To The Moon

$Apple(AAPL)$ Melius Research reiterated its Buy rating and $370 price target on Apple, describing the rally to a $5 trillion valuation as one of Wall Street's most disliked. Apple is up 26% YTD, helped by relatively low AI capital spending and strong buyback capacity. Melius sees more upside from higher iPhone selling prices, Services growth and new products.

$Apple(AAPL)$  Found buyers in the 331.93 – 325.08 support zone and pushed higher. That move let long positions lock in partial profits while running the rest risk-free. Trade the blue box, high frequency areas.

$Amazon.com(AMZN)$ Too many catalysts. Rezolve AI, Decart AI, Anthropic IPO, Anthropic quarterly profits, cell phone service, satellite internet TV. $300 on the horizon.

$Amazon.com(AMZN)$  This is where holding power matters. The market is seeing a broad sell-off, but AMZN remains fundamentally strong. Selling only makes sense if you can't hold for at least 2 to 3 weeks.

$Amazon.com(AMZN)$ Anthropic's numbers look really strong, which suggests Amazon's AI revenue should keep growing even with the CPI data in the mix. Buying when nobody wants it makes sense to me.

$Amazon.com(AMZN)$ Earnings season is heating up, and capital could increasingly rotate into financials and streaming leaders. $Netflix(NFLX)$  reports October 20, and with expectations building around the results, this is one name worth watching closely heading into earnings.

$Amazon.com(AMZN)$ RSI has bottomed on the 5-minute chart, and I'm holding calls here. Going into Friday as long as I can manage it. Always worth buying time when you can afford it.

$Amazon.com(AMZN)$  7BThe acquisition points toward more in-house software and robotics, which should mean more in-house Tranium chips and less reliance on NVDA. This comes about a week after the $8B leaseback of NVDA Blackwell chips was moved off the balance sheet. Now the picture is clearer. These guys are not dumb-dumbs.

$Moderna, Inc.(MRNA)$  is breaking out of the channel on the daily. The last flag breakout led to a $60 plus run. Vaccine stocks are trading higher after a New York Times report on a new public-private partnership with the National Institutes of Health to accelerate cancer vaccine development. Watching $235 and $250 if $225 holds. $Snowflake(SNOW)$  is breaking out of the long term flag on the daily and weekly time frames. Watching calls above $370 for a move toward $385 and $400, with $360 and $350 as support levels. $Palantir Technologies Inc.(PLTR)$  is having a channel breakout on the daily time frame and hitting all time highs. Watching calls

$Amazon.com(AMZN)$ Today's drop seems to trace back to the media estimating OpenAI at $70B ARR a few weeks ago, then updating or correcting that figure to $50B ARR. Not OpenAI's fault that the media messed it up, but it is what it is. They used gross ARR in one case and net ARR in another. OpenAI's business is still growing fast at 70% since July. Either way, the OpenAI commitment to AWS is being framed by doomers as a huge risk. But the reality is it spreads over 8 years, or $12.5B annualized. That works out to roughly 2.5% to 6.94% of AWS business over the next 5 years. If it disappeared completely, life goes on. The $50B equity stake is around 1.8% of our current market cap. Similar situation with Anthropic. Their commitment is $110B over