To The Moon

$Apple(AAPL)$ The dividend is on the way, and it looks like people are buying shares to capture it. The large buyback program is also having a noticeable effect. Meanwhile, shorts are still pressing their bets.

$Apple(AAPL)$ Meta dropped $36. I think Apple will be okay. They might have some supply chain headwinds, but they don't face the same level of AI spending pressure as the other mega-cap names.

$Apple(AAPL)$ It looks like all the money flowing into QQQ and SPY is being funneled into AAPL, and that's the only thing keeping the broader market from a limit down.

$Apple(AAPL)$ There is still some work to be done on this, but so far she's been treating me right.

$Microsoft(MSFT)$ It’s a good company, but we’ve already seen what happened to GOOG. I don’t like saying it, but I think this report pushes MSFT to $350. It’ll bounce on solid earnings before dropping on increased capex. The hyperscalers are going to keep raising capex. AAPL should be the winner this quarter since they’re sourcing their AI from OpenAI, but once they realize they need way more compute to build their in-house model, they’ll be playing catch up.

$SoundHound AI Inc(SOUN)$ SoundHound has put out some pretty concrete proof of its global scaling power. The Deliverect integration lets tens of thousands of restaurants activate SoundHound's advanced voice-AI with a single click, basically removing the usual friction from fragmented POS systems. This deal moves SoundHound from a point-solution provider toward more of an infrastructure-level AI player in the hospitality space. The Deliverect partnership also shows SoundHound's ability to scale with near-zero marginal cost. By tapping into Deliverect's existing infrastructure, SoundHound can reach 80,000 locations globally without meaningfully increasing its own sales or implementation expenses. It looks like this could become a notable player

$Microsoft(MSFT)$ It looks like there's only one more moving average left to take over. If that happens, this could be bullish all through next year.

$Apple(AAPL)$  People sometimes ask if it's tiring to be consistently right about holding Apple, but honestly, it doesn't feel that way at all. It actually feels quite good.

$Microsoft(MSFT)$  double bottom sling shot to 550s

$Apple(AAPL)$ Despite a downgrade from the bears, Apple managed to open near $311, recover almost $5 intraday, and close near $315. That doesn't look like weak price action to me. A break above today's high could potentially push it toward $320. It'll be interesting to see if the buyers can follow through.