To The Moon

$Apple(AAPL)$ AAPL's chart is still green today, moving opposite to all other tech stocks. In uncertain macro times, AAPL continues to look like a safe haven.

$Apple(AAPL)$ The new target price is $360. The fact remains - Apple will continue to benefit because almost everyone owns an iPhone or other Apple devices, and that's likely to continue for years. Apple is a sure winner in the age of AI. Why? Again, because people are using Apple products one way or another. So there's not much to worry about.

Earlier this year, I mentioned these could see 10x-20x moves. $Intel(INTC)$  had the $Apple(AAPL)$  chip deal and foundry turnaround, which tripled the stock in months. $Dell Technologies Inc.(DELL)$  got the Pentagon contract plus AI server orders, turning into a multi-catalyst story. $Micron Technology(MU)$  has HBM memory sold out through 2026, and the AI supercycle might just be starting.

$Apple(AAPL)$ My reasons for considering Apple include: massive cash generation, a huge ecosystem moat, AI could reignite growth, the dividend continues to grow, and it's lower risk than many AI names. That's about it.

$Apple(AAPL)$ Apple initially stumbled on AI, but that could turn into its ultimate strength. In a note published Tuesday, Bank of America's Wamsi Mohan argued that Apple's control over its ecosystem, from silicon to operating systems, provides it with an "agentic AI moat." To me, this could prove crucial for its AI efforts.

$Apple(AAPL)$ Both the Dow and nasq futures are up over 400 points.

$Apple(AAPL)$ I'm satisfied with the gradual climb in Apple's share price. A breakout might be coming soon, but slow and steady wins the race.

$Alibaba(BABA)$  The stock is behaving well for now. With a full house of market participants, it should react better given a bit more time.

$Apple(AAPL)$  Surprised there wasn't more profit-taking after such a big run-up. It looked like the OpenAI news served as an excuse during the session, but that selling was quickly overpowered by a wave of buyers. That really shows the underlying strength of Apple.

$Apple(AAPL)$  Hmm… maybe a split is on the horizon? I'm actually hoping my earlier take was wrong. I'd love to see the share price around $50 post-split.