Apple. Every tracked FinTwit mention of $AAPL, newest first. 268 mentions since the first on Jun 20, 2025. See the price chart.
June 2026 · 16 mentions
Jun 4
unusual_whales — Apple, $AAPL, says that the App Store ecosystem has reached $1.4 trillion.↗
Jun 4
Shay Boloor — $AAPL will reportedly use $GOOGL Cloud's $NVDA Blackwell fleet to power its overhauled Siri after its own Mac-chip servers proved too slow to run the model.
Thats one of the stron…↗
Jun 4
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $BTC Bitcoin’s selloff is worsening, with the price falling below $63,000 for the first time since Feb…↗
Jun 3
Michael | Hypermarkets — Everyone is bullish right now. I'm not after June 15:
1. Large IPOs like $SPCX will trigger sell off.
$NVDA — institutions sell liquid mega caps to fund IPO allocations
$AAPL — h…↗
Jun 3
Jeff York, PPT — @barronsonline $AAPL stock today, hit my profit target at the yearly R1 #pivotpoint!🎯 https://t.co/LKfHJVmQ0R↗
Jun 3
Carolyn Boroden — $AAPL weekly hit key target.....I would be trailing up stops now! https://t.co/g45GSGAi9m↗
Jun 3
Nick Colas & Jessica Rabe (DataTrek) — 2/2 ...Japan’s weighting is 4.9%. In the same vein, $AAPL’s 4.4% weighting would make it the third largest geographic allocation, well ahead of Taiwan (3.3%).↗
Jun 3
Jeff York, PPT — $AAPL today, is at my profit target at the Yearly R1 #pivotpoint! 🎯🙋♂️
⚠️ The BIGGEST reversals during the year happen at the Yearly #pivotpoints! ⏬⏫ https://t.co/9JFs1TgCe7↗
Jun 3
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Marvell is up around 50%, on pace for its best day ever and adding more than $80B in market cap, after…↗
Jun 2
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $GOOGL Alphabet is proposing an $80 billion equity capital raise to expand its AI infrastructure and c…↗
Jun 1
Shay Boloor — $AAPL is reportedly developing a new iPhone bill-splitting feature that lets users scan a receipt and automatically divide costs among a group.
Users will be able to assign items…↗
Nick Colas & Jessica Rabe (DataTrek) — The Mag 7 are responsible for just 31% of the S&P 500’s YTD return of 10.7%. The biggest contributors: $GOOG (+1.2 points), $AAPL (+1.0 pt) & $NVDA (+1.0 pt). $MSFT saw a s…↗
Jun 1
Nick Colas & Jessica Rabe (DataTrek) — Tech is now in a league of its own, +32.7% YTD. This isn't due to its largest holdings: $NVDA (+13.2%), $AAPL (+14.8%), and $MSFT (-6.9%). Rather, it is second tier, AI/Semi relat…↗
Jun 1
Serenity — There's a new $SIVE short seller with 0 clue what they're talking about.
1. $MRVL Celestial is likely buying lasers directly with $SIVE as the laser supplier, not through $POET.…↗
Jun 1
tae kim — Dear Apple Mac division, Nvidia is coming directly for ya! $NVDA $AAPL↗
May 2026 · 109 mentions
May 31
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~5.0x
• $GOOGL ~3.1x
• $ALAB…↗
May 30
Michael | Hypermarkets — It's 2035, you're a millionaire, you did exactly this in June 2026:
1. Open up a ROTH IRA (or tax-free savings account)
2. Buy stocks Trump is telling you to buy when he says it (…↗
May 30
Serenity — Hot take: Given $MSFT laptops/PCs are now likely using $NVDA hardware.
They might have a shot of taking down $AAPL.
Only if Windows OS UI weren’t a flaming pile of garbage compa…↗
TheValueist — $AAPL KEY READ-THROUGHS FROM APPLE Q2 FY2026 EARNINGS CALL
Apple’s Q2 FY2026 earnings call was a broad positive demand signal for premium consumer electronics, advanced-node semic…↗
Apr 30
unusual_whales — BREAKING: Apple, $AAPL, earnings:
- EPS: $2.01, est: $1.94
- Rev: $111 billion, est: $109 billion↗
Apr 30
TheValueist — $AAPL (Bloomberg) -- Apple reported revenue for the second quarter that beat the average analyst estimate.
SECOND QUARTER RESULTS
Revenue $111.18 billion, +17% y/y, estimate $109.6…↗
Apr 30
Serenity — Fun fact: don’t think any large US institution had positions in $SIVE / $SIVEF since it was a majority owned local Swedish retail stock.
There’s also fund mandates preventing US f…
March 2026 · 14 mentions
Mar 31
Serenity — @RonDeSantis Hi Ron, so there's two different parts to it:
1. Hyperscalers ( $ORCL, $META, $AMZN): They're spending more than they have with profit ( $GOOGL is the rare exception,…↗
Mar 30
Serenity — I'm still long on markets (now 85% long, now 15% cash/hedges).
Even during wartime, I expect many names from $AAOI to $LITE to outperform.
However...
The World is largely inte…↗
Mar 27
The Future Investors — The Mag 7 through one lens 🕵️♂️
PEG vs 10Y avg PEG
(<1 = cheaper vs history)
🟢 $NVDA | Nvidia → 𝟬.𝟮𝟴
🟢 $META | Meta → 𝟬.𝟱𝟵
🟢 $AMZN | Amazon → 𝟬.𝟲𝟮
🟢 $MSFT | Micros…↗
Mike Investing — Currently $SPY (S&P 500) is just down -2.5% off ATH’s meanwhile:
$NVDA (Nvidia) is down 17%
$MSFT (Microsoft) is down 33%
$META (Meta) is down 19%
$TSLA (Tesla) is down 21%
$AAPL…↗
JC Investing — Heavy Capex but no AI bubble?
I thought this was an interesting infographic🔋
The chart's core argument against an AI bubble:
Unlike the dot-com, today's spending is heavy but…↗
Feb 16
The Future Investors — $AAPL Apple is adding video podcasts to Apple Podcasts this spring. Users can switch between watching and listening, as Apple takes on Spotify and YouTube 🎙️📹 https://t.co/Bem3P6…
January 2026 · 19 mentions
Jan 30
Ray Wang — $AAPL 1Q26 Earnings Call on GM and Memory.
- Memory pricing had minimal impact on 1Q GM but is expected to have a bigger impact in 2Q, factoring 48-49% guide
- Memory pricing is…↗
Jan 29
The Future Investors — 𝗔𝗽𝗽𝗹𝗲 𝗤𝟭 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $AAPL
EPS: $2.84 vs $2.67 est. ✅
Revenue: $143.76B vs $138.52B est. ✅
Shares: +2.4% after-hours 📈
Like these earnings updates?
You'll…↗
Jan 29
The Future Investors — $AAPL Apple has acquired secretive Israeli AI startup https://t.co/cmXx0x1G8R for nearly $2 billion.
https://t.co/cmXx0x1G8R develops "silent" voice and facial-expression communic…↗
Carolyn Boroden — $AAPL last setup....potential targets and it's a bust if we break the support on this chart!! https://t.co/4Pokm9cmxZ↗
Dec 19
The Future Investors — 𝗧𝗵𝗲 𝗦𝘁𝗼𝗰𝗸 𝗕𝗮𝘁𝘁𝗹𝗲
⚔️ Round 94: $AAPL vs $META
Two tech giants connecting digital lives 🌍
Apple has an ecosystem around devices📱
Meta connects the world with plat…↗
Dec 17
The Future Investors — 𝗧𝗵𝗲 𝗦𝘁𝗼𝗰𝗸 𝗕𝗮𝘁𝘁𝗹𝗲 - 𝗥𝗼𝘂𝗻𝗱 𝟵𝟰
Two global tech giants shaping how billions connect and consume 🌍
Who’s your long-term pick?
⚔️ Round 94: $AAPL vs $META
Sector:…↗
The Future Investors — $AAPL Apple is quietly preparing for Tim Cook’s possible exit as early as 2026 — with hardware chief John Ternus seen as the top contender.
Cook may stay longer, but succession tal…↗
Nov 14
Lawrence McDonald — Buffett - Berkshire takes their Apple $AAPL position from 1000M shares to 238M.↗
Nov 2
Ray Wang — $TSM's N2P and A16 processes are both on track for mass production in the 2H26, with A16 slated to begin trial production as early as March 2026 per supply chain source.
Accordin…↗
October 2025 · 17 mentions
Oct 30
The Future Investors — 𝗔𝗽𝗽𝗹𝗲 𝗤𝟰 𝟮𝟬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $AAPL
EPS: $1.85 vs $1.76 est. ✅
Revenue: $102.47B vs $102.09 est. ✅
Shares: -2.7% after-hours 📉
Like these earnings updates?
You'll ❤…↗
Oct 27
Nancy Pelosi Stock Tracker ♟ — @GuvsCryptoTips Yeah, nothing much to look into here tbh
She’s had a history of contributing $AAPL shares to different universities as well↗
Oct 27
Nancy Pelosi Stock Tracker ♟ — BREAKING 🚨
Nancy Pelosi just "contributed" 382 shares of Apple $AAPL to Trinity University
Her total $AAPL stake is estimated ~$28M
So this only ~.3% of her total position http…↗
Ray Wang — BIG: The Trump administration is considering imposing tariffs on foreign electronic devices based on the number of chips in each device.
The Commerce Department would impose a ta…↗
Sep 25
Ray Wang — According to the Wall Street Journal, $INTC has explored potential investment or manufacturing partnerships not only with $AAPL but also with $TSM. https://t.co/7NVKsVj90T↗
Sep 24
Lawrence McDonald — 2025
Rare Earths $REMX +66%
Platinum $PLTM +62%
Nuclear $NUKZ +59%
All Metals $XME +59%
Copper $COPX +46%
Vs.
Tesla $TSLA +9%
Apple $AAPL +1%
Amazon $AMZN +0%↗
Sep 24
Ray Wang — BIG: $INTC has approached $AAPL for investment; talks remain in the early stages. The two companies have also discussed ways to work more closely together.
Credit: @markgurman htt…
August 2025 · 2 mentions
Aug 14
Lawrence McDonald — Buffett keeps dumping Apple, nearly 700m shares to date.
“Yours, Wall Street.”
BERKSHIRE HATHAWAY INC CUTS SHARE STAKE IN APPLE INC BY 6.7% TO 280 MLN SHARES - FILING
$AAPL↗
Aug 11
Nancy Pelosi Stock Tracker ♟ — Then there's stocks she's been holding for a while including
Crowdstrike $CRWD: ~+40%
Microsoft $MSFT: ~+12%
Apple $AAPL: ~+40%
Amazon $AMZN: ~+44% https://t.co/W8ECUuqaBp↗
July 2025 · 2 mentions
Jul 8
Lawrence McDonald — When interest rates rise, existing bond prices fall. The Apple $AAPL 2.55% bonds due in 2060 have been trading in the bid 50s (cents on the dollar) for nearly 3 years, which begs…↗
Jul 2
Nancy Pelosi Stock Tracker ♟ — Holy political size 🚨
Rep. Cleo Fields (D) just disclosed $11.07M of trades
Buys: $11,055,000
Sells: $15K
Largest buys include
$NVDA: $6.65M
$AMZN: $1.6M
$AAPL: $1M
$PLTR: $100…↗
June 2025 · 2 mentions
Jun 21
Raging Capital Ventures — @99dot9percent Maybe, it is obviously debatable. I think $AAPL would be immensely more valuable if it owned its own search engine though.↗
Jun 20
Raging Capital Ventures — Funny — just a few hours ago, a friend and I were bemoaning $AAPL’s lack of an AI strategy, and we (half) joked that their stock would probably be up 15% if they bought Perplexity…↗
— 4 STOCKS BUILDING THE FUTURE OF SPACE CONNECTIVITY
The SpaceX IPO in two weeks will force the market to focus on the real monetization layer of space which is connectivity where $…
Mo — June seasonality is very clear.
$SPX
Strong early June → steady advance through mid-month → seasonal pause late month → positive finish into month end.
$AAPL
Early strength → wea…↗
May 29
Jeff York, PPT — $AAPL today, is near my profit target at the yearly R1 #pivotpoint! 🎯
Since the Yearly pivot point(YP) was strong support, the yearly R1 #pivotpoint should be strong resistance,…↗
May 29
Michael | Hypermarkets — 2 years ago, I called out $ASTS at $2. Its up 6500% so far at $130.
My target at least $200+ when $SPCX IPOs.
Right now, $ORCL is the most obvious play. Its earnings is on June 1…↗
May 28
The Assembly — This is insane.
May 8th, Donald Trump said "Go out and buy a Dell, they're great."
$DELL is currently up 29% after hours after reporting stronger than expected earnings.
That pu…↗
May 28
Serenity — $SIVE is the most compelling CPO/photonics exposure to me.
Addressing the disinformation: I haven’t sold and don’t plan to sell a single share.
I do think this ends up the next…↗
May 28
Shay Boloor — $AAPL is reportedly preparing a major Siri redesign for iOS 27 that would make it the center of Apple’s AI experience.
• New Siri interface across Dynamic Island, Camera, Search &…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Leopold Aschenbrenner’s Situational Awareness LP, known for its early calls on $BE, $SNDK, and $INTC,…↗
May 27
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. UBS raised its price target on Micron $MU to $1,625 from $535 while maintaining a Buy rating, citing s…↗
May 26
unusual_whales — Bank of America has raised price target on Apple, $AAPL, to $380 from $330.↗
May 26
Shay Boloor — Ferrari stock fell over 5% after unveiling its first fully electric car Luce.
At roughly $640,000 with 1,000+ hp and design input from former $AAPL iPhone designer Jony Ive, Luce…↗
May 25
Shay Boloor — $NVDA EXPECTED TO BECOME THE MOST PROFITABLE COMPANY IN WORLD BY 2027
The global profit pool is shifting toward AI compute, memory & the platforms scaling on top of both:
1.…↗
May 24
Serenity — When I do my supply chain mapping... $SIVE is just so critically important to so many frontier industries.
I'm not sure people are fully aware yet.
$SIVE -> $AAPL, $NOK, $RTX (u…↗
Shane C. Murphy, CMT — $AAPL Multi-Timeframe (1yr D, 5yr W, 10yr M)
Abs price: polarity working beautifully across all timeframes. Prior resistance becomes new support - Makes sense, given it's the most…↗
May 23
The Future Investors — The Future Investors presents the 30 quality stocks with the highest free cash flow margins — excluding stock-based compensation 📈🤑
1. $APP | AppLovin - 68.3%
2. $MA | Mastercar…↗
Serenity — I said this before but I have high conviction in $SIVE.
I'm confident their UC Berkeley + $LITE executive team knows what IP to acquire. Since they've worked with Ayar and others…↗
May 22
Ben Pouladian — @PatrickMoorhead @Lenovo Wait till people find out $AAPL makes CPUs too lol↗
May 22
Shay Boloor — Great to be featured in Business Insider discussing the SEC’s plan to allow investors to trade tokenized versions of stocks.
If names like $NVDA or $AAPL move onto regulated block…↗
May 19
Serenity — This is just confirmation on timelines:
H2 2026 is the "major redesign of high end Apple Watches" for blood pressure related stuff using TASC photodiodes(2340).
This next part is…↗
May 19
Serenity — Just putting it out there:
$SIVE short interest is probably higher than 17%+ now.
As lot of local Swedish hedge funds are very underwater, shorting Sivers.
They're about to mee…↗
May 19
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Markets whipsawed throughout the day as Iran headlines shifted. Premarket stocks turned sharply green…↗
May 18
Shay Boloor — Still wild to me that Warren Buffett’s Berkshire Hathaway no longer owns $V or $MA.
Top 5 positions:
1. $AAPL ~$58B (22% of portfolio)
2. $AXP ~$46B (17% of portfolio)
3. $KO ~…↗
May 17
Serenity — @Mr_Derivatives I have no positions in $KRUS but it's one of the better restaurant names hilariously enough.
There's always a 1 hour line in the Cupertino one near $AAPL HQ.↗
May 17
Serenity — It's really popular, I used to go to the CA Cupertino near $AAPL HQ and there was always a 1 hour line.
Heard they opened some up around Berkeley and others... so I do agree with…↗
May 17
Shay Boloor — MY 3 FAVORITE WAYS TO PLAY THE CPU BOTTLENECK
Jensen Huang keeps saying the next era of computing will be built around “AI factories” but every agentic workload creates a massive…↗
May 17
Shay Boloor — President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilted toward semis, AI infrastructure & power:
• $PENG: +158%
• $INTC: +151%
• $SNDK: +131%
• $…↗
May 16
Michael | Hypermarkets — 20 stocks I'll add in this May/June 2026 $SPY crash.
Remember, market always bounces back to all time highs.
1. $NVDA $225
Buy: $180–190 Prior breakout and massive institutional…↗
May 15
InvestmentGuru — Trump’s Q1 2026 Portfolio Moves Just Dropped, And the rotation tells a very clear story.
What He SOLD
→ $AMZN — $5–25M range
→ $META — $5–25M range
→ $MSFT — $5–25M range
Exiting…↗
May 15
Mike Investing — Earlier today President Trump revealed his Stock Purchases for 2026…
There were over 3,600+ transactions and revealed $1M+ positions in these stocks:
$NVDA, $NOW, $ADBE, $ORCL, $…↗
May 15
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $CBRS Cerebras opened about 75% above its expected IPO price of $185, giving the AI chip company a rou…↗
May 15
Wayne Liang — So this pretty much went exactly as expected...
> US/China summit. Trump and Xi met in Beijing. Both sides agreed to "constructive strategic stability." Iran on the agenda. Market…↗
May 14
unusual_whales — Apple's, $AAPL, two-year-old partnership with OpenAI has become strained, per Bloomberg, with a legal battle possible.↗
May 14
Carolyn Boroden — $AAPL usually a good idea to trail up stops when you get to key extensions....Ratchet them up in AAPL though 316.27-55 would be the next target if we keep going! https://t.co/xNBmd…↗
May 14
tae kim — "Apple has kicked off low-end/legacy iPhone, iPad, and Mac processors at Intel on the 18A-P series (using Foveros packaging). The order mix is roughly 80% iPhone, mirroring Apple's…↗
May 14
unusual_whales — BREAKING: This is unusual.
The market dipped after the Iran War started.
But then Trump bought millions of stocks, including in $AAPL, $NVDA, $DELL, $ADBE, and much more.
He con…↗
May 14
unusual_whales — BREAKING: Trump has disclosed thousand of transactions.
He owns more than a million of $NVDA, for example.
He also owns, $TSLA, $ADBE, $NOW, $AMZN, $AAPL, and much more.
The tra…↗
May 14
Chris — President Trump just disclosed over 100 pages of stock trades to the White House Office of Ethics.
One of the first times we’ve seen a sitting President actively trading individua…↗
May 14
amit — PRESIDENT TRUMP JUST SUBMITTED HIS STOCK PURCHASES/SALES TO THE WHITE HOUSE OFFICE OF ETHICS.
The document is over 100 pages and has thousands of trades.
This is one of the first…↗
May 14
Michael | Hypermarkets — All the stocks Trump bought are up 100%-200% so far.
When he says to "BUY THE DIP" you do it if you want to retire before 40.
1/ NVIDIA $NVDA — AI compute is the oil of the 21st…↗
May 14
unusual_whales — Evercore ISI has raised its price target on $AAPL to $365 from $330↗
May 14
Shay Boloor — President Trump’s latest 278-T filing reportedly disclosed 3,600+ transactions so far in 2026.
The filing appears to show $1M+ positions in:
• $NVDA
• $AAPL
• $ORCL
• $AVGO
• $NOW…↗
May 14
Serenity — Fun read! Think you covered majority of the important points regarding the overall CPO growth curve and wrote a great bull case.
Especially how $SIVE feeds into Ayar, $JBL, and $…↗
May 14
Shay Boloor — $TSLA CEO Elon Musk and $AAPL CEO Tim Cook were photographed together at the Chinese State Banquet.
And Elon’s facial expressions may have just created another timeless internet m…↗
May 13
Shay Boloor — @VanquishTrader $AAPL clearly trying to protect App Store’s ~$50B commission engine as agentic AI threatens to change how people use apps altogether.↗
May 13
Shay Boloor — $AAPL JUST CROSSED $300 FOR THE FIRST TIME EVER https://t.co/tcDCdCTTDO↗
May 13
Michael | Hypermarkets — 4 investing skills you need to know until 2030:
1. buy dips on strong companies only $TSLA $NVDA $MU $AAPL $GOOG $AAPL $AMD
2. recoveries will be V-shape bounces
3. all sell-off…↗
May 13
Shay Boloor — Air Force One has officially landed in China with President Trump, $TSLA CEO Elon Musk and $NVDA CEO Jensen Huang onboard.
Other CEOs reportedly joining the trip:
• $AAPL CEO Tim…↗
May 13
Michael | Hypermarkets — Trump just landed in China with the most powerful CEO's for President Xi:
Get ready for SPY target $800+ (revised from $780).
🍎 Tim Cook — $AAPL
Apple manufactures ~90% of iPho…↗
May 13
Michael | Hypermarkets — FREE swing trading cheatsheet (bookmark this and print it off)
PRO-TIP:
- In this bull market, focus on swing trading super strong companies like $TSLA $AAPL $NVDA $SPY $META…↗
May 13
BULL OF BRITAIN — You all understand that if Trump managed to open up China.
Every up and down stream supplier of $NVDA, $AAPL, $ORCL, $TSLA, $MU and $QCOM is going to fucking rip from the Chinese…↗
May 13
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Stocks opened lower today as investors reacted to hotter inflation, rising oil prices, and renewed con…↗
May 12
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here’s a full recap:
1. The $SPX S&P 500 and $QQQ Nasdaq closed at fresh all-time highs today, even with oil spiking and U.S.-…↗
Serenity — I didn’t say it should be valued at $10B+ today.
I said I expected $SIVE to be around ~$3B if they were listed on US markets. And could be $10B+ next year
Since they likely are t…↗
May 11
unusual_whales — Just five companies, Alphabet, $GOOGL, Nvidia, $NVDA, Amazon, $AMZN, Broadcom, $AVGO, and Apple, $AAPL, have accounted for half of the S&P500 growth since April, per FT: https:…↗
May 11
tae kim — BofA: "Given Apple is currently ~17% customer for TSMC which does $160bn/yr in sales, this deal represents a potential addressable opportunity of $35-40bn+ for INTC, with a ~25% sh…↗
May 10
Wayne Liang — Big week ahead for catalysts...
> US/China summit meeting. S&P 500 just hit record highs (pricing in a peace deal). Oil pulling back could also ease inflation pressure.
> Kevin W…↗
May 10
unusual_whales — Catch unusual moves before the news like $AAPL and $INTC as seen here below using unusual whales!
We were built to make sure you never miss a market move! We also have an API so y…↗
May 10
Shay Boloor — HOW MUCH PROFIT THE MAG 7 PRINT EVERY 24 HOURS
• $NVDA ~$485M
• $GOOGL ~$435M
• $MSFT ~$421M
• $AAPL ~$393M
• $AMZN ~$261M
• $META ~$251M
• $TSLA ~$10M https://t.co/B370rgSDCH↗
May 10
Frenchie — Je vous présente @sssjeffpu
Jeff est surtout connu comme analyste ensupply chain Apple, tech et hardware, avec un angle très orienté semi-conducteurs.
Il travaille aujourd’hui c…↗
May 9
Serenity — Just a TLDR of recent semi developments:
1. $TSM pushing hard CoPoS - VisEra/others might go brrr earlier than expected.
2. $AAPL goes with $INTC for semi production, which is a…↗
May 9
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim v…↗
May 9
Brian Feroldi — Thousand-Dollar Mistake: Holding a losing investment too long
Million-Dollar Mistake: Selling the next $TSLA, $NFLX, or $AAPL too early
Develop a bias toward not selling↗
May 9
Michael | Hypermarkets — Cathie Wood says inflation will go under 2% in 2026.
SPY will spike from $730 to $1000+ in a few years.
Cathie says (in her latest video):
Manufacturing going up (flatbed deman…↗
May 9
BULL OF BRITAIN — Isn't it extrememly obvious with the news that Trump brokered the deal between $AAPL and $INTC.
That he is going to do the exact same bagwork for $DELL?
I am personally going t…↗
May 8
Shay Boloor — Wild that $INTC now has $NVDA and $AAPL backing its foundry ambitions while becoming a $600B company for the first time.
Incredible turnaround story. https://t.co/fzbfHzmVl8↗
May 8
unusual_whales — BREAKING: Look at this.
$AAPL and $INTC announced an agreement for Intel to manufacture some chips for $AAPL.
Two days ago, there were large $INTC contracts being purchased.…↗
May 8
rubicon59 — +14% is not +30%, but still getting closer to $1T. $INTC $AAPL deal.↗
tae kim — WSJ: "Apple and Intel have reached a preliminary agreement for Intel to manufacture some of the chips that power Apple devices, according to people familiar with the matter." $AAPL…↗
May 8
Shay Boloor — $INTC is up over 17% after reportedly reaching a preliminary agreement to manufacture chips for $AAPL devices. https://t.co/vPCUpAjGsH↗
The Future Investors — $AAPL $INTC Apple and Intel have reportedly reached a preliminary agreement for Intel to manufacture some chips for Apple devices in the U.S. 🇺🇸📱
The talks have been ongoing fo…↗
May 8
unusual_whales — BREAKING: Apple, $AAPL, and Intel, $INTC, announced a preliminary deal for Intel to manufacture select chips used in Apple devices, per WSJ↗
May 8
amit — TIMMY APPLE JUST PUMPED THE PRESIDENT’S BAGS
$AAPL $INTC
The US government is now up $45B on their Intel position. https://t.co/PYsJG6IecZ↗
May 8
Jason's Chips — $INTC now makes chips for $AAPL.
Intel was one of my very first semis longs and today it becomes my largest too. I've been covering them on my Substack for many months.
Haven't…↗
Shay Boloor — $AAPL and $INTC have reportedly reached a preliminary chipmaking agreement with Intel set to manufacture chips for Apple devices.
Six years after Apple left Intel, it may now ret…↗
May 8
TheValueist — $INTC $AAPL (Wall Street Journal) -- Apple and Intel have reached a preliminary agreement for Intel to manufacture some of the chips that power Apple devices, according to people f…↗
May 8
Serenity — $SIVE supplies lasers to likely $JBL, Ayar, Lightmatter, $POET, $MRVL Celestial, Lightelligence, $AMD, O-Net/Enablence, and others.
Not including silicon photonics programs with…↗
May 8
Jason Luongo — 5. Poor Man's Covered Call on $AAPL
$AAPL at $287.94. Claude combined a deep ITM LEAP with a short-term call:
Buy: $240 call, Jan 2027 (delta 0.82)
Sell: $310 call, Jun 12 (delta…↗
May 7
unusual_whales — Apple, $AAPL, is testing Airpods with AI-powered cameras, per Bloomberg.↗
May 7
Shay Boloor — $AAPL camera-equipped AirPods are in advanced testing designed to feed visual context into Siri rather than capture photos or video.
The goal is real-time visual AI assistance. ht…↗
May 7
Carolyn Boroden — $AAPL has met target 1...294.86 is target 2...trailing up stops since we've met target 1 though! https://t.co/wfsz1uohKs↗
May 7
Shay Boloor — President Trump is reportedly expected to invite the CEOs of $AAPL and $NVDA on his China trip to help ease trade tensions. https://t.co/0Qy6nN8F5X↗
May 6
unusual_whales — Apple, $AAPL, is now spending more than 10% of its revenue on Research and Development, per CNBC↗
Shay Boloor — $AAPL is spending more than 10% of revenue on R&D for the first time in at least 30 years.
Apple remains one of the few companies positioned to capture consumer AI deployment…↗
May 6
Serenity — @DrNHJ Yep! Thanks for the news regarding $AAPL and $INTC.↗
Shay Boloor — $AAPL is testing integrations with $GOOGL and Anthropic for iOS 27.
The move would let users choose rival AI models across Apple’s ecosystem. https://t.co/0bESEqZiu8↗
May 5
Shay Boloor — $INTC is up more than 10% after reports that $AAPL has held exploratory talks about using Intel to manufacture main device processors. https://t.co/325CJ3FLfH↗
May 5
Jason Luongo — 10. $AAPL - Apple
Q2 revenue hit $111.2B, up 17% - a March quarter record. iPhone revenue up 22% to $57B driven by the AI-enabled iPhone 17 cycle. Services hit $31B, an all-time r…↗
May 5
Serenity — Just a recap of recent information discovery + likely mapping with $SIVE:
-> $JBL 1.6T
-> Lightmatter
-> Ayar
-> $MRVL Celestial
-> Lightelligence
-> $POET
-> $GFS ecosystem
->…↗
May 5
tae kim — Woah
“OpenAI appears to be fast-tracking its first AI agent phone, with mass production targeted as early as 1H27” $AAPL↗
Serenity — @TheGreekEuler I personally think $SIVE should be $3B today and ends up $10B+ next year.
Earnings don’t really matter. Just care about indication from management about laser volum…↗
May 1
Serenity — As for 3x brrrs these levels:
1. $SIVE
2. MSSCORP (6830)
3. Auros (322310)
Are my best guesses. Here's my thought process:
1. $SIVE: I genuinely do see them being $10B+ next y…↗
May 1
Raging Capital Ventures — $QCOM talks a good game but other than modest Alphawave wins (a long I pitched) they have little data center traction and they previously mothballed their ARM-based CPU efforts. M…↗
May 1
InvestmentGuru — $SNDK delivered solid earnings. The pullback looks more like short-term profit-taking than a change in the story. If the sector holds, this could turn into a bounce opportunity. Th…↗
Serenity — @TVAFR786 $1.4B MC is tiny?
Especially if their lasers likely power $AMD CPO, $MRVL CPO, $JBL 1.6T LRO, $AAPL Silicon Photonics, Ayar (AlChip), Lightmatter, O-Net End users (Asia…↗
Apr 30
Serenity — I am now long MSSCorps (6830) ~$1.4B MC
This appears to be a functional monopoly in CPO for inspection.
But markets might have conflated that with Material/Failure Analysis with…↗
Apr 29
Serenity — Fun fact, $SIVE just crossed the $1B MC threshold.
So a select few US institutions are able to buy it now (fund mandates)
However, the vast vast majority still can’t until they g…↗
Apr 29
Wayne Liang — Tomorrow is probably the most important earnings day of the year so far...
$META, $GOOGL, $MSFT, and $AMZN all report after market closes. $AAPL follows Thursday.
Pay attention t…↗
Apr 28
Serenity — @KaneCapz I mean $SIVE is a stock I don't plan on selling.
Photonics TAM is absolutely massive for AI, robotics, consumer hardware (eg. $AAPL), Space...
And Sivers happens to be…↗
Apr 28
Michael | Hypermarkets — 20 stocks to LOAD when SPY crashes 10%-20% in May. These will be all on sale (wait for buy zones):
$ASTS — $75
Buy Zone: $50–60
Why: Prior breakout level + strong demand zone, ins…↗
Apr 28
Serenity — @kapitonov_ivan So $SIVE doesn't handle capacity scaling, Win Semi does volume ramp.
Win is massive. $AVGO, $LITE, $QCOM, Mediatek, $MTSI, $NXPI, all use them.
They're in $AAPL,…↗
Apr 28
Serenity — I'm happy Japanese communities started positions in $SIVE after doing research!
A stronger international shareholder base is always positive.
As for some thoughts, my read on the…↗
Apr 27
Black Panther Capital — This is the week the AI trade either gets extended or gets questioned.
$GOOG, $AMZN, $META, $MSFT all report Wednesday night.
$AAPL Thursday.
Five companies. One week. Combined…↗
Apr 27
Serenity — Nope, $SIVE thesis is fully in-tact and I still think it's undervalued.
Lot of it was based on $JBL 1.6T bridging the gap into CPO ramp.
But having $AMD CPO go with $GFS de-ris…↗
Apr 27
Serenity — @FlachtFunds Oh $SIVE is definitely fine, since they're vastly diversified.
They likely basically serve everyone:
-> $AAPL Silicon Photonics
-> $JBL (probably largest)
-> $AMD C…↗
Apr 27
Serenity — @ponzy_picasso I value $SIVE $2B+ today, and think they can hit $10B+ next year... and more in 2028.
Their likely existing users before volume ramp:
- $AMD CPO | $GFS
- $MRVL CPO…↗
Apr 27
Serenity — It's pretty clear by now that $SIVE is the likely holy grail silicon photonics supplier for $AAPL...
Markets just don't know about it (this is called Alpha).
If you're curious h…↗
Apr 27
Serenity — @piyush1337 Yeah $SIVE is like a mini $LITE.
$AAPL Watch if/when it gets released is likely going to massive for Sivers revenue given they do ~50M units/year.↗
Apr 27
tae kim — Holy crap. OpenAI AI agent WeChat-like phone is coming. Game on Apple. Tim Cook has great timing $AAPL https://t.co/IUz1pZ7mfa↗
Apr 27
InvestmentGuru — BIG TECH EARNINGS PREVIEW
The most important week on Wall Street
$GOOG | Rev: $107B | EPS: $2.67
→ Google Cloud spotlight — 50%+ growth expected post $32B Wiz acquisition
→ Key qu…↗
Apr 26
InvestmentGuru — Earnings season is heating up — week of April 27th is loaded.
$META $AMZN $MSFT $AAPL $GOOGL all reporting this week. The big 5 in one week — markets will move on every print.
$M…↗
Apr 26
InvestmentGuru — @ambuj123 $AAPL is the only company that built a CPU architecture deployed across 2.2 billion devices, now extending that same silicon into private cloud servers, while simultaneou…↗
Apr 26
Serenity — Agreed, and glad DNB, one of Europe's leading banks, went out to defend $SIVE valuations alongside me.
I still think $SIVE can reach $10B MC in 1 year time as their laser growth s…↗
Serenity — @yuntungshieh I was long $RKLB in the 10's, because of their reusable rocket success rate. Despite banks/analysts claiming it would crash.
I was long $HOOD in the 10's because of…↗
Apr 25
InvestmentGuru — Longs always win.
Here’s why time destroys shorts:
- Time Is A Short Seller’s Enemy
Every day a short is open → borrowing fees tick up
Options decay against them
The market can s…↗
Apr 25
The Future Investors — Get ready for next week! The biggest week of earnings season. 🚀
All major Big Tech companies report, with 4 of the 5 on Wednesday: $MSFT, $GOOGL, $AMZN, and $META, followed by $A…↗
Apr 24
Serenity — Did you listen anon?
The fact that $SIVE is up 600%+.
But still can 10x from here in a year... once ~ $AAPL, $JBL, and $MRVL require mass production of their lasers in 2027.
Is…↗
Apr 24
Serenity — @fredrikmob49943 Hi Swedish local. If it's not $AAPL:
Please name me another US Fortune 100 company (not Samsung by elimination) shipping 50M+ units yearly...
That fits $SIVE R&a…↗
Apr 24
Serenity — @sharion73 @veggiepoultry @StormDirac $AAPL won't confirm BOM and upstream vendors in their supply chain. But almost 100% sure, maybe 99%.
Maybe you can name another consumer har…↗
Apr 24
Serenity — @veggiepoultry @StormDirac Rockley went down, which is likely the reason why $SIVE became the $AAPL supplier.↗
Apr 24
Serenity — @Embezzl3r Yeah makes sense about seeing their reactions to $AAPL as their hinted hyperscaler customer for volume ramp.↗
Apr 24
Serenity — @StormDirac Yeah, normally if a company in the US has $AAPL as a likely hyperscaler customer... Everyone would be cheering.
Yet most of the comments in a certain place were negat…↗
Apr 24
Serenity — I'm amused by Swedish culture at this point.
That their retail/journalists are crying every day when someone posts a supply chain mapping of $SIVE lasers to:
-> $MRVL CPO
-> $AMD…↗
Apr 24
Serenity — @Matrix_B0SS $AAPL high certainty uses them too for next-gen apple watches, so that's 7/7.↗
Apr 23
Serenity — @centraly22 I wouldn’t have high conviction long on a $850m MC photonics company if they weren’t likely volume ramping to $AAPL, $MRVL, $JBL, Ayar, and others in a years time.↗
Apr 23
Serenity — @Photonix1337 That’s underselling TAM expansion with Samsung, Huawei, Google, and others all copying $AAPL.
Alongside the same technology for other product lines Apple offers.↗
Apr 23
Serenity — @xm_build I had September 2027 or H1 2028 as my estimates. Graph provided by $SIVE might hint at earlier ramp than expected.
I personally wouldn’t go long on a company if I had to…↗
Apr 23
Serenity — The secret is that $AAPL 🍎 is using $SIVE InP laser arrays for mass production of consumer hardware (high confidence).
Launch date around late H2 2027 from estimates and the grap…↗
Apr 23
Serenity — @ashmyro I'm already aware $SIVE is the next likely $AAPL supplier, which is huge.
I've been focusing on their DFB lasers going to AI datacenters the most personally, since that'…↗
Apr 23
unusual_whales — Tim Cook will transition to chair.
To get $AAPL updates, check Unusual Whales.
See more: https://t.co/ZqupDAkiiR↗
Apr 21
Jerry Capital — I've been psychologically short $AAPL for 14 years, but I think imma end up being right.↗
unusual_whales — BREAKING: John Ternus is succeeding Tim Cook as CEO of Apple, $AAPL, with Cook assuming the role of executive chairman on September 1, per CNBC↗
Apr 20
The Future Investors — $AAPL 𝗕𝗥𝗘𝗔𝗞𝗜𝗡𝗚 🚨 Apple names John Ternus as new CEO, replacing Tim Cook, who will become executive chairman on Sept. 1.
Cook stays on through summer to ensure a smooth tr…↗
Apr 19
Black Panther Capital — HOW I WILL PLAY THE NEXT MONTHS AND WHAT I EXPECT:
I want to touch on 5 important things:
1. First, I’m sad to see the lunch of $ASTS fail. I sold a while ago. “$Execution delays…↗
Apr 14
InvestmentGuru — Tim Cook of Apple, $AAPL, has bought more than a $1 million in Nike, $NKE, stock
$NKE↗
Apr 14
AlmaCap — $ASTS down 11% today, the world is ending?
Lets look at the moat:
Technology lead: 3,800 patents covering space-based cellular architecture nobody else has cracked. BlueBird ar…↗
Apr 14
unusual_whales — JUST IN: Tim Cook of Apple, $AAPL, has bought more than a $1 million in Nike, $NKE, stock https://t.co/VeYkh0XPXX↗
Apr 14
InvestmentGuru — BREAKING: $AMZN Nears $9B Acquisition of $GSAT
The space race just escalated — and this is no longer theoretical.
This is Bezos vs Musk going head-to-head in LEO internet 🛰️
Wh…↗
Apr 14
Mike Investing — If you bought the most hated MAG7 name every year since 2022 you’d be up +300%, vs the S&P 500 being up +50% over the same period…
2022: $META at $89 -> +640%
2023: $AAPL at $130…↗
Apr 8
Nancy Pelosi Stock Tracker ♟ — New: Pelosi really might be her
Yesterday, Anthropic partnered with 10 companies they trust to help roll out the most powerful AI model ever built
She owns 7 of them
Amazon $AMZ…↗
Apr 7
Dustin — $AIXI $AAPL
1. Infringement: The court has to officially confirm that Apple’s Siri actually broke the rules of those patents (though things look very good for AIXI here).
2. Th…↗
Apr 7
Serenity — What a sleeper OP pick.
Still almost nobody talks about Win Semi ($3105.TWO)…
From $LITE to $SIVE. And $AAPL to $AVGO to SpaceX.
Feels like everyone uses them?
$5.4B price ta…↗
Apr 7
Evergreen Capital — Very thoughtful analysis on $AAPL and the potential changes to its strategic position.↗
Apr 7
Jason Luongo — You could buy 100 shares of $AAPL right now for $25,700.
Or you could buy the $250 call LEAP expiring January 2028 for $5,400. Leveraged exposure to 100 shares at 79% less capital…↗
Apr 4
The Future Investors — Apple vs Microsoft vs Google… the ecosystem battle ⚔️
Each is building its own world:
Cloud ☁️
Mail ✉️
Calendar 📅
Notes 📝
Reminders 🔔
Office 💼
AI 🤖
The deeper you go… the ha…↗
Apr 1
The Future Investors — $AAPL Apple turns 50 today 🎉
🖥️ From Apple I to the Mac 💻
🎶 From iPod to AirPods 🎧
The iPhone that changed everything 📱
What’s next? 🚀
@Apple @tim_cook https://t.co/rFmuC…↗
— I am long Win Semi (3105.TWO) at $4.1B MC.
I believe markets are sleeping on of the most important foundries in the world (aside from $TSM).
IMO their strategic positioning excee…
Mike Investing — Every Magnificent 7 stock has officially seen double digit downside…
Here is how far these names are from their 52 Week highs:
$MSFT -34%
$AMZN -20%
$META -30%
$TSLA -25%
$NVDA…↗
Mar 22
Serenity — JPM is projecting 0 rate cuts in 2026 (Mar 19th).
Derivatives show~37% 0 rate cuts.
Here's the traditional winners and losers:
1. Banks / Stablecoins: $CRCL, $JPM, $BAC, $WFC…↗
Mar 20
JC Investing — The CAGR of some major companies since IPO 👇🏻
• Palantir $PLTR (2020): ~65%
• Tesla $TSLA (2010): ~42%
• Amazon $AMZN (1997): ~28%
• Nvidia $NVDA (1999): ~25%
• Meta $META (…↗
Mar 18
Nancy Pelosi Stock Tracker ♟ — Two years ago, @QuiverQuant launched the Trump Donor Portfolio on Autopilot
It tracked which companies' employees donated the most to Trump's Campaign & since launch, the thesis w…↗
Mar 18
JC Investing — I really should’ve bought $AAPL stock in 2011 instead of my iPhone 4s
My $849 would be $22,000 https://t.co/7QdqcbC81h↗
Mar 16
mon — 🚨: $AAPL today unveiled AirPods Max 2, with key upgrades including the H2 chip, increased active noise cancellation, improved sound quality and Live Translation, powered by Apple…↗
Mar 10
JC Investing — @jrouldz @grok how long has Dr J Rould owned $AAPL for that gain↗
Mar 7
Mike Investing — THE ROBOTICS STACK EXPLAINED:
1. $NVDA & $QCOM provide the vision processors, & compute silicon to allow robots to process data, & make real time decisions.
2. $GOOGL, $MSFT & $…↗
Mar 7
JC Investing — @signulll Kinda makes me bullish on $AAPL↗
Mar 4
The Future Investors — $AAPL Apple introduced the MacBook Neo, a new $599 budget laptop powered by the A18 Pro chip 💻
Built for students and budget buyers, it will compete with Chromebooks and lower-en…↗
Mike Investing — All 7 members of the MAG7 are seeing major drawdown thus far in 2026:
$MSFT -17%
$AMZN -14%
$TSLA -7%
$AAPL -6%
$META -3%
$GOOGL -2.3%
$NVDA -2%
The bottom for $MAGS will happen…↗
Mike Investing — When you invest $1,000 into the S&P 500, here’s what you truly buying fully broken down…
~ $72 into $NVDA (Nvidia)
~ $64 into $AAPL (Apple)
~ $63 into $GOOGL (Google)
~ $49 into $…↗
Feb 7
Raging Capital Ventures — Excited to share this interview with successful serial entrepreneur, Sumit Agarwal. Sumit discusses the latest AI developments with a focus on OpenAI, $GOOG, $AAPL and Cloudflare.…↗
Brian Feroldi — If you bought $AAPL 5 years after the iPhone launch, you made a ton of money.
If you bought $AMZN 5 years after the AWS launch, you made a ton of money.
If you bought $NFLX 5 yea…↗
— Hear me out…
Currently these 7 setups present generational wealth making opportunities:
Buying $IREN now is like $NVDA at $70.
Buying $ONDS now is like $MSFT at $120.
Buying $AST…
JC Investing — @InvestJourneyX This is true but I remember when $AAPL became the worlds first $1T company, and it seem impossible anything could get much larger than that then↗
Jan 26
JC Investing — @loveleesfinance Portfolio B all day long would much rather $BTC instead of $AAPL though↗
Jan 26
JC Investing — @Mr_Derivatives $AAPL is a dying company wouldn’t touch the thing↗
Jan 26
Nancy Pelosi Stock Tracker ♟ — BREAKING: Nancy Pelosi just filed ~$69M worth of new stock trades
Including selling $50M of Apple $AAPL
Major sells include:
- Sold $50M shares of Apple $AAPL
- Sold $5M shares o…↗
Jan 25
Mike Investing — The earnings & macroeconomic lineup for this week is INSANE…
This week we have $TSLA, $META, $MSFT, $AAPL, $UNH, $ASML, & $SOFI all reporting earnings.
On the macroeconom…↗
Jan 24
The Future Investors — Get ready for next week!
It’s going to be absolutely wild, loaded with earnings reports 📊🔥
Wednesday: $ASML, $MSFT, $TSLA, $META, $NOW
Thursday: $MA, $AAPL, $V
Friday: $SOFI
An…↗
Jan 23
The Future Investors — Next week, 4 of the Magnificent 7 report Q4 earnings; $TSLA $MSFT $META and $AAPL
Here is the first look at all Mag 7 earnings estimates 📊👇 https://t.co/vDTVLGpKlr↗
Jan 21
Lawrence McDonald — Drawdowns
Oracle $ORCL -50%
Netflix $NFLX -39%
Facebook $META -24%
Palentir $PLTR -22%
Broadcom $AVGO -21%
Microsoft $MSFT -20%
Apple $AAPL -15%
Nvidia $NVDA -15%
Google $GOOGL -4…↗
Jan 20
The Future Investors — Here are the 40 quality business with the most free cash flow 💰💎 (without stock-based compensation)
🍏 1. $AAPL | Apple - $85.9B
🤖 2. $NVDA | Nvidia - $71.3B
💻 3. $MSFT | Mic…↗
Jan 13
The Future Investors — $AAPL Apple announced Apple Creator Studio, a new $12.99/month subscription bundling pro creative apps like: Final Cut Pro, Logic Pro, Pixelmator Pro, Motion, and more, with new AI…↗
Jan 13
Brian Feroldi — How to read a stock ($AAPL) https://t.co/WhQ1E3XvjX↗
Jan 12
The Future Investors — $AAPL $GOOGL Apple will use Google’s Gemini to power a major AI upgrade to Siri later this year ✨
Apple’s biggest step into generative AI so far 🤖 https://t.co/WjbdguUN0P↗
Jan 10
Ray Wang — $QCOM management maintains its prior outlook that its modem share in $AAPL iPhone 18 will be ~20%, declining to 0% in iPhone 19.
adios 😂↗
Jan 8
The Future Investors — $GOOGL $AAPL Alphabet overtook Apple’s market cap for the first time, becoming the world’s second-largest company after Nvidia 📈 🚀
Are you team Alphabet or team Apple? 🔍 vs 📱…↗
Jan 6
The Future Investors — Who Leads Each Continent? 🌎
The Biggest Companies by Marketcap 👇
𝗡𝗼𝗿𝘁𝗵 𝗔𝗺𝗲𝗿𝗶𝗰𝗮
🇺🇸 1. $NVDA | Nvidia - $4.58T
🇺🇸 2. $AAPL | Apple - $3.90T
🇺🇸 3. $GOOGL | Alphab…↗
— The 4 largest companies in the world by market cap 🌍
Who’s your top pick for 2026? ✨
Choose your fighter!🥊🚀
$NVDA $MSFT $GOOGL $AAPL https://t.co/w0Uue5rf06
— 2) Samsung will get benefited by $AAPL DRAM demand in 2026 with increase use of DRAM in next-gen iPhone.
"Apple is expected to significantly increase its mobile DRAM orders next…
The Future Investors — Get ready for the mother of all weeks 🔥
Next week all Big Tech are reporting: $META, $GOOGL, $MSFT, $AMZN and $AAPL 💥
Plus: $BKNG, $V, $ADYEN, $FSLR, $NOW, $TMDX, $MELI, $LLY a…↗
Oct 20
Lawrence McDonald — APPLE SHARES RISE 3.1% TO HIT FIRST RECORD SINCE DECEMBER
*$AAPL equity unchanged since December with hard assets up 50-90%, yea.↗
Oct 20
Ray Wang — $AAPL iPhone 17 series outsold the iPhone 16 range by 14% over their respective first 10 days on sale in the US and China.
The data, giving the first quantified indication of con…↗
Oct 15
Lawrence McDonald — 2025
Uranium + Metals $URA +117%
Nuclear (Power) $NUKZ +78%
Copper $COPX +66%
Uranium $URNM +64%
Vs.
Nasdaq 100 $QQQ +18%
Mag7 $MAGS +17%
Tesla $TSLA +8%
Apple $AAPL -1%
Amazo…↗
Oct 13
Lawrence McDonald — Got Hard Assets?
SILVER SURGES TO ALL-TIME HIGH ABOVE $52.50 AN OUNCE - Bloomberg.
2025
Silver $SLV +73%
Nvidia $NVDA +36%
Semis $SOXX +27%
Bitcoin $IBIT +24%
Mag7 $MAGS +15%
Te…↗
Ray Wang — $AAPL iPhone 17 series has achieved both strong sales and positive market reception, reportedly prompting additional order requests that have energized the Taiwanese supply chain.…↗
Oct 12
Ray Wang — MediaTek has reportedly secured design wins for $AAPL upcoming Beats headphones and previously reported for the Apple Watch S11.
"MediaTek is previously reportedly joining $AAPL s…↗
Oct 10
Carolyn Boroden — $AAPL daily also failed at extensions...we are watching next support for possible triggers...no trigger no trade!! https://t.co/gCaEAVuZ6m↗
Oct 6
Ray Wang — Update on $TSM advanced node roadmap in Taiwan and Arizona—state-of-the-art process node (N2, A16, and A14) will be established in Taichung, Kaoshiung, and Arizona. $NVDA $AMD $AA…↗
Oct 5
Ray Wang — 1) Taiwan’s leading $NVDA AI server manufacturer and key $AAPL assembler Hon Hai (Foxconn) reported September revenue of NT$837.1 billion, up 38.0% MoM and 14.2% YoY, marking a new…↗
Oct 4
Lawrence McDonald — 2025
Copper Miners $COPX +63%
Apple $AAPL +3%
Amazon $AMZN +0%
The US power grid is 30 years old in some areas, 50 in others. To support AI data centers, EVs, and robotics (100M…↗
Oct 1
Nancy Pelosi Stock Tracker ♟ — Just in: Rep. Cleo Fields went on a buying spree
He disclosed up to $1.7M worth of stocks he bought throughout September.
Including $AMZN, $AAPL, $QCOM, $GOOG, & more
Most notab…↗
Ray Wang — Super interesting article on $AAPL. Sadly I can only read it with Google translation.
One question tho, anyone know if $GOOGL integrate Gemini in their translation? If not, I h…↗
Sep 24
Lawrence McDonald — Alibaba $BABA vs Apple $AAPL
2025: +102% vs +1%
2-Years: +95% vs. +46%
3-Years +125% vs. +71%
*Alibaba ADRs soar over 9% in US premarket trading after the company said it will sp…↗
Sep 23
Carolyn Boroden — In the bigger picture we do have higher targets in $AAPL but right now we are at some extensions where moves tend to terminate and we have a cluster of time cycles between 9/22-26…↗
Sep 22
Ray Wang — OpenAI has also been in talks with $AAPL AirPods, HomePods, and Apple Watch assembler Goertek (https://t.co/ntEVvSXFJe), with the aim of sourcing speaker modules and other componen…↗
Sep 10
Lawrence McDonald — Since July 2024
Gold $GLD +50%
Platinum $PLTM +37%
Silver $SLV +32%
Palladium $PALL +19%
Apple $AAPL +0%
*We haven't seen anything like this since the 1980s.↗
Sep 9
Leveraged Cat — A team at $AAPL should be working 24x7 to integrate $AMPX batteries into their phones
The iPhone 17 air is going to be a flop because no one wants a phone that dies on them halfwa…↗
Sep 8
Lawrence McDonald — @DowdEdward Luca Maestri, the greatest bond seller that's ever lived. $AAPL https://t.co/rc5zKH5agH↗
Sep 6
Lawrence McDonald — Hard Assets - Financial Assets (paper certificates)
$AEM vs. $AAPL
YTD: +95% vs. -4%
2-Year: +236% vs. +32%
3-Year: +299% vs. +57%
4-Year: +187% vs. +58%
5-Year +119% vs. +103%…↗