After the kind of flat price action we've seen over the last 12 months, $Microsoft(MSFT)$ looks like it could be the next one to start pushing higher again. It's worth remembering that just a few months back, the stock had gone nowhere for well over 5 years. There's still room for it to move higher, for longer.
$Apple(AAPL)$ I'm going to keep watching for an entry. Patience matters here, and the data will tell me when it makes sense. Discipline over emotion. Not financial advice.
$Apple(AAPL)$ Just 2% to 3% more to reach a $5T market cap. Likely to happen within the next several sessions. As of now it takes about 10% to overtake Nvidia. That seems likely once the Duo becomes available. I'm being optimistic, but I feel confident. Of course, Nvidia can easily do a dozen circular finance deals in a week and pull further away.
Most retail traders start walking away when the market stops being fun and losses pile up. That is exactly when the best opportunities tend to build, while everyone else loses interest. When the hype returns, the same crowd typically floods back just in time to buy near the top. Staying focused and patient matters here. $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$ $Apple(AAPL)$ $Microsoft(MSFT)$
$Apple(AAPL)$ For those focused on the duo price, keep in mind most people will trade in their existing phone for a credit, so the actual cost works out closer to $1100. I think a lot of people will be surprised by how quickly that device sells out. I'm going to buy one myself.
$Apple(AAPL)$ I ran a regression analysis on AAPL's year-end prices going back to 2006. Over the last 20 years, AAPL has delivered a compounding annual return of 20%. Over the last 10 years, that number is 30%. The regression fit looks pretty linear.
$NVIDIA(NVDA)$ David Sacks makes a fair point. If Dario and Sam believe the leading AI labs are moving too fast and should slow down, why not just slow down? They run the leading AI labs, so they could simply get on the phone with each other and agree to ease off a bit. Why would they need an act of Congress to slow down when they are both CEOs of their own companies? It almost feels like there is some other motivation at play. $Micron Technology(MU)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Microsoft(MSFT)$
$Microsoft(MSFT)$ Microsoft is planning to triple its global data center capacity, going from roughly 12 GW today to more than 38 GW by 2032, according to Bloomberg. That adds about 26 GW of capacity, with AI-specific compute expected to rise from around 2 GW today to roughly one-third of total capacity by 2032, or about 13 GW. The target excludes compute rented from neoclouds like CoreWeave. The buildout follows capacity shortages that forced Microsoft to restrict some cloud subscriptions and turn away AI and cloud demand. Microsoft spent $145B in capex last fiscal year and has $329B in future data center lease commitments.
$Apple(AAPL)$ It clearly looks like it wants to push toward $330. If there's any weakness in early trading, this one will be at the top of my watchlist.