$Microsoft(MSFT)$ Looking at the weekly chart, I can see it now. Even though I haven't been particularly impressed lately, either technically or fundamentally, I can see a rhyming pattern. The big weekly signal might still be two weeks out, if this rhythm really holds.

I honestly don’t get the valuation gap on $Meta Platforms, Inc.(META)$  anymore. Look at the numbers: 3-year revenue CAGR estimates are at 20.7%, higher than $Amazon.com(AMZN)$  at 13.9%, $Microsoft(MSFT)$  at 17.2%, and $Alphabet(GOOG)$  at 19.1%. Yet META is trading at just around 18x forward earnings, the lowest multiple among the hyperscalers. And unlike its peers, Meta is already showing real ROI from its AI capex within its core ads business, through higher conversion rates and stronger engagement. That’s the part the market keeps underpricing. If Meta ends up with excess compute capacity, it ca

$Microsoft(MSFT)$  If Microsoft finally does that long-awaited 4-for-1 split, I believe the share price could reach $600 ($150 split-adjusted). Let the little guys buy whole shares!

$Microsoft(MSFT)$ All the people who were bashing MSFT and shorting it got stomped on?

$Apple(AAPL)$  Apple was included in a list of five companies that are predicted to reach a $10T market cap. I know it's a far-fetched prediction, but I was still happy to see Apple on that list. If I live to see that day with the number of shares I own... it would be something incredible. Quite a few people have told me to sell Apple over the years, and I simply smiled and ignored them.

$Apple(AAPL)$ Stocks are rallying after Trump called off the planned strike on Iran for Tuesday. Treasuries pate losses.

$Apple(AAPL)$ It's a bit of a joke with such low selling volume. Obviously not many are interested in selling Apple.

$Apple(AAPL)$ You know the news about Nvidia doing a deal with Corning. What the community might not know or has forgotten is who makes the glass for iPhones. Yes, it's Corning. Nice trifecta of companies.

$Apple(AAPL)$ Apple and NVDA could move higher on the new trade deal with China. The “Art of the Deal” might be coming into play for them.

$Apple(AAPL)$ Apple's breakout should take it to $320 in a few months.

$Microsoft(MSFT)$ Interesting how MSFT closed today at 424.82, so it now has a green candle and a higher close than Friday's close (which was 424.6). It also continues to trade above the daily 9 MA (around $421.6), which is a bullish continuation.

$Apple(AAPL)$ Apple is the only Magnificent 7 stock up this morning intraday, even with bad news.

All the same positive drivers for $Apple(AAPL)$  remain in place. This is the case even as the tech sector faces turmoil and the S&P nears correction territory. With $Microsoft(MSFT)$  and $Meta Platforms, Inc.(META)$  now deeply in a downturn, off more than 30% from their highs, it seems Apple is poised once again to lead the group of major tech stocks.

Without looking too deeply into the numbers, is there a simple statistic that differentiates $Apple(AAPL)$  from the rest of the big cap companies? $Apple(AAPL)$  consistently uses 80% of its FCF on buybacks of its stock. Me? I like that.

The Wall Street Journal states that $Apple(AAPL)$ 's AI bet appears to be the winner, as AI on Device is the future.

$Microsoft(MSFT)$  The core business remains strong, but the market is watching AI spend very closely.

$Microsoft(MSFT)$ Even Jensen Huang states the software selloff is illogical.

$Microsoft(MSFT)$ In my view, it's safe to say the rally back up has officially begun.

A run-up can occur rapidly and intensely once the narrative improves. More money can be made from $Microsoft(MSFT)$  returning to its average PE ratio than from $Alphabet(GOOG)$  inflating its PE ratio further.

New iPhone coming. $Apple(AAPL)$  does 'cool' better than anyone.