$Apple(AAPL)$ Hoping to see $312-314 in the pre-market, which should lead to $320 by lunch. Going to wait for the open to see if it drops for a better entry before it takes off for the rest of the week.
$Apple(AAPL)$ Aapl will always do well. Buffet and the rest will never let it drop. I bought quite a bit on this temporary dip. It should recover and aapl usually spikes near the close.
$Apple(AAPL)$ US equities are off to a strong start this week. Market breadth looks healthy, with around 69% of US stocks trading higher. AI-related names continue to attract buyers, while weakness remains concentrated in healthcare, energy, and AAPL. The main takeaway is that risk appetite seems to be coming back, especially across AI and growth names. If this momentum holds and no major macro surprises pop up, this could be the beginning of another push higher. Watching whether buyers can stay in control through the week.
$Apple(AAPL)$ I don't think the Q3 guidance matters much here. The Q4 foldable phone launch looks like it could be the biggest iPhone release in Apple's history, plus there's the glasses and other stuff. Feels like the easiest buy-and-hold name on the market right now.
$Apple(AAPL)$ I find it kind of amusing that Apple is only planning around $11B to $14B in capex for fiscal 2026. The closest hyperscaler comparison is Meta at $145B. That's some crazy spending. Mark Z. said he wants to spend even more next year, so investors headed for the exits and a nice 9% dump followed. Metaverse 2.0? On Bloomberg, I heard a report suggesting Apple will have a blowout quarter because of strong iPhone sales in China, so that sounds hopeful for today's earnings. Whether the stock price rises or not, that's still good for Apple in a declining smartphone market.
$Microsoft(MSFT)$ The point about operating leases not being counted as capex is worth keeping in mind. It does look like the accountants might be taking advantage of record highs to cash out some shares and treat themselves to a few new boats for Christmas. Not financial advice.
$SpaceX(SPCX)$ Just Starlink alone could be worth 1 trillion in 5 years, and by then TSLA will have merged. Not to mention the AI real estate side — together that looks like another 2 trillion in 5 years. Over the next 36 months, annual revenue could run around 500-600 billion if Tesla does merge. If SpaceX today were the umbrella corp Elon seems to want it to become, its annual revenue would be somewhere near 200 billion. AAPL does about 450 billion in annual revenue with a 2 trillion valuation. SpaceX is expected to start a leasing contract on its AI warehouses at 1 billion per month. That is 12 billion on top of the current 18 billion in annual revenue, bringing it to roughly 30 billion annually. Combined, Tesla and SpaceX revenue today si