$Apple(AAPL)$  There's been a pattern lately. Each day, one tech stock gets picked as the leader and runs into the afternoon. NVDA, MSFT, TSLA, and now AAPL.

$Microsoft(MSFT)$ Higher highs and higher lows. MSFT calls have been working well all week.

$Microsoft(MSFT)$ Leaps look good to me once it gets to $520. I'm accumulating too, along with MSFT.

$Apple(AAPL)$ Great news... Apple is introducing a new polishing cloth. Who said Apple doesn't innovate? Not as exciting, but there is also a new M5 Ultra Mac Studio to go along with that amazing cloth. The M5 Ultra Mac Studio should become an Edge A.I. monster for Apple now that many states are stopping data center construction.

$Microsoft(MSFT)$ Can the massive AI bet pay off? CapEx is surging but margins are staying near 40% with strong cash flow. Copilot is scaling, sovereign clouds are expanding, and Maia AI silicon is being built in-house. Azure is driving pharma discovery. Demand remains robust, though investors are watching the cash conversion closely.

$Microsoft(MSFT)$ This one moves like molasses. Still seems to be carrying a lot of stigma. I'm out of it now, made $100. Total waste of time worrying about fundamentals on a stock that doesn't move at all. I still think this stock is way undervalued, but it'll get there at a worm's pace, or on earnings day.

$Broadcom(AVGO)$ $Apple(AAPL)$  moving away from x86 Intel and Nvidia GPUs toward custom Arm-based M1 was disruptive across the board, and ASIC XPUs can do something similar. They are powerful, power efficient, and most importantly they give companies a platform they can keep improving. TPU is now on its 8th generation, built exactly the way $Alphabet(GOOGL)$  wanted it. Anthropic is EBITDA positive because they adopted it. Impressive.

$Soluna Holdings, Inc.(SLNH)$ PERSPEZ Research thinks $Microsoft(MSFT)$  is either partnering with Soluna or becoming a tenant there. More details should follow.

Treasury announced an upscaled buyback operation for longer-term debt, which is sending yields lower and offering some temporary relief on interest rates. That should benefit stocks, since higher yields were the primary reason for the selloff. $Microsoft(MSFT)$  $Amazon.com(AMZN)$  $iShares Semiconductor ETF(SOXX)$  $Alphabet(GOOGL)$  $iShares Expanded Tech-Software Sector ETF(IGV)$ 

$Tesla Motors(TSLA)$ With the 500 semi sale to Sweden, Tesla's value should go up to 15 trillion or maybe 20. I wonder what would happen if it sold 1,500 Cyber Trucks to Afghanistan.

$Microsoft(MSFT)$ Institutional whales are bidding up the tape aggressively right at the open. A large $5.7 million premium just hit the ask on the Sep. 25 $530 calls. Smart money is locking in 46 DTE positions, betting on a strong upside continuation beyond this week. With overall positive net premiums surging past $35 million, institutional call flow is fueling this early rally. Check my profile for the institutional levels I'm watching.

$SpaceX(SPCX)$ Wondering if there might be a Starlink on iPhone 18 Pro announcement sometime soon. $Apple(AAPL)$ 

$Apple(AAPL)$ Three reasons I'm still looking at AAPL on this pullback. The iPhone is still the core of the business and it's performing well. The iPhone 17 is driving a solid renewal cycle and helping Apple put up some of the best year-over-year revenue growth it's seen in a while. With the right tweaks and features, Apple can still convince millions to upgrade or switch over. There's also talk of a foldable iPhone in the works, which could open up a meaningful new segment given how well some foldables have done elsewhere. The installed base hit a new high across all categories and geographies in the third quarter. Around 2.5 billion active devices is a massive ecosystem, and under a new CEO I'd expect a stronger push to monetize it. That co

$UiPath(PATH)$ Bought longer dated calls past earnings. $ServiceNow(NOW)$  $Microsoft(MSFT)$  $Salesforce.com(CRM)$ 

$Apple(AAPL)$ They had a good earnings report. A 9% drop after that doesn't really make sense, and it's surprising not to see it move up following that kind of result.

$Apple(AAPL)$ The same signal that triggered the 2017 and 2021 crypto bull run is back. ISM just hit 55.6, the highest level since 2022. ISM above 51 signals a growing economy, improving liquidity, and stronger risk appetite. Every time ISM has held above 55, altcoins have gone parabolic. If history repeats, altseason could already be loading for 2027.

$Apple(AAPL)$ Gene Munster thinks the outlook for Apple isn't as bleak as it seems. The company posted a double beat in the third quarter, including record iPhone revenue. He mentioned in a blog post that the September outlook wasn't as grim as it appeared. I could see this rallying to $325 going forward.

$Mobileye Global Inc.(MBLY)$ I guess I'm going to ride this up on my own.

$Microsoft(MSFT)$  Mega caps are putting on a show today. META up 6%, MSFT up 5%, GOOGL up 5%, AMZN up 4.5%, NVDA up 3.7%. These aren't just green candles, they're powerful breakout moves from the market's biggest leaders. A lot of traders were expecting rotation or consolidation, but instead, capital is flowing right back into mega-cap tech. When the largest companies start leading again, it's usually a signal the broader market still has fuel left. The battle map has been shared in the community.

$Microsoft(MSFT)$  pretty much single-handedly pulled the markets back today.