$Cisco(CSCO)$ Easily one of the worst stocks to hold since Microsoft a few months back. I do think it'll get its turn eventually, but the last stretch has been rough.

Handing over the CEO role to John Ternus after a 15-year run. Market cap went from roughly $350B to about $4.6T over that stretch. I'm staying on as Executive Chairman to focus on global policy matters. The fundamentals and innovation pipeline still look strong, and the market's taking the transition well. $Apple(AAPL)$ 

$Amazon.com(AMZN)$ $NVIDIA(NVDA)$ $Alphabet(GOOGL)$ $Microsoft(MSFT)$  Anthropic has signed a $35 billion cloud-computing deal with Lambda, an Nvidia-backed cloud provider, according to the WSJ. The agreement will bring additional Nvidia GPU capacity online to support surging demand for Anthropic's Claude AI. It's another massive AI infrastructure commitment as Anthropic keeps scaling.

$Microsoft(MSFT)$  Similar pattern to last week's session: price dropped sharply on low volume, then volume suddenly spiked past a million. That kind of price and volume action doesn't look clean at all.

Tim Cook's final day at Apple. This speech is by far his greatest one, and it's what made him into a billionaire. $Apple(AAPL)$ 

I wouldn't fault anyone for buying $Direxion Daily MSFT Bull 2X Shares(MSFU)$  shares or $Microsoft(MSFT)$  calls right now. This has all the earmarks of a long-term bottom forming with a breakout pending.

I post every day, completely free. I don't sell courses, subscriptions, signals, or access to a private group. I share my analysis publicly to sharpen my skillset and keep myself accountable. $Apple(AAPL)$  Watch 309.77. Under this it could tumble to 306.41. Conversely, it needs to get over 311.59 for any bull entries. $Microsoft(MSFT)$  Nice setup here, best one in pre-market in my opinion. If it gets over 493.50 this could gap. Keep on watch. $NVIDIA(NVDA)$  Well, what a run. 6% pop. It needs to hold 222.29. If you plan on chasing, keep in mind contract decay and the amount of FOMO we'll see at the open.

$SpaceX(SPCX)$ I think AI will consolidate down to just 2 to 4 global players. If governments around the world put regulations on AI, there's a good chance each region like the EU, China, and North America will end up with their own AI leaders. For the free market capitalist and democratic countries, I see only 2 or 3 AI companies dominating. I believe Google AI will be the leader, or at least one of the few that ends up at the top, assuming government regulators allow it. Unfortunately I'm not betting on Google for an AI play because the stock already looks expensive to me. I was thinking, why not have Google spin off its AI division and offer it at a cheap price. Betting on SPCX for AI is a lose-lose bet, but I'm willing to invest by buying

Just like Guy Kawasaki was an $Apple(AAPL)$  evangelist, the bulls here seem to be $Wendy's(WEN)$  evangelists.

$Apple(AAPL)$  With the US facing backlash from the threats against Iran, AAPL still looks like the safest place to be.

$SEALSQ Corp(LAES)$ $Apple(AAPL)$ Apparently SEALSQ CEO Carlos posted an image of a SEALSQ quantum proof chip sitting on an apple with a bite taken out of it, resembling the Apple logo. People are wondering why he did that. Is something brewing between the two companies? The only connection I could find is that tech investor Mark Minevich serves as a board member for SEALSQ and previously had an AI startup he advised, DarwinAI, acquired by Apple. Maybe that sparked some interest in SEALSQ quantum chips among his former colleagues who have been at Apple since the DarwinAI acquisition. It would be great to see something materialize. Then again, Carlos has been pictured with Elon Musk multiple time

$Apple(AAPL)$ Someone asked earlier if Apple longs were doing okay. I just said, "Us Apple multi-millionaire longs? Yeah, we're doing fine."

Recap for the day: $Apple(AAPL)$  322.5C 8/21 | Entry 0.42 | Took 40% $iShares Russell 2000 ETF(IWM)$  5 contracts tracked | Over 100% Solid day overall. Wrapping up here. Have a great evening.

$Alibaba(BABA)$ $SPDR S&P 500 ETF Trust(SPY)$ $Apple(AAPL)$ Alibaba's Qwen AI model is now the most downloaded AI model on the internet, with over 3 billion global downloads in 6 months, ahead of rivals Meta and Google. For AI infrastructure spending, the rough figures look like this: Microsoft $50B (2024) Amazon $48B (2024) Google $33B (2024) Alibaba $23 (2026)

$Microsoft(MSFT)$ MSFT is building a base around $495.40 and looks set for the next move after a clean Q4 beat across the board. Enterprise AI monetization is really scaling now — quarterly revenue crossed $90B, up 18% YoY, and Microsoft 365 Copilot hit over 30M paid users. With Azure guidance for the next quarter projected at a strong 45%, the bear case is getting harder to argue.

$Apple(AAPL)$ Return on assets and return on equity are way too high to keep AAPL down much longer. It feels like it's going to break free and reward those who have held long and kept the faith. I'm sticking with it.

$Apple(AAPL)$  $Apple(AAPL)$  Some analysts are making predictions for Apple as far out as 2028, and it honestly feels like they have no real clue what's coming. It's hard to take those kinds of long-range calls seriously.

$Apple(AAPL)$  This is a notorious AAPL hater, ask anyone who has held the stock. AAPL was moving up nicely, and then right on time this guy steps in to put the kaibash on it. I have seen the same pattern at least 15 times — AAPL up, and this entity steps in on behalf of someone and kills it. Not one of those "fire, fire" moments has ever stifled AAPL's long-term growth. None, zilch, zero. What a travesty.

$Apple(AAPL)$ It is reversing off the 50-day SMA on the daily chart. Once that $316.29–$317.40 level breaks to the upside, there should be a big day here soon.

$Microsoft(MSFT)$ It just pushed straight into the $505–$510 resistance zone after that vertical run from $350. If it clears and holds above $510, the path toward $550 ATHs looks open. A rejection would likely trigger a healthy pullback toward $475–$480, or even the $465 gap fill. After a move this steep, some digestion before the next leg higher would be completely normal.