$Apple(AAPL)$  By the time the Apple skeptics realize compute is going to shift more toward edge devices, it will be too late for them. There is so much power in one device now, and that is why I am going with the Duo this time around. Power and screen real estate.

$Apple(AAPL)$ Apple has a cult following and people will pay any amount for an iPhone. It's not hard to imagine $5,000 iPhones eventually. Kind of like the Disney cult. Cook could charge $10,000, and the Apple crowd would still buy it all up.

$Apple(AAPL)$  Nothing announced so far, but I'll keep waiting for the foldable iPhone.

I have never been more bullish on META. A collaboration between $Meta Platforms, Inc.(META)$  and $Apple(AAPL)$ ? This could go to $1000.

$Advanced Micro Devices(AMD)$ Kind of funny to watch. People are panicking and selling hard, including after hours, even though we already know the revenue numbers and TSMC crushed those figures. Data center demand, RAM, DRAM, all of that is obviously off the charts, and every report has been confirming it. The narrative hasn't changed. China doesn't change the narrative either, since nobody in the West is going to use their chips for data center or AI infrastructure. DRAM and RAM, maybe, but that's not AMD's wheelhouse anyway. The whole rates thing, we've known about that for a while now. We knew a second hike was coming in December, and it likely continues. But we also have the midterms, and we know a ceasefire will be happening very soon. E

$Oracle(ORCL)$ This reminds me of $Advanced Micro Devices(AMD)$  in the first half of last year, sitting around 120 for months. I bought 2,000+ shares of AMD back then, and now it's a $570 stock, 5x from 18 months ago. Today I'm holding 2,000 shares of Oracle, and I believe it could also 2x in the next 12-18 months.

$Advanced Micro Devices(AMD)$ I don't always buy calls. But when I do, they're AMD calls.

$Advanced Micro Devices(AMD)$ Average daily range is now 23.72. A whale picked up 350K in calls for the 625 strike expiring Friday. Still plenty of time for a squeeze going into ER.

$Apple(AAPL)$  is still expected to see one more leg lower into the 324-314 Blue Box area. This pullback should complete Wave 4, setting the stage for the next rally to finish blue Wave (1). The Blue Box support zone may offer opportunities for buyers.

$Advanced Micro Devices(AMD)$  At this point it doesn't matter what people say about the OpenAI report. The damage was already done, and there's no way to go back and fix it. It is what it is.

I think investors focus way too much on revenue growth. For $Advanced Micro Devices(AMD)$ , what I care about is Data Center operating income. For $Uber(UBER)$ , it's FCF. For $Netflix(NFLX)$ , margins. For $SoFi Technologies Inc.(SOFI)$ , fee based revenue. Growth quality matters more than growth alone.

Wednesday’s biggest analyst calls: Yorkville Ives initiates Apple as outperform Evercore ISI upgrades NetApp to outperform from in line DA Davidson reiterates Micron as buy Cantor Fitzgerald upgrades Humana to overweight from neutral TD Cowen upgrades Marvell to buy from hold $Micron Technology(MU)$  $Apple(AAPL)$  $NetApp(NTAP)$  $Humana(HUM)$  $Marvell Technology(MRVL)$ 

$Advanced Micro Devices(AMD)$ I pointed out this rounded top failure earlier. Was pushing the idea back in early September when it was in the 450s and nobody wanted it. Now it's looking pretty good.

$Apple(AAPL)$ Looking for 400 next year. This next quarter should be great. Apple has everything going for it. Apple averages 20-25% a year. That is the best you can get with such low risk. It is a no-brainer stock for a retirement portfolio. I have been with Apple for years.

$Apple(AAPL)$  One of my sleepers for the AI trade is this: a cluster of two Mac Studios with 512GB of unified memory comes in around $35K, and you can run frontier-level open source models from home on under 600 watts. A comparable $NVIDIA(NVDA)$  setup runs roughly $200K and pulls around 10,000 watts. This feels like it could be an iPhone moment. Local AI in a lot of tech-focused homes, and I wouldn't be surprised if plenty of enterprises start exploring similar configurations.

$Advanced Micro Devices(AMD)$  Just made a massive strategic move for the next phase of AI. AMD is spending $8.2B to acquire World Labs, bringing Fei-Fei Li onboard as Chief Scientist reporting directly to Lisa Su. This isn't just an acquisition. AMD is getting cutting-edge spatial intelligence and world models, a major push into physical AI and robotics, elite AI research talent, more workloads running on Instinct GPUs, and another catalyst for the ROCm ecosystem. World Labs is building AI that can understand, generate and simulate 3D environments and real-world physics. That puts AMD directly in the fight for the next big AI market beyond chatbots: robotics, autonomous systems, simulation and physical AI. The h

$Advanced Micro Devices(AMD)$ Bought calls on Friday expiring Monday, positioning for AMD to move above 650. Not investment advice, just my read of the options flow.

$Advanced Micro Devices(AMD)$ Every dip gets absorbed by institutions as if they're at a buffet.

$Advanced Micro Devices(AMD)$  Taking profit on the next batch of shares at $650.

$Advanced Micro Devices(AMD)$  continues to show an incomplete bullish sequence within wave ((5)), keeping the upside bias intact. As long as 419 holds, pullbacks could offer buying opportunities before the next leg higher.