$Adobe(ADBE)$ Started a position here. Also back in $Uber(UBER)$  and MSFT. Lots of great companies that are healthy and growing are on sale for people who were chasing companies with 100+ PE valuations. Wild times, set and forget.

$Microsoft(MSFT)$  Just remember, Ackman's average cost was significantly higher. The current price is a lot more attractive.

$Microsoft(MSFT)$ With a P/E ratio well below both GOOG and AMZN, the current valuation seems like a good time to buy and hold for a while.

$Apple(AAPL)$ The most important thing today was Morgan Stanley's Erik Woodring raising his target from 330 to 360 after WWDC. In my opinion, Woodring is the top Apple analyst, and I think most of Wall Street agrees.

$Alphabet(GOOGL)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$  $Oracle(ORCL)$ Whoa… the AI spending spree is getting wild. $159B in debt already issued in just the first 5 months of 2026. That's 47% more than ALL of 2025 ($108B). YTD debt surpasses the combined issuance from 2020–2024. These companies aren't playing small—they're going all in on AI infrastructure. Think data centers, GPUs, power, networking… the whole package. If you've been sleeping on AI cloud, this is a clear wake-up call. We're li

$ServiceNow(NOW)$ $Oracle(ORCL)$ $Microsoft(MSFT)$  $Salesforce.com(CRM)$ So what are people thinking about the CPI data release tomorrow? Will there be any good news? Or is the market down today because of a possible leak? Also, I think Oracle's earnings tomorrow could help offset any bad news.

$Microsoft(MSFT)$ I'm glad to have the chance to accumulate more at 400. I thought the window was closed after it shot up to $466 not long ago. For those with a multi-year horizon, buying these premier blue chips on dips and holding seems like a reasonable approach.

$Microsoft(MSFT)$ This is pretty wild when you think about it. Microsoft is still trading around the same valuation levels it had during the Covid lows. But the business today looks much stronger: Back then revenue growth was around 13%. Now revenue growth is closer to 18%. Azure and AI demand keeps accelerating. OpenAI integration is becoming deeply embedded across the ecosystem. So you have a faster-growing business... with basically the same valuation multiple. Honestly, that's why I still think a lot of people are underestimating how strong Microsoft really is right now. Feels like the market got so distracted chasing smaller AI names that it forgot Microsoft is quietly becoming one of the biggest AI winners.

$Apple(AAPL)$ Just quietly dropped one of the sneakiest AI power moves of the year. Big news: $Alphabet(GOOGL)$  and $NVIDIA(NVDA)$  are involved. Key takeaways from WWDC: AFM Cloud Pro, Apple's largest AI model, now runs on Google Cloud. Private Cloud Compute handles complex Apple Intelligence requests, while simpler tasks stay on-device. Apple stresses this isn't built on Google Search, and it's already on Gen 3 of Apple Foundation Models. Why this matters: Apple finally realized that on-device AI alone isn't enough. Now you've got Apple hardware, Google cloud, and NVIDIA compute all in the mix. Feels like Apple is officially stepping out of obs

$Apple(AAPL)$  Bulls this week..... We are ready! $325+++

$Microsoft(MSFT)$ The drop today, to me, looks more like a last-ditch effort by institutions and big funds to shake out retail holders of MSFT before pushing the price higher. I think there's still a chance MSFT can move toward 650 and beyond after this shakeout.

$Microsoft(MSFT)$ I looked at my screen today and saw a price target of $500 on the horizon.

$Apple(AAPL)$  In my opinion, Wall Street is starting to price in two potential monetizing events: AI Siri at WWDC and the iPhone Fold Ultra, whatever that ends up being. These are two potentially huge revenue drivers that seem increasingly likely to materialize, which is why the stock is moving up.

$Apple(AAPL)$ To the naysayers, just look at the numbers Apple put out last quarter and the guidance for next. With over 2.5 billion active devices, people know how good the products and services are, and they're not leaving the Apple ecosystem—it's strong.

$Apple(AAPL)$  With 2.5 billion users, around $130 billion in cash, and very little capex, this is without doubt the safest and most predictable mega-cap. Their big day is coming, and with about 30% of the world owning an Apple product, it's not going to take much to drive revenues significantly higher. Nearly every other mega-cap is spending tens of billions on capex, some hitting $100 billion, but Apple has completely sidestepped that whole dynamic. It's shaping up to be a banner anniversary year.

$Microsoft(MSFT)$  Microsoft Edge has a low share in the browser market, but what's often overlooked is that Microsoft can integrate AI directly into Windows. After all the spending and hype, the key in the new AI market will be who captures the end users. I think Microsoft has a chance to secure a significant share once it really goes for it.

The recent price action looks like another sign that $Apple(AAPL)$  isn't being manipulated to harvest options premiums.

$Microsoft(MSFT)$ NASDAQ is up over 300 points, but MSFT is down. Management needs to show the investment community that this stock is so much more. It should be at 500+.

$Microsoft(MSFT)$ Green might be coming soon, like a movie coming to a theater near you.

$Microsoft(MSFT)$ MSFT has hundreds of AI data centers, so it won't face the same issues as ServiceNow, CRM, and others. Pureplay software companies risk losses from AI solutions, but as mentioned, MSFT has hundreds of data centers, covering the full range.