To The Moon

$Apple(AAPL)$ Holiday spending in the U.S. in 2024 was up to $241 BILLION vs $222 BILLION in 2023. Globally holiday spending is up to $1.4 TRILLION which is a moderate increase as well. I don't know what impact this will have on earnings on January 30 but it's at positive indicator going into it.

$Apple(AAPL)$ People seem to forget, perhaps because of the uncharacteristic way in which Apple is already marketing it, that Apple Intelligence is still in beta. So of course it’s not going to move units just yet. But once this thing is fully baked and in the hands of hundreds of millions of iPhone customers, with constant iterations and improvements coming in for years to come, the buzz around how amazing Apple Intelligence is to use will spur more and more dissatisfied android and pc customers to make the switch to Apple hardware and its many lucrative services.

$Apple(AAPL)$ Time to go all in AAPL. Everyone is expecting a down year for stocks which means we will have another double digit gain for the market. Worst case scenario is a 10% correction at some point. The Fed is your friend.

$Microsoft(MSFT)$ Wrongheaded thinking: Its too late to buy now because I could have had MSFT in the range of 411-414 yesterday.Correct thinking: MSFT is a juggernaut with a diversified revenue stream second to none, and they are at the frontier of the most explosive and transformational technologies (AI and quantum) for the 21st century... And this compounding free cash flow machine was trading in the mid 450's just a month ago, so to get it for almost $30 cheaper today in the mid 420's would be a screaming buy.

$Apple(AAPL)$ The share price dropping a few times a year helps Apple in repurchasing more shares at a lower price. I don't understand why this is seen as a negative thing for Apple or why some say Apple is doomed because of it. I'm sure all stocks have dips during any particular year. That's just the nature of the stock market for stocks to fall and rise. Apple seems to be doing OK from where I stand. Apple will be opening six new Apple retail stores this year so that's a positive sign.

$Microsoft(MSFT)$ A Mag 7 stock within 6% of a 52 week low? Huh? Since unlike all the other techs this has tread water for the past year me thinks this is now a good value/growth play. Billionaires are raising their stakes in this company. They didn't become that way by being stupid

$Apple(AAPL)$ The history of aapl manniping: "Iphone sales are down in qtr 4" the next day: Iphone sales were very robust in qtr 4" I watch this stock solely over 15 years and don't miss a trick. The playbook never ever changes. Buy!

$Apple(AAPL)$ Apple has enough money and resources to do whatever it needs to stay ahead of any curve. Apple has the best economies of scale of any company around and has plenty of loyal customers willing to pay higher prices for Apple products. No other tech company has a greater brick-and-mortar presence than Apple.

$Apple(AAPL)$ Please stop with the Apple no growth. EPS is growing 15% and free cash flow (FCF) the Mount Everest illustration of a company’s business model success is growing at 10-12% per year. This is all even without Apple intelligence yet. Amazing Apple.

$Apple(AAPL)$ Apple's long-term debt is about $85B which isn't bad. All Apple would need to do is reduce buybacks to quickly pay back debt if it wanted to. Apple's debt to cash ratio isn't that bad as it has a high cash flow. No one should be concerned about Apple's debt as Apple wants to be cash neutral. Since the majority of Apple's debt is long-term, Apple has plenty of time to pay it back. Apple is not under any financial pressure it can't manage. It's a very frugal and efficient company not prone to hasty spending based on FOMO.