuticals(PHAT)$  $Microsoft(MSFT)$ 

$Nike(NKE)$ When doom and gloom posts make up about three quarters of the chatter, that's usually the point where I start thinking about buying. Nike is still the most popular brand in the world. With Tim Cook now done at Apple, he can put more time into Nike as Chairman and on the board of directors. $Apple(AAPL)$  $Dick's Sporting Goods(DKS)$  $DraftKings Inc.(DKNG)$  $Lululemon Athletica(LULU)$ 

$Apple(AAPL)$ There are plenty of reasons to be less than thrilled with this market right now. On the other hand, there are some solid reasons to like AAPL. Reviewing historical price action can offer useful context for spotting possible trends, but nothing is ever absolute.

$Apple(AAPL)$ New Macs just dropped without notice. That suggests there is a lot more in the short-term pipeline. Nice.

$Apple(AAPL)$ That's simply not true. Look at the record Apple product sales from last quarter. Just wait and see. September 9 is coming.

$Oracle(ORCL)$ Burry caught the $Palantir Technologies Inc.(PLTR)$  move from 120 to 180, then watched $Microsoft(MSFT)$  and $Amazon.com(AMZN)$  after earnings, and figured he had to load up on $NVIDIA(NVDA)$  calls to offset some recent losses. ORCL looks set up for a pre-earnings run toward 165+, with a possible post-earnings push to 190.

Technology's future is really about what it can do for people. Apple keeps focusing on innovation that improves everyday life, while protecting privacy, accessibility, and the values customers trust. There's still a lot ahead. $Apple(AAPL)$ 

Apple opened a new advanced manufacturing center in Houston, with CEO Tim Cook and Commerce Secretary Howard Lutnick present. The facility is already producing AI servers and plans to start manufacturing Mac Mini computers later this year. Apple put hundreds of millions of dollars into the site, which will also provide manufacturing training and education for local businesses. The Houston site is part of Apple's broader push to expand U.S. manufacturing. Cook mentioned that Apple sourced more than 20 billion U.S.-made chips last year, including 100 million chips from TSMC's Arizona facility. Apple has also committed $600 billion to its American Manufacturing Program, supporting suppliers and semiconductor production in the U.S. The opening comes shortly before Cook transitions from CEO to

$Microsoft(MSFT)$ Goldman on tech: One thing that stood out from this reporting period was the growth rate of cloud revenues for the hyperscalers. MSFT and AMZN drew a clearer link between AI capex and ROIC. As long as that linkage exists — and the market keeps rewarding it — it's hard to see any slowdown in spending.

$Microsoft(MSFT)$ 500C Aug 14 REPEAT SWEEP $224.3K · $1.42/contract · 6.8x Vol/OI Spot $496.07 MSFT 4th repeat sweep targeting $501.42 breakeven in 1 DTE, $224K premium with 6.8x Vol/OI suggests near-term upside conviction.

$Microsoft(MSFT)$  MSFT ran from $381 to $501 within a month. Some people spent too much time jumping in and out and missed most of that historic move. A few dollars of pullback isn't worth the noise. MSFT still has a long way to go, and staying with it over the long run will likely leave you far better off than trying to short-term trade it. It would be interesting to hear which other stocks supposedly outperformed MSFT in the same stretch. There's a reason people still look at the Buffett approach: pick valuable companies and stick with them. That style kept Berkshire Hathaway at the front, and plenty of traders who followed that thinking have done well.

$Microsoft(MSFT)$ Microsoft is a solid company with a strong future ahead. It feels like it's just catching its breath right now, and should continue higher from here. Not a single analyst is calling for a sale. With a quality name like this, patience seems like the better approach rather than trading it short term.

$Apple(AAPL)$  Before a new product launch, the most important thing is to sit tight and hold on. How do you see it?

$Apple(AAPL)$ I was traveling this weekend and not trading, and I stopped by an Apple Store on Sunday. It was packed. The prices are astronomical compared to a year ago, but it doesn't seem to matter to the buyers. They have money, whether it's given to them or earned in the stock market or elsewhere. Apple stock fell, but it's going back up — the sell-off was immaterial. And when their memory costs come down, they make more, since they certainly won't reduce prices. The best example is candy. Sugar prices go up, a Milky Way either gets more expensive or smaller. Sugar prices come down, Milky Way prices stay the same. Same logic applies to restaurant stocks.

$Apple(AAPL)$  Apple's ex-dividend date is just these two days, so there's not much time left. It does make me wonder how much Buffett pulls in from the AAPL dividend. Seeing the stock in the green all week has been a nice run.

2026 Growth Portfolio — (Part 1) These are the names I’m watching for long-term growth potential: $NVIDIA(NVDA)$  — 207 → 270 (+30.4%) $Microsoft(MSFT)$  — 520 → 600 (+15.4%) $Amazon.com(AMZN)$  — 230 → 320 (+39.1%) $Meta Platforms, Inc.(META)$  — 600 → 950 (+58.3%) $Broadcom(AVGO)$  — 390 → 520 (+33.3%) The common theme here is AI, cloud infrastructure, advertising strength, and the continued buildout of next-generation technology. I’m not focused on short-term noise. The bigger question is whether these companies can continue expanding earnings, margin

$Apple(AAPL)$  Apple tends to recover near the close, especially around the ex-dividend date. I've always bought Apple after a dip for the dividend, and since more people want shares for the dividend, the shares tend to move up. Nice owning day.

The market transfers wealth from the impatient to the patient. Last week's fear could become this week's opportunity. $Apple(AAPL)$  is rebounding.

$Apple(AAPL)$ Apple grew quarter over quarter 29%. For a company the size of Apple, that's a massive amount of real dollars. It's genuinely one of the best businesses ever to exist in world history. The level of skepticism around it is honestly a bit amusing.