To The Moon

$Apple(AAPL)$  Don't buy into the lemmings' downgrades. Hold through them. Loop and UBS are both missing the point here. Demand is still strong, and whatever memory issues exist will get worked through faster than people expect. Cash flow, services, foldable phone demand. If this drops 2+ today, I'm loading up for the future and the EPS blowout under the new CEO. That's not even counting AI alliances.

If $SpaceX(SPCX)$  is going to get 13 GW of compute and a total of 500B of 1T of revenue by 2027, just imagine how bullish this is for hyperscalers like $Microsoft(MSFT)$ , $Alphabet(GOOGL)$ , and AMZN. Payback in less than a year was mentioned on the SPCX conference call.

$Microsoft(MSFT)$  — watching the Nov 6 $535 CALL above $534. Targets are $539.44 / $543.82. Invalidation below $531.90. I'd want to see a 5m close plus a retest above the trigger with VWAP support. Friday broker expiry POP was 31.2%, not the setup win rate. Pricing and liquidity should be refreshed at the open.

$Microsoft(MSFT)$  We didn't come this far to not test all-time highs. Three months ago this stock gave an absolute gift.

$Microsoft(MSFT)$ $Alphabet(GOOGL)$ $NVIDIA(NVDA)$ Anthropic just put out a fairly striking research note. They looked at whether small open-source models can already set themselves up and spread across cheap consumer devices like Android TV boxes and IoT hardware. A couple of Chinese open models stood out. Qwen handled unfamiliar hardware well, and GLM was the only one that completed the full self-replication chain in their tests. Their estimate is that by the end of 2026, even smaller models could reach the same level. Open-source combined with self-spreading capability feels like something genuinely new.

$Apple(AAPL)$  It keeps holding this trend line and trading inside the channel, which is bullish. Above $341.50 would be a momentum move with room to run to 345. At 336.75 there's support, along with the 9ema.

$Apple(AAPL)$ AAPL weekly chart still looks constructive. Price is holding and pushing higher off the old July 13 to July 27 resistance band, and the September 14 to October 5 open/close cluster around $332 - $335 is acting as support. Absolute and trend momentum are both still in a bullish regime, which adds to the positive technical backdrop. Earnings are due in early November and there is some resistance overhead, so a bullish trader might look at a defined-risk credit spread structure before then. Not investment advice or a recommendation to buy or sell. Strike selection would be layered below the identified support levels, including where buyers stepped in recently near $325 ish. GL

$Apple(AAPL)$ Apple's smart home presence has lagged behind its mobile and computing business for years. Amazon and Google pushed hard into living rooms with smart speakers and security cameras, while Apple mostly leaned on third-party accessories through HomeKit. That approach is shifting now. With Apple moving deeper into its own smart home hardware, including dedicated displays, hubs, and AI-driven security cameras, the company is opening up a multi-layered revenue opportunity. The home security push will meaningfully add to the bottom line through hardware sales, higher-margin services, and ecosystem lock-in. Apple has a track record of entering mature markets late, refining the experience, and then taking a large share of industry profit

$Quantumscape Corp.(QS)$ At this point, I just hope this company succeeds so Timmy ends up looking foolish for selling around 80% of his QS stake at a steep discount, kind of like that one cofounder from AAPL.

$SPDR S&P 500 ETF Trust(SPY)$ $Microsoft(MSFT)$ She's likely to give 517.78 another go. I checked with the head of the Stella Blue Trading Analytics team, who's on holiday, and he said yes, go for it.