To The Moon

$Apple(AAPL)$  I put all my remaining capital in at $278. Apple should trade above $350 by year end.

$Apple(AAPL)$ Apple is the clear winner with very little spending on AI.

$Advanced Micro Devices(AMD)$ If these projections hold, net income estimates are starting to look like a different company. • 2025: ~$4.3B • 2026: ~$12.1B • 2027: ~$21.5B • 2028: ~$30.7B That's a move from around $5B to ~$30B in just a few years. Why so aggressive? It all comes back to AI demand, the mix shift, and higher-margin compute finally scaling through the cycle. If even part of this plays out, today's valuation starts to look very different.

$Apple(AAPL)$  Apple gets to ride the AI wave without having to build the underlying infrastructure. And basically, everyone using AI from different companies is doing so on an iPhone. So, it looks like Apple is the one coming out on top across the board.

$Apple(AAPL)$  All the big names are up 3% to 5%, and this one is under 0.5%.

$Apple(AAPL)$  The market is ripping. This is up 50 cents. Serious wow.

$Advanced Micro Devices(AMD)$ Price targets for tomorrow: $500, $510, $550, $582. Feeling very bullish about this.

$Apple(AAPL)$ Recovering nicely. Thanks for the cheap re-entry opportunity yesterday. $Microsoft(MSFT)$  is still a bit of a drag. But, we might be leveling off.

$Apple(AAPL)$ Okay... Apple's AI strategy is starting to make a lot more sense now. They're quietly leaning on both $Alphabet(GOOGL)$  and $NVIDIA(NVDA)$  to scale the cloud side of Apple Intelligence. Here's what stood out to me: Apple's biggest AI model is running on Google Cloud. NVIDIA compute is helping power the backend AI infrastructure. Complex requests get routed through Apple's own "world knowledge" system inside Private Cloud Compute. Simpler stuff still stays on-device for privacy and speed. And honestly... this feels like a pretty big shift for Apple. For years the focus was "everything on-device." Now it's becoming clear that serious

$Apple(AAPL)$ The integration of AI across the entire Apple ecosystem is thoughtful and well-executed. Looking forward to experiencing it.