$Apple(AAPL)$ I’ve held Apple since 1986. If I got a nickel every time someone suggested I sell my shares, I could buy Australia. Today, the dividend I receive from Apple more than pays for my entire initial investment each year. My dividend allows me to buy all the Apple stuff I could possibly use, plus enough left over for a red Mustang convertible. I’m not selling.
$Apple(AAPL)$ Global AR smart glasses shipments are picking up pace, with players like Meta, RayNeo, XREAL, and others poised to grow at an impressive rate. This particular category is estimated to see a 98% YOY increase in H2 2026. Naturally, all these companies needed to create a market to reach this stage, meaning the heavy lifting is already done. That gives Apple a tremendous opportunity to scale new heights with its first display-free AR glasses, scheduled to arrive in early 2027. The latest data from Counterpoint Research highlights the positive trajectory of the global AR glasses market. In the video-centric category, RayNeo leads with a 42% market share, followed by XREAL, and VITURE coming in third. I
$NIO Inc.(NIO)$ I’ve said this before, and I’ll say it again. In my view, Nio’s share price will gradually climb to the $15-$20 range—just be patient. It should go above $8 before summer 2026 and above $12 by Q4 2026. Most likely, it’ll be trading between $15 and $20 in the summer of 2027. Good luck to everyone.
$NIO Inc.(NIO)$ I'll tell you what I saw in the first two hours of today's session: massive short covering. Every share was picked up at a discounted price by retailers, institutions, and hedge funds. This all happened after the launch of the amazing ES9, and the price of this EV was so impressive. It will V back... I'm pretty sure about that.
$Microsoft(MSFT)$ So many new articles trying to push MSFT higher. But on a day like today, it might actually close in the red — hard to believe. Seems like no one is buying the rebound story yet. What a dog. Want to see it above 500!
$Apple(AAPL)$ I can accept a close down $5.80, well off the intraday low of nearly -$13.00. Considering this drop was all based on rumors, an AI patent issue in China, only one market, and general pessimism due to the Iran war, this small drop will pass.
$Apple(AAPL)$ Apple has already stated the foldable iPhone is coming in the fall. I think it rebounds and ends the day down only $3. The next few years for Apple with AI will be very solid. Never underestimate Apple!
Tim Cook is out and about everywhere, opening celebrations, doing interviews, super upbeat telling the world he's not going anywhere and how great $Apple(AAPL)$ is and the people at $Apple(AAPL)$ are, etc., etc., etc. $Apple(AAPL)$ must be crushing it.
$Tesla Motors(TSLA)$ isn't simply an EV play; it's a massive AI and humanoid universe. Even so, $Tesla Motors(TSLA)$ 's sales in China have skyrocketed. Picture if $Tesla Motors(TSLA)$ focused on EV – what might the delivery numbers reach? I offer some thoughts, for your consideration.
As long as the Iran situation remains unsettled, oil prices continue to rise. That means $Tesla Motors(TSLA)$ is the major beneficiary as people start flocking to EVs. Also, the cost for freedom is high, and I am very happy that our President is doing a great job. I really wish for a third term for our President. Long live Trump and Elon.
I'd rather $Apple(AAPL)$ delay the personal Siri 2.0 again for a superior release, even if it takes longer, and the same applies to software updates and iPhone versions. It is less about the deadline and more about delivering a reliable experience. Siri is a lifesaving feature, especially for the elderly, school and work emergencies, and first response.