$Tesla Motors(TSLA)$ I'm not going to buy a lot, but I have enough for 100 shares without putting much pressure on my account at the open, and I'll start selling calls on the side. I do want to see this move higher. I'll keep playing options regardless, but the amount of hype I'm seeing online makes me think this has the potential to pull in millions of retail investors. I see a big movement ahead.

$NIO Inc.(NIO)$ I'm really surprised Nio dropped after such a solid earnings report. Nio is up 8x compared to RIVN, that's just a fact. So why isn't the stock price 8x of RIVN yet?

$Apple(AAPL)$ The "Surprise and Shine" event coming up on September 9 is set to feature Apple's first 2nm chipset for the iPhone, the A20 Pro. We've already had an early look at the SoC packaging, which shows Apple moving to WMCM (Wafer-Level Multi-Chip Module) technology and dropping the older InFO_PoP solution. Now there's a first front-side die shot of the silicon making the rounds, showing a higher GPU core count and other improvements.

$Apple(AAPL)$ Glad we broke resistance, and that's what matters right now. Price action and reading the chart is what you need to do. Going forward, there's everything needed to get back to recent highs and push further. It's not me saying it, it's the charts across 15m, 1hr, and 4hr. Just focus.

Apple $Apple(AAPL)$  has unveiled its first 2nm Mac chip, the M6, built on a process so small that a human hair is roughly 50,000× wider and even a strand of DNA is about 2.5nm thick. Apple also introduced the M5 Ultra, describing it as its most powerful chip ever, aimed at demanding workloads like 3D rendering and frontier AI models.

Apple keeps pushing forward where technology meets everyday life. Q3 showed some resilience, with Services growing nicely and AI efforts starting to look more interesting. They're putting a lot into future tech that could change how we work, connect, and create. Still feels like there's more to come. $Apple(AAPL)$ 

$ARB IOT Group Ltd(ARBB)$  is squeezing up with low float parabolic potential. $BigBear.ai Holdings(BBAI)$  could swing toward double digits. $Tesla Motors(TSLA)$  looks like a bounce is coming. $Plug Power(PLUG)$  has a $10 target.

$Apple(AAPL)$ The $300 support zone is behind us now. Time to look higher.

$Microsoft(MSFT)$  The stock keeps drifting back to this level on low volume again. This is the only company in the mag 7 that's still making real money hand over fist. What do you call a winding road... Amen.

$Microsoft(MSFT)$ Looks like the panic sellers who bought at higher levels need to finish cutting their losses or breaking even first. Once that pressure clears out, there might be a better chance to start moving back up.

$Apple(AAPL)$  Not really worried about the pullback. With new products coming soon, this could end up looking like a pretty solid entry price.

$Apple(AAPL)$ One firm put out a $380 target based on iPhone 18 price increases, another is at $260, and the stock drops $5.00 on that? Apple is going to source memory chips from China, and Jefferies has a sizable short position it needs to work out of. Charlatans. Phones are selling quite well at the moment, and in China too.

$Microsoft(MSFT)$ OK. We hit $500.35. Excellent. We hit $501.23, backed off now. Excellent day and finish. $530 soon. Very.

$Apple(AAPL)$ It spiked at the close and then moved another $2 after hours, just like I thought. Looks like a lot of people are grabbing shares for the dividend with only a couple of days left.

$Klarna Group plc(KLAR)$ If Klarna can tap into the AAPL client base and push some straightforward marketing going forward, a range of $50-$60 per share this year looks possible.

$Microsoft(MSFT)$  A few weeks ago when MSFT was in the mid 300s, if you had doubts, Bill Ackman going in hard on MSFT and Michael Burry, who is notoriously bearish on tech, buying long call options was a pretty clear signal. Similar to when the US government took a big stake in $Intel(INTC)$  when it was in the low 20s. If you have the patience for a one-year swing trade, $Stellantis NV(STLA)$  looks like a solid opportunity for a 100% return by Q2 next year, assuming they turn cash flow positive around then. It feels like a cyclical bottom turnaround play, about as straightforward as they come. High risk, but the do

$Microsoft(MSFT)$ There's an old Buffett line that always comes to mind here — short positions can never really hurt a good company, they only help drive the stock higher over time. I'm actually fine with people continuing to short this name. My own estimate puts it around $1,200 in the next five years, which would be roughly a $10 trillion market cap. Shorts staying aggressive doesn't really worry me.

Valuations have compressed quite a bit. Here's a look at forward P/E based on 2027 estimates for a few software names. $Salesforce.com(CRM)$  at 11.9x, $Oracle(ORCL)$  at 12.2x, $Microsoft(MSFT)$  at 18.7x, $ServiceNow(NOW)$  at 22.0x, and $Palantir Technologies Inc.(PLTR)$  at 58.6x. The really interesting part is that memory still looks like the cheapest segment in AI, even with some of the strongest earnings leverage in the space. Curious which sector people think offers the best risk/reward from here.

$Castellum, Inc.(CTM)$ There's been a push into the close, with large buy orders and volume picking up — the kind of move we've seen before when things get active. The intensity is ramping up, orders need to be fulfilled, and the setup could resemble what played out with DFNS. Also keeping an eye on SPCX, EGG, and TSLA.

$Alphabet(GOOGL)$ If MSFT earnings come in strong, maybe there's room for another 5%.