To The Moon

$Microsoft(MSFT)$ Shorting and FUD are financial weapons and to those who would use them on MSFT: Your day is over. We will never negotiate. The capacity buildout is coming sooner than you realize. Azure numbers will explode higher in the back half of 2025, and more mindbending quantum advancements from MSFT are forthcoming. We MSFT longs are no longer affected by your FUD. It's your turn to be afraid.

$Apple(AAPL)$ stock held $240 trend line support the end of the day. Stock strong in a downtrend market. Stock has top of the trend-line at $255. Swing calls added in the group. Looking for $250 plus as long as $240 holds

$Apple(AAPL)$ Apple 16e C1 modem is on the exact same speed and reliability as the 16. So Apple is right with qcomm. But the difference with Apple homegrown modem is now efficiency like huge gains in battery life. It’s such a win for Apple.

$Microsoft(MSFT)$ I understand the frustration and even the decision for those who have sold. I'm going to diamond hand every last share I have though. I have a stubborn vision that Azure growth is going to explode in the back half of 2025/early 2026, and there are going to be continued massive quantum advancements and announcements that will move MSFT north in a hurry. I could be wrong, and if I am then I am. Let's see what happens.

$Apple(AAPL)$ Funny that there are so many Apple bashers on here when the stock is still up 32% over the last 12 months. And, well below average trading volume today implies that it’s a very small percentage of sellers…friendly reminder that those shares being sold are being returned to the rightful owner.

$Microsoft(MSFT)$ Microsoft under $400/share is not expensive… - 32x earnings multiple - 15%+ earnings per share growth - Wide moat “standards” business I like the stock here, and it’s like a mini-etf with everything it owns and all the segments that generate profit.

$Apple(AAPL)$ Apple 2025 looks strong. April global Apple Intelligence begins. In-house modems(C1) and WiFi bringing huge leaps in battery life, efficiency and even better AI along with much stronger margins. iPhone Fold for 2026 now incredibly looks like a definite too. HomePad home tech on its way in 2025. Plus all govt regulation risks tariffs, DOJ, FTC, EU DMA etc should be gone with 500b investments for Trump.

$Microsoft(MSFT)$ Some expectations out there are a bit over the top. It's not good for this to always go up. It needs to go up and then down a bit over time, so that it keeps climbing in the long term without major collapses. The parabolic risers will crash hard and fast. That's not good for true investors. So, this pullback is actually a good thing. Buy on decent dips and keep for decades.

$Apple(AAPL)$ Apple's Market Cap is $3.26Trillion dollars. Hiring only 5000 people from US (perhaps mostly H1-B visa and other visa like student visa folks) is not going to the help the USA economy. By the way, 5000 people per year is approximatly between 750M and 1B. While Apple's market cap is over $3 Trillion. One Billion dollar investment in H1-B employees in USA is only a drop in the bucket for a $3T+ company.

$Microsoft(MSFT)$ $Alphabet(GOOG)$ Don't know which will own the space, but MSFT and GOOGL are the best bets on Quantum Computing. I prefer MSFT over GOOGL for many reasons, but that is a bespoke choice. These are the plays on Quantum though, not gambling on these smaller companies. Each have the backing to compete and offer investors immediate value in other profitable segments.