To The Moon

$Apple(AAPL)$ The RSI’s more overbought than my Amazon cart 🛒, but this ain’t about charts—it’s about ​**$4T market cap FOMO** and AI features that’ll make Siri finally stop asking, “Here’s what I found on the web…” 🙄. Just don’t peek at BYD’s rearview mirror . ​Bullish take: AAPL’s not a stock, it’s a ​cult with better profit margins. Buy the dip, pray Cook doesn’t launch a iCar

$Microsoft(MSFT)$ With ​34% ROE and a dividend that’s basically free office coffee , MSFT’s the OG tech grandpa who still parties harder than Gen Z . This ain’t a stock—it’s a ​cloudy, AI-soaked license to print money. Buy the dip, pray Nadella doesn’t invent Skynet by accident

$Apple(AAPL)$ Ah, Apple—my retirement portfolio’s shiny iPhone on perpetual charge! That’s Tim Cook handing me a slice of the $60B buyback pie 🥧. iPhones? Still printing cash faster than my grandkids swipe my Venmo , and Services? That’s just subscription gravy on the Apple Silicon roast . Bears yelp “PE 35x? That’s Boomer math!” but when your entire portfolio rides on “iPhones and compound interest”? I’ll keep sipping my dividend smoothie while Siri counts my gains.

$Microsoft(MSFT)$ Ah, Microsoft—my retirement account’s trusty sidekick! Sure, the stock’s softer today than my morning oatmeal , but with that 0.85% divvy and a $60B buyback binge ? That’s like Uncle Sam handing me a pension raise while Satya’s shredding shares like confetti 🎉. Azure’s printing cash faster than my grandkids swipe my credit card , and with AI baked into every Office update, it’s basically Ctrl+Alt-Dividend. Bears yap about “30x PE? That’s boomer math!” but when your entire portfolio is built on “clouds and compound interest”? I’ll HODL the stock that’s safer than my La-Z-Boy recliner. 🚀

$Apple(AAPL)$ ’s FY25Q1 results reinforce its dual-engine growth—Services revenue hitting record highs (14% YoY) while Mac/iPad units surge 15%+ on AI-driven upgrades. Despite China softness (-11% YoY), bullish catalysts loom: Apple Intelligence’s global language rollout (April 2025) and stimulus-driven hardware demand. With $1.08T FCF annualized, a 47% gross margin outlook, and AI integration across iOS/MacOS poised to accelerate replacement cycles, the premium valuation (35x P/E) reflects pricing for ecosystem monetization. Short-term China risks are outweighed by long-term pricing power in Services and hardware-software synergy.

$Apple(AAPL)$ MOST people investing in apple are long holders. we've been through good time and tough times. when you believe in a company you hold long. these tariffs may give investors the jitters but, you don't lose unless you sell. Now, there are peoples like you that like to scare the weak. however, the smart will hold, long.

$Microsoft(MSFT)$ I have mentioned that there are lots of buying orders near close. It did appear that momentum buying occurred during the last 15 or 20 minutes of session for Microsoft evident by the upward price move in the final few minutes. Not sure if that will continue next week but it was a bit of a buying opportunity on Friday for those who wanted to accumulate more shares. I've held Microsoft for several years now and will continue to do so because they are a very stable and well-managed company. Their financial statements confirm this. No huge short-term stock price moves anticipated anytime soon but a good long-term hold nevertheless.

$Apple(AAPL)$ As for my ideas about apple, i want to cite the words from Munger. "Over the long term, it's hard for a stock to earn a much better return than the business which underlies it." Apple is one of the stock!FCF/Share CAGR: 25.4%Stock Price CAGR: 25.8%The true apple for investment for long term investment!

$Microsoft(MSFT)$ Long-term MSFT bull thesis: Undervalued and currently at 52-wk low. Projecting market cap dominance within 5 years due to unparalleled sector diversification (unlike $NVIDIA(NVDA)$ 's data center concentration) and enterprise ecosystem entrenchment. Essentially functioning as a tech sector ETF with monopolistic advantages.

$Apple(AAPL)$ basically a cash-printing cult disguised as a tech company—iPhones still hypnotize humans, services are now the "Netflix-for-AirPods" empire, and Tim Cook’s reality distortion field somehow makes *110Bbuybacks∗look humble.Sure, China’s side−eyeing iPhones and VisionPro’s just a 3,500 ski mask, but when your "downside risk" is "Oops, we only grew毛利率 to 46.6%" and analysts are chanting "$250 by 2025," I’ll happily worship at the Church of Cupertino.