To The Moon

$Apple(AAPL)$  The Mac Studio Ultra is quietly turning into a serious machine for local AI work. Traditional GPUs cap you at 16GB–24GB of VRAM, but Apple's Unified Memory Architecture lets the system use up to 512GB of system RAM as VRAM with 1.2 TB/s bandwidth. That means traders and developers can run large frontier LLMs, advanced order flow algorithms, and multi-agent AI systems entirely on-device, offline, and with full data privacy. No cloud subscription fees, no API token costs, nothing leaving the desktop. Local AI infrastructure is shaping up to be a real structural moat for Apple Silicon.

$Apple(AAPL)$ I've been an Apple fan for a while, and I think the company will get through this. Consumer spending might tighten up a bit, but this stock is simply too large to collapse, so I don't see much downside from here.

$Microsoft(MSFT)$ I'll buy the dip on this one in tech. The 50-day moving average sits at 499, and the 50-week moving average is at 455. If we lose 499, I think we could see a quick drop to 460 followed by a fast recovery.

$Oracle(ORCL)$ $Broadcom(AVGO)$ $Microsoft(MSFT)$ $Tesla Motors(TSLA)$ $Invesco QQQ(QQQ)$ This is getting ridiculous, and I'm going to keep buying more.

TSMC just posted another record quarter. Q3 revenue up 51% YoY, profit up 69%, marking a sixth straight record. Advanced nodes at 7nm and below now account for 79% of wafer revenue. AI demand is still driving the whole story. ASML raised guidance recently, and TSMC just delivered. The hardware side of the AI trade is still printing money at full speed. How long can this keep going before the market starts demanding clearer ROI from the software side? $Taiwan Semiconductor Manufacturing(TSM)$  $NVIDIA(NVDA)$  $ASML Holding NV(ASML)$  $Microsoft(MSFT)$ 

$Apple(AAPL)$ Apple remains on the right side higher above the 272.80 invalidation level. The rally from wave 4 is developing impulsively, with the current pullback expected to remain corrective. The expected path: wave (ii) can pull back toward the 338 area, then wave (iii) should extend toward 355, followed by a corrective wave (iv), and another push toward 360+ to complete the next bullish sequence.

$Apple(AAPL)$ APPL is the most trusted corporation in the world. They make the best products. They will regain their number 1 status and reach the 6 trillion dollar mark in the future.

$Apple(AAPL)$ Securities Times of China says Apple is increasing iPhone Duo production 30%, which would bring the Duo to about 10 million units. Take that for what it's worth in terms of accuracy. I have no idea how Apple determines demand for any product unless they do surveys. I think sales will be record-breaking high with long queues at stores. Apple has set up a site to pre-fill all your Duo order info, so when the time comes to pre-order, you just have to press one button to put your order through. Apple makes it quick, easy, and efficient.

$Apple(AAPL)$ Apple doesn't seem to need much push to go up regardless. But if this smart hub is $350 as projected, it could move some units. Google and Amazon comps may be cheaper, but Apple design sells.

$Apple(AAPL)$ The iPhone Duo is a passport-style foldable that opens from a 5.4-inch outer display into a 7.6-inch inner screen. Apple says that inner display is 50% larger than the iPhone 18 Pro Max's, which puts it close to iPad mini territory. It runs on the same A20 Pro chip as the iPhone 18 Pro, uses a titanium frame, moves Touch ID into the side button, and is eSIM-only worldwide. That folding screen is the whole reason people want this phone. It's also the reason Apple can't make enough of them. Phones aren't supposed to bend, and the engineering to make a folding screen work is complex, expensive, and time-consuming. That's why the Duo is Apple's priciest iPhone. It also means Apple won't have nearly enough units on hand when preorder