$Apple(AAPL)$ A headline today said Apple will likely have some iPhone Duos available for launch in select Apple Stores. Apparently, just five iPhone Duos per flagship store were enough to add $100 billion to the market cap in 30 minutes. $5T penny stock.
SpaceX has scaled its data center compute capacity from 0.4 GW to 1.7 GW over the past year. Meeting those rollout schedules calls for a lot of liquid-cooling infrastructure, which feeds directly into NNBR's pre-sold manufacturing capacity. On the orbital side, the plan to launch up to 1 million AI satellites by 2027/2028 would move data center components into space. Space AI needs complex, lightweight radiator arrays to handle thermal energy, so precision component makers like NNBR with aerospace capabilities could see a wider addressable market. $SUPER MICRO COMPUTER INC(SMCI)$ $Apple(AAPL)$ $Amazon.com(AMZN)$
$Apple(AAPL)$ NOV06 355C, in play. Zone: $341.38 to $346.20 Invalidation: close under $340 Objectives: $348.15, then $365 The math: up 1.3% to the first objective and 6.2% to the second, against 1.1% risk on the invalidation, better than 5 to 1 to the second. The setup feels like a crowded store where the line keeps forming at the same door. Apple closed Friday at $343.46 and is holding near $343.79, just under the $348.15 high set on October 13, which suggests buyers are still standing at the top instead of walking away. Earnings on November 2 give this attempt a concrete date, and the November 6 calls carry the idea past that report, with room toward $365 if the high gives way. A close under $340 would signal the line has finally scattered,
$Apple(AAPL)$ Apple and Meta announced a collaboration that will let developers run Meta's large Muse Spark Open model locally on high-end Mac computers, marking an unusual alliance between the two longtime rivals. The partnership centers on Muse Spark Open, an 816-billion-parameter open-weight model built on a mixture-of-experts architecture. Developers can download the model's weights and run it on pairs of two to four Mac Studio machines equipped with Apple's M5 Ultra chips and high amounts of unified memory. The setup is aimed at coding, video analysis, and other agentic tasks, with Apple optimizing performance through its MLX framework for distributed inference across machines. Meta CEO Mark Zuckerberg said Muse Spark Open weights are re
TSMC's record quarter really puts the spotlight on how tight advanced chipmaking capacity has become as AI demand keeps outpacing supply. The company produces most of the world's leading AI processors for Nvidia, AMD and Broadcom, while Apple, Google, Amazon, Microsoft, Meta and OpenAI also rely on its facilities for custom AI chips. TSMC's North American CEO gets at least 10 inquiries a day about wafer capacity. TSMC posted record profit for a sixth straight quarter and expects Q4 revenue to rise 58% year over year. That said, capacity constraints could put AI infrastructure spending and aggressive growth targets at risk, with U.S. hyperscalers planning more than $700 billion in capex this year and further increases expected in 2027. Chipmakers are locking in supply through long-term cont
$Microsoft(MSFT)$ I think MSFT will post strong earnings and another beat, which would make it the 9th beat in a row. The stock has been a slow ride, but maybe after earnings we could finally get toward that $600 a share level. A split could also be on the table at some point, the last one was back in 2003.