$Apple(AAPL)$$Apple(AAPL)$ is going strong. Is it too late to buy $Apple(AAPL)$ ? No, I don’t think it’s too late to buy Apple (AAPL), but I would be careful about chasing the share price after a strong rally. My view is that Apple remains a high-quality long-term investment, particularly for a 3–5 year horizon. However, there’s an important distinction between buying a great company and buying it at an attractive valuation. Given your investment approach of balancing capital growth with capital preservation, I’d favour building a position gradually rather than committing a large amount immediately. 1. Where Apple stands now Apple (AAPL) US
$Meta Platforms, Inc.(META)$ Buy the dip $Meta Platforms, Inc.(META)$ ? Yes, but scale in rather than go all-in. As of October 28, 2026, I see Meta Platforms as a potentially attractive long-term investment, but there is a legitimate reason the stock is under pressure: investors are questioning whether its enormous AI spending will generate sufficient returns. I’d consider buying in stages if your investment horizon is 2–5 years. 1. Why has META sold off? Meta’s latest Q3 2026 earnings, released on October 21, revealed a mixed picture. Metric Latest result My interpretation Revenue $64.6B, +26% YoY Excellent growth Operating income $13.0B, down 37% Significant cost pressure Adjusted EPS $7.40 S
$NEBIUS(NBIS)$ Is this stock a buy now? My take: Cautiously bullish, but I wouldn’t go all-in. Nebius Group (NASDAQ: NBIS) is one of the more interesting ways to invest in the AI infrastructure boom. It provides GPU computing capacity and cloud services for AI workloads. My verdict as of October 20, 2026: NBIS is worth considering for a long-term growth portfolio, but the upcoming earnings report makes the timing tricky. The stock has recently pulled back significantly, which could create an opportunity. However, its enormous infrastructure spending and demanding valuation mean that a cheaper share price doesn’t automatically make it a bargain. 1. What’s happening with NBIS right now? According to the latest market data available, NBIS close
$Meta Platforms, Inc.(META)$$Meta Platforms, Inc.(META)$ is still going strong despite last night market fall. Why META is going strong lately? 1. Muse AI is changing the investment story Meta's Muse AI assistant launched on September 8 and attracted significant investor attention. Its reported five million downloads in the first 22 days helped investors see a possible new source of revenue beyond advertising. 2. Investors are becoming more confident in its AI strategy On October 12, Meta unveiled its Muse Wonder AI models, which it says compete with leading AI systems. The launch strengthens the investment narrative, although commercial success remains to be demonstrated. 3. Its existing adve
$NVIDIA(NVDA)$$NVIDIA(NVDA)$ is moving again. It is too late to invest? No — I don’t think it is too late to invest in NVDA. But I would not chase it aggressively at ~$239 either. NVIDIA has just moved back toward record territory, but the underlying business is still growing at an extraordinary rate. Its latest quarter had $96.2B revenue, up 106% YoY, with Data Center revenue up 117%, and management guided the next quarter to $108B ±2%. More importantly, management said it expects FY2028 revenue to grow about 70% and supply constraints could persist through FY2028. My view: Given your existing portfolio is already fairly growth/AI heavy, I’d treat NVDA as a long-term core AI holding, but ente
$Qualcomm(QCOM)$ would you trim if you have $Qualcomm(QCOM)$ ? At the current QCOM price around $202, I would trim modestly rather than exit, especially after the sharp move from the $160–180 area. QCOM jumped about 9.3% on Sept. 21 and closed at $201.97 on Sept. 25. Why I’d trim some 1. The recent rally has caught up with near-term valuation. QCOM is now around 23× trailing earnings / ~20× forward earnings. The current analyst consensus target is about $204, essentially around the market price. 2. The fundamental picture is mixed. The latest quarter showed: * Revenue $9.95B, -4% YoY * Handset revenue -20% * Automotive revenue +61% * Q4 adjusted EPS guidance $2.05–$2.25, below the then-consensu
$Qualcomm(QCOM)$ I have been trimming $Qualcomm(QCOM)$ lately. Is the company lagging behind? Yes — QCOM has been lagging, especially compared with AMD, NVDA and some other AI/semiconductor names. But the important question is why it’s lagging. As of the latest close, QCOM was around $177.72, versus a 52-week high of about $259.92. Its 2026 YTD return was only about +5.5%, compared with roughly +11.8% for the S&P 500. Why QCOM has lagged 1. Smartphone weakness / Apple modem transition This remains the biggest near-term issue. Qualcomm is still heavily exposed to handsets, while Apple is increasingly using its own modem technology. Memory/supply constraints have also pressured the handset ma
$Apple(AAPL)$ would you buy more $Apple(AAPL)$ ? Yes — I would keep AAPL for the long term, but I’m less enthusiastic about adding aggressively at current levels than I am about $Meta Platforms, Inc.(META)$ or some of the semiconductor. Apple’s fundamentals are actually quite strong right now. Its fiscal Q3 2026 revenue was $109.4B, up 16% YoY, with EPS up 29%, and iPhone, Mac and Services all hitting June-quarter records. 🍎 My AAPL outlook Long-term rating: 8/10 — HOLD / ACCUMULATE on pullbacks The interesting thing now is that Apple has several potential catalysts: * iPhone 18 cycle — early demand appears strong. * First foldable iPh
$Meta Platforms, Inc.(META)$ I had bought and sold $Meta Platforms, Inc.(META)$ in a few occasions. I’m bullish on Meta Platforms (META) over the next 12–24 months, but I would expect significant volatility. At around $617, META looks considerably more attractive than it did near its ~$796 high. Why I like META 1. The core advertising business is still very strong. Q2 2026 revenue reached $60.8B, up 28% YoY. Ad impressions increased 14% and average ad price increased 12%—a very healthy combination. 2. AI is already improving the advertising engine. This is important: Meta isn’t simply spending billions hoping AI eventually pays off. Its AI recommendation and advertising systems are improv