Apple. Every tracked FinTwit mention of $AAPL, newest first. 998 mentions since the first on Aug 11, 2025. See the price chart.
July 2026 · 128 mentions
Jul 17
Alphatica — DARK POOL SCANNER | July 17, 2026 · Weekly OPEX
+$15.96B net buy. Largest dark pool buy of the series. All eight top names net positive. $MU +$5.0B. Tuesday: -$15.7B. Today: +$5.0…↗
Jul 17
Alphatica — JUST IN:
Three legal developments across big tech today that matter for your portfolio.
Apple is in early settlement talks with the DOJ over antitrust allegations. Settlement mea…↗
Jul 17
unusual_whales — Apple, $AAPL, has overtaken Nvidia, $NVDA, as the most valuable company in the world. https://t.co/By208I3xgk↗
Jul 17
Nancy Pelosi Stock Tracker ♟ — Breaking: Rep. Dan Crenshaw is back on the trading desk
He just bought a 3x oil ETF $USOU
Along with selling $AMZN, $AAPL, $META, & $GOOGL https://t.co/R8Q4wi7orn↗
Jul 17
Alphatica — ✅ $AAPL dethrones $NVDA as the world's most valuable company in the world. We gave this channel the heads up in early June.↗
Jul 17
Shay Boloor — $AAPL OVERTAKES $NVDA TO BECOME WORLD'S MOST VALUABLE COMPANY https://t.co/xxdGIRzT17↗
Jul 17
InvestmentGuru — $AAPL holding well in this market https://t.co/GnHb5pWH0I↗
Alphatica — DARK POOL SCANNER | July 16, 2026
-$4.76B net sell. Both tapes agree sell on seven names. $MU -$1.31B. $IWM -$615M. $SPY -$587M. $QQQ -$580M. $GOOGL -$545M. $NVDA -$521M. $TSM -$3…↗
Jul 16
Alphatica — -$3.97B. $QQQ -$1.04B zero lit buys. $SPY -$948M zero lit buys. $NVDA -$762M. $MU -$476M. $RIVN -$265M single print. $AAPL +$180M. The only buyer. Q3 week three.
$1.18B in buy blo…↗
Jul 16
Shay Boloor — @VanquishTrader Wild that $AAPL is spitting distance from passing $NVDA as the worlds most valuable company↗
Jul 16
Alphatica — $MU trades at 5.9x forward earnings with EPS revised up 64% in 90 days. $AAPL trades at 33x with EPS revised up 4%.
The market is paying 6x more per dollar of earnings for a comp…↗
Jul 16
Nancy Pelosi Stock Tracker ♟ — Breaking: President Trump promoted more than 20 companies on his Truth Social account days after buying stock in those firms, per CNN
Here's the list:
US Steel $X
Tesla $TSLA
GE A…↗
Jul 16
Tradable Astronaut — Best long today: AAPL
PINNED regime. $1.4B charm DAMPENING near spot.
Charm anchor at $310 below spot: upward pin pressure built in.
Magnet: $330
Ceiling: $335
Spot at $331: righ…↗
Jul 16
Tradable Astronaut — SPY pinned between two walls.
INFLECTION. Cascade at $750: 0.5% below spot. GEX pin at $760 with $2.2B overhead.
Charm DAMPENING. Full chain POSITIVE.
Nothing breaks clean from…↗
PhotonBull — Even though China would not have enough memory chips to supply even their own country, the headlines of $AAPL looking to buy Chinese memory tanked memory stocks a month ago
This h…↗
Jul 16
InvestmentGuru — Best to concentrate on this stocks in this market.
$META
$GOOG
$AMZN
$AAPL
$MSFT
$ORCL
$PLTR
$NVDA↗
Jul 16
Midas — Here's what he bought in the last year from @asymmetrix_xyz, which tracks insiders like Trump:
$NOK
$PLTR
$AAPL
$MP
$ORCL
$HOOD
$IBM
$INTC
$DELL
$NOW
$MU
$ONDS
Follow me for mor…↗
Jul 16
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Momentum stocks are getting crushed in July. Goldman Sachs’ High-Beta Momentum Index is down 24% month…↗
Alphatica — DARK POOL SCANNER | July 15, 2026
+$1.53B net buy. $MSFT +$1.48B zero sells. $AAPL +$1.02B zero sells. $GOOGL +$685M zero sells. Alert validated. $META +$883M. $QQQ -$1.02B. $SPY…↗
Jul 15
Alphatica — +$17.95B. $AAPL +$12.08B. $2.2M sells. $NVDA +$11.23B. $MSFT +$5.65B. $AMZN +$4.45B. Four names near-zero sells. $MU -$15.70B. The consistent buyer for two weeks just got unwound.…↗
Michael Sikand 🦑 — The market is dumping AI infra.
But I'm not afraid, especially when the President is pushing AI this hard and $AAPL is desperately seeking an AI semi acquisition.
Trump's Truth S…↗
Jul 15
unusual_whales — JUST IN: Apple's, $AAPL, in-house M2 Ultra chips have fallen short for advanced AI workloads, forcing the company to rely on Nvidia, according to The Information.↗
Alphatica — But $AAPL is about to make a 52-week high. Seasonality at work for $AAPL↗
Jul 15
Ben Pouladian — Don’t sleep on the team in Cupertino 😅
They do great work, you spend 8-10 hours a day on your iPhone
Go $AAPL https://t.co/qFAT9nbbTD↗
Jul 15
Serenity — @SVTrivo No leaks yet on what companies $AAPL is buying.
Regardless, my guess is that they're trying to become more self-reliant after what happened with $GOOGL + $META and OpenA…↗
Jul 15
Nick Colas & Jessica Rabe (DataTrek) — 2/2 ...Once sure-thing AI plays have languished ( $NVDA -10.2%, $GOOG -10.0%) and AI laggards have caught a bid ( $META +6.9%, $AAPL +5.6%). The old saying that goes “never short a…↗
Jul 15
Serenity — @shopaholicdivas Maybe something like Sambanova or other inference companies is my guess.
$AAPL is sitting on an absolute warchest right now.↗
Jul 15
Serenity — $AAPL looks to acquire AI chip companies for running AI (Source: The Information)
Right now, $MSFT, $META, Amazon, Google are carrying AI capex spend.
But what if Apple joined th…↗
Jul 15
Shay Boloor — @VanquishTrader About time $AAPL got involved in the AI race 🤣↗
Jul 15
PhotonBull — Huge rotation into Mag7 stocks going on right now
$META $AAPL $AMZN $MSFT $GOOGL↗
Jul 15
CK Capital — Money is pouring into Mag7 companies.
$META up 3%
$AAPL up 3%
$AMZN up 3%
$MSFT up 3%
$GOOG up 2.6%
Ai growth stocks are getting killed again as capital rotates m.↗
Jul 15
Shay Boloor — $AAPL is reportedly exploring AI chip acquisitions as its M2 Ultra servers struggle with more advanced workloads.
Apple is leaning on $NVDA chips through $GOOGL Cloud while its ne…↗
Jul 15
Alphatica — @AmodaeSucitat There is something more going on between the mega caps and the memory stocks We will have more on this today. $MU $AAPL↗
Jul 15
InvestmentGuru — The Magnificent 7 remain my favorite trading opportunities in this environment due to their strong technical setups and institutional support
$AAPL
$AMZN
$META↗
Jul 15
Shay Boloor — $AAPL on-device AI has reportedly received approval for iPhones in China.
$BABA says Qwen will power Apple Intelligence across iOS, iPadOS, macOS and visionOS for Chinese users. h…↗
Jul 15
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. June U.S. inflation came in much cooler than expected. Headline CPI was 3.5% YoY vs 3.8% expected, wh…↗
Jul 14
Alphatica — +$5.0B. Cool CPI day. $QQQ +$1.90B. $NVDA +$1.12B. Back to buying. $MU +$902M. $IWM -$1.11B. Small caps sold at scale. The mega-caps rallied. The small caps didn't. Q3 week three.…↗
Jul 14
Shay Boloor — $AAPL is evaluating PrismML technology that can compress powerful AI models enough to run directly on an iPhone.
The breakthrough could make on-device AI faster, more private and…↗
Jul 14
unusual_whales — Apple, $AAPL, has received a rare bearish rating as KeyBanc downgraded the stock to underweight, citing concerns over both demand and valuation↗
Jul 14
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Trump says the U.S. is reinstating the blockade and will now charge a 20% fee on all cargo passing thr…↗
Jul 13
Tradable Astronaut — $AAPL with what is typically a bearish candle 9 out of 10 times
Couldn’t hold above $320, will be an interesting next few days https://t.co/GKtyiZR8Ig↗
Jul 13
Alphatica — -$7.17B. The lit tape de-risked ahead of CPI. $META -$1.36B. Profit taken. $AAPL -$819M. $NVDA -$816M. Last week's winners sold. $MU +$1.99B. The only consistent buyer. Q3 week thr…↗
Jul 13
Tradable Astronaut — SHORT: $SPY
Volatile regime. Amplifying charm. Negative full chain.
Cascade at $750 is right at spot. Front week bias: short.
Ceiling at $760. Charm is not dampening moves.
Struct…↗
Jul 13
Tradable Astronaut — LONG: $AAPL
Pinned regime. Dampening charm. Positive full chain.
Pin and ceiling locked at $320 with $438M in dealer positioning.
Magnet at $310 below. Front week bias: long.
Stru…↗
Jul 13
Shay Boloor — $AAPL JUST HIT A NEW ALL-TIME HIGH https://t.co/16kIZu8l7t↗
Jul 13
InvestmentGuru — Better trading setup in this market
$META
$MSFT
$NVDA
$AMZN
$ORCL
$AAPL
$GOOG
$AMZN
$AVGO
$TSLA↗
Jul 13
Serenity — Just a semi recap TLDR:
- $GLW glass bridge per Morgan Stanley has potential, but hard to displace FAU (like FOCI) in short term
- $SPCX Starlink Gen 3 is scaling to 100,000 unit…↗
Jul 12
mon — Here are a basket of stocks to consider:
1. These are the high-risk, high-reward stocks I believe in for the long term:
$HIMS - Consumer healthcare platform.
$IREN - AI data cent…↗
Jul 12
Alphatica — WEEKLY DARK POOL RECAP | Week 17 | Q3 Week Two
Our classification algorithm called 13/17 correct. 76.5%. Top 10 by conviction: 10/10. $24.2B net buy. The dark pool bought the wors…↗
Jul 12
Trade Whisperer — $AAPL is completely losing its negotiating leverage in the semiconductor industry and that's a good news.
Just like Apple lost its pricing power with the Memory Trio on $MU $SKHY…↗
Jul 11
Dillon Valdez — Apple hasn’t had a legit competitor for years, especially in the US
Seems like this lawsuit is more of the same from Apple
Legislation to protect position
$AAPL↗
Jul 11
Michael | Hypermarkets — $DRAM — the first-ever memory ETF.
Everyone spent this whole AI run fighting over which stock to own $NVDA, $MU, $SNDK, $AVGO, $AMD, $AAPL, $META, $MSFT, $GOOG, $TSLA.
Here's wha…↗
Jul 11
Michael | Hypermarkets — 1/ $SMH — VanEck Semiconductor
$10K → ~$115K (2016–2026)
27.7% annualized the single best ETF of the decade
The purest AI bet on the board. $NVDA, $AVGO, $TSM sit at top weight.…↗
Jul 11
InvestmentGuru — Congrats if you added here
$PLTR from $107 to $126 now
$MSFT From $352 to $385 now
$AAPL from $275 to $315 now
$META From $542 to $669 now biggest winner so far↗
Jul 11
InvestmentGuru — The Magnificent Seven: $22 Trillion, $700 Billion, and a Reversal Nobody Priced In
$AAPL , $MSFT , $NVDA , $GOOG , $AMZN , $META , $TSLA — seven names now worth more than the GDP…↗
Jul 11
Shay Boloor — $AAPL reportedly secured an exemption from proposed 100% semiconductor tariffs after committing hundreds of billions to additional U.S. investment.
Apple is also expected to manuf…↗
Jul 11
Serenity — @SpongeQuant He wouldn't have build a $1T company without pulling off all those moves.
- Gets funding from Elon -> Pisses off $TSLA going independent
- Gets funding from $MSFT ->…↗
Jul 11
Serenity — Contrarian take, but Sam Altman / OpenAI is doing something right if he's pissing off every Mag7 like $AAPL.
By building their own ecosystem instead of being sucked into another.…↗
Jul 11
Jukan @COMPUTEX — WSJ: Apple secured an exemption from semiconductor tariffs in exchange for committing to use Intel’s fabs.
WSJ: Apple will manufacture not only Mac chips but also iPhone chips at…↗
Jul 11
Alphatica — Dark pool alert. After hours.
17:44:03 AAPL BUY $500, 000, 086 NASDAQ Car
17:41:45 SPY BUY $365, 975, 602 NASDAQ Car
17:41:45 MU BUY $241,467, 960 NASDAQ Car
$AAPL BUY…↗
Jul 10
InvestmentGuru — $AAPL vs OpenAI
APPLE SUES OPENAI IN FEDERAL COURT FOR THEFT OF TRADE SECRETS↗
Jul 10
Dillon Valdez — Bearish for $AAPL
OpenAI is about to compete with Apple whether they like it or not.↗
Jul 10
Alphatica — +$14.98B. Third consecutive session above +$13B. $NVDA +$3.99B. $6.5M sells. The $326M alert validated. $AMZN -$854M. $19.6M buys. Near zero. The tape picked winners and losers. Q3…↗
Jul 10
unusual_whales — BREAKING: Apple, $AAPL, has filed a lawsuit against OpenAI, alleging misappropriation of trade secrets.↗
Jul 10
PhotonBull — "APPLE SUES OPENAI ALLEGING MISAPPROPRIATION OF TRADE SECRETS, COURT RECORDS SHOW"
Seems like OpenAI does not have many friends in the tech sector😂
Troubles with $AAPL after a r…↗
Alphatica — DARK POOL SCANNER | July 9, 2026
+$983M net buy. $META +$491M zero sells. $SPY +$471M third session. $SOXX +$314M alert validated. $AAPL +$297M. $MU -$1.19B. Tapes disagree. Lit:…↗
Jul 9
Alphatica — +$18.44B. Largest net buy of the series. $SPY +$3.66B. $AAPL +$2.78B near-zero sells. $META +$1.43B. $MU +$1.74B. Eight buyers. Zero sellers. The institutions bought everything. Q3…↗
Jul 9
Alphatica — We flagged $AAPL June 11. The stock is moving towards the $320 level a little earlier than we anticipated.
$SPY↗
Tradable Astronaut — AAPL long: LEAN PIN
Spot: $314.50
Pin: $320 with $327M dealer wall
Charm anchor: $320 above spot
Gamma flip: $293 (below)
DAMPENING: keeps the bid
$310 magnet is the floor on any…↗
Jul 9
Shay Boloor — $AAPL has reportedly held talks with PrismML as it pushes more AI processing on-device.
PrismML claims it compressed $BABA 27B-parameter Qwen model from roughly 54GB to under 4GB…↗
Jul 9
Alphatica — Broadcom and Apple just put a number on the partnership. Over $30 billion. AVGO +4.8%.
Two weeks ago we covered the initial announcement that Broadcom and Apple extended their col…↗
Jul 9
InvestmentGuru — $AVGO — Why the Apple deal is re-rating the stock
Broadcom’s rally isn’t random. Two things landed at once:
🔹 ASIC deal extended — Broadcom keeps building custom silicon for Appl…↗
Jul 8
Midas — Buy what Trump is buying and you will make generational wealth.
Here's what he bought in the last year:
$NOK
$PLTR
$AAPL
$MP
$ORCL
$HOOD
$IBM
$INTC
$DELL
$NOW
$MU
$ONDS↗
Jul 8
Tradable Astronaut — SHORT: $TSLA
VOLATILE regime. AMPLIFYING charm.
Cascade sits at $390. Front week SHORT at $83M.
$390 breaks and dealers accelerate the move lower.
No magnet to catch it below.
$SP…↗
Jul 8
Tradable Astronaut — LONG: $AAPL
$320 is the dominant pin. $355M dealer wall overhead.
DAMPENING charm. FULL CHAIN POSITIVE. Dealers long gamma here.
$310 magnet acting as floor. Hold above $310 and pi…↗
Jul 8
TheValueist — $AVGO $AAPL KEY READ-THROUGHS FROM APPLE’S $30B BROADCOM U.S. CHIP AGREEMENT
Apple’s expanded Broadcom agreement is best interpreted as a strategic supply-allocation, RF connectiv…↗
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & I will be live today at 1PM ET exclusively on the Futurum Equities YouTube channel covering:
• Is the memory trade over for $MU, $S…↗
Jul 8
Shay Boloor — $TSM is one of the cleanest ways to own the AI buildout because $NVDA, $AMD, $AAPL, $AVGO, $QCOM and hyperscaler custom silicon programs all depend on the same leading-edge manufac…↗
Jul 8
Serenity — @Emre07465060084 For this type of mapping with $SIVE, it's a good idea look at their partners and their timelines.
- $JBL confirmed via JPM fireside chat they have a relatively dr…↗
Jul 8
The Future Investors — $AAPL $AVGO Apple will invest over $30B with Broadcom to produce 15+ billion U.S.-made chips, including a $1.5B expansion of Broadcom's Colorado facility to strengthen Apple's dome…↗
Jul 8
Shay Boloor — $AAPL and $AVGO announced a $30B+ multiyear deal for custom silicon and wireless technology used across Apple products.
The deal includes more than 15B U.S.-made chips and a $1.5B…↗
Jul 8
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. U.S. Central Command forces have begun launching powerful strikes against Iranian targets in response…↗
Jul 7
Wayne Liang — Very happy to see Mag 7 start to flip green one by one!
When $AAPL, $GOOGL, $META, $MSFT, and more start to rise, everything downstream tends to follow.
Good sign for the broade…↗
Jul 7
Chris — In $AAPL 315 Calls 🍏 https://t.co/aZpRiyV4Vl↗
Jul 7
InvestmentGuru — Best Trading Setups on My Watchlist
$META
$AAPL
$AMZN
$TSLA
$RDDT
$MSFT
$NOW
$NVDA
$PLTR
$GOOG
These are some of the strongest large-cap setups in the current market. Most contin…↗
Jul 7
Serenity — Be Samsung at $1.24T:
> market: we don’t think you can keep hiking memory prices
> proceeds to hikes dram by 20%
> releases earnings
> most profitable company in the w…↗
Jul 7
Wayne Liang — Samsung reported the highest quarterly operating profit any tech company has ever seen...
Passed both $NVDA and $AAPL.
> 89.4T won operating profit (~$58B), +1810% YoY
> Revenue…↗
Jul 7
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. SpaceX $SPCX will be added to the Nasdaq 100 tomorrow before the market opens, creating forced buying…↗
Jul 6
BMSInvests — $ONDS
👀💎 Probably nothing once again..ah who am I kidding⁉️
Just one of the largest institutional holders of $ONDS (32.68M shares, 5.7%), Larry Hirsch, being the Chairman of t…↗
Jul 6
Alphatica — +$11.79B. $SPY +$4.53B. $AAPL +$2.00B zero sells. Third session. July seasonality confirmed. $MSFT -$503M. Distribution returned. Q3 week two.
$27.93B in buy blocks. $16.14B in se…↗
Jul 6
Michael | Hypermarkets — You do not have to buy all of these stocks! Pick your top 3. These are all the leaders in AI, space, energy and robotics:
$MU (~$977) — HBM memory is AI's core bottleneck; every G…↗
Jul 6
Michael | Hypermarkets — Even with a small account less than $10,000 you can 10x it by 2030 by doing 3 things:
1. buy super strong companies like $MU $NVDA $SPCX $AMZN $AAPL $META $MSFT
2. buy LEAP optio…↗
Jul 6
Shay Boloor — $AVGO and $AAPL are extending their long-standing chip partnership through 2031.
Broadcom will develop and supply custom ASIC silicon for multiple generations of Apple products un…↗
Jul 6
Alphatica — BREAKING NEWS:
Broadcom and Apple just extended their technology partnership through 2031 with new multi-year agreements for custom ASIC silicon across multiple generations of App…↗
Jul 6
unusual_whales — This is interesting timing.
On July 23, 2025, Trump purchased $5 million of Broadcom, $AVGO, Meta. $META, Amazon, $AMZN, Apple, $AAPL, Microsoft, $MSFT, and Nvidia, $NVDA.
Later…↗
Jul 5
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:
• $TSLA 4.5x
• $SPCX 3.8x
• $GOOGL 2.9x
•…↗
Jul 5
Antonio Costa — $AAPL Nice comeback after holding the $273 support level. With the MACD showing bullish momentum, the stock appears poised to retest the June highs. https://t.co/uT83JWkTtJ↗
Jul 4
Alphatica — @team_juicebox @grok Apple’s MacBooks are extremely powerful machines. They are also sitting on so much cash. $AAPL↗
Jul 4
Alphatica — Apple is lobbying the White House to let it buy memory chips from Chinese suppliers.
Read that again in the context of the last three years of supply chain rhetoric.
The same ind…↗
Jul 4
Black Panther Capital — JUNE 2026 PORTFOLIO UPDATE:
Numbers first. Then the breakdown.
MONTHLY PERFORMANCE
> Long-Term Port: -21.33%
> Short-Term Port: -10.78%
YTD PERFORMANCE
> Long-Term Port: +50.07%…↗
Jul 2
Alphatica — -$12.58B. $AAPL +$2.18B zero sells. $MSFT +$2.02B. Second buy. $MU -$4.58B. Second sell. $TSLA -$2.38B near-zero buys. The tape picked winners and losers. Q3 day two.
$19.48B in b…↗
Jul 2
Alphatica — Current movement on $AAPL should be expected. July is a great month for the stock.
$AAPL $SPY $QQQ↗
Jul 2
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & I will be live today at 11AM ET exclusively on the Futurum Equities YouTube channel covering:
• $META building “Meta Compute” to se…↗
PhotonBull — @menhguin For me, it would be $GOOG as a favourite, fundamentally I like $NVDA and $AAPL more than $MSFT and $META but I think they offer a better risk/reward here than NVDA and Ap…↗
Jul 2
Shay Boloor — $AAPL is reportedly planning at least five new iPhone models through H1 2027.
Apple has booked parts for 80M iPhones in H2 2026 and raised its foldable iPhone target to ~10M unit…↗
Jul 2
Michael | Hypermarkets — $NVDA
Not by a huge margin $AAPL and $MSFT are basically tied with it.
All three are the ONLY individual stocks that hit the top disclosed bracket $5M-$25M in filing.
But Nvid…↗
Jul 2
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Meta $META is reportedly developing a cloud business called Meta Compute to sell access to excess A…↗
Jul 1
Alphatica — $MU -$5.27B. Four semis combined -$8.03B. $MSFT +$1.67B flipped to buy. $SPY +$3.86B. $META +$2.63B. The hardware/software split hit the block tape. Q3 day one.
$26.36B in buy blo…↗
Jul 1
unusual_whales — BREAKING: Look at this.
On July 23, 2025, Trump purchased up to $5 million of Broadcom, $AVGO, Meta, $META, Amazon, $AMZN, Apple, $AAPL, Microsoft, $MSFT, & Nvidia, $NVDA.
La…↗
Jul 1
Shay Boloor — $AAPL is reportedly negotiating to buy memory chips from two Chinese semiconductor makers on a Pentagon blacklist.
The move would help Apple reduce pressure from the global memory…↗
Jul 1
Alphatica — INTERNALS | 11:10 AM ET
Q3 day one. Breadth 1.98x. All three exchanges positive. Small caps back. Nasdaq -0.32%. The divergence followed us into the new quarter.
Dow +0.26%. S&P…↗
Jul 1
mon — $IREN -5%, $NBIS -14% & $CRWV -13%.
The market seems to be interpreting today's news that $META +10% plans to offer excess AI compute capacity as bearish, but I actually think it'…↗
Jul 1
Alphatica — UNUSUAL DARK POOL PRINT:
│ 10:28:31 AAPL BUY $ 51,205,438 NYSE │
$51.2M $AAPL buy. NYSE.
$AAPL has been positive every July since 2016. Ten for ten. Average return: +6.4%. Med…↗
Jul 1
BULL OF BRITAIN — Is it just me or has there recently been a random influx of bearish headlines, that are clearly being overly dumped to scare everyone?
Never seen anything like it
> $META new…↗
Jul 1
InvestmentGuru — $PLTR from $107 to $123
$MSFT from $352 to $377
$META from $542 to $608
$AAPL from $275 to $292↗
Jul 1
amit — so Trump's annual financials came out today
he made $635M off his memecoin
then he bought a minimum of $1M of stock in companies like $AMZN $PLTR $MSFT $NVDA and $AAPL
JD Vance…↗
June 2026 · 199 mentions
Jun 30
Alphatica — DARK POOL SCANNER | June 30, 2026
$SPY -$3.27B dark pool. Fourth session in five. $SOXX +$340M. $IWM +$383M. $META +$336M. $GOOGL +$319M. All zero sells. Three alerts validated. L…↗
Jun 30
Mo — July Seasonality.
$SPX
Steady strength builds through the month → brief mid-month pause → historically finishes July near the highs.
$AAPL
Slow start → momentum builds into mid-…↗
Jun 30
SemiAnalysis — $AAPL Hiked its Product Price As Following Generally:
MacBook Neo: $599 → $699
MacBook Air 512GB: $1,099 → $1,299
MacBook Pro 1TB: $1,699 → $1,999
iPad Air 128GB: $599 → $749
iPad…↗
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
Alphatica — @aleabitoreddit NVDA silicon + Windows on ARM is the first credible full-stack answer to Apple Silicon in five years.
But you're right. Microsoft keeps winning the spec sheet and…↗
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…↗
Shay Boloor — $AAPL said “memory costs will drive an increasing impact” on the business beyond the June quarter.
Apple is one of $MU largest customers and $SNDK benefits from the broader NAND p…
March 2026 · 67 mentions
Mar 31
Mo — April seasonality is very clear.
$SPX
Strong grind higher most of the month.
Momentum builds into the back half.
$AAPL
Steady accumulation → strongest late-month.
$MSFT
Consiste…↗
Shay Boloor — Great to be featured in Barron’s discussing my updated thoughts on how quickly $AAPL, $GOOGL & $META can turn smart glasses into a mainstream consumer device.
$TSM matters her…↗
Mar 31
Shay Boloor — $AAPL CEO Tim Cook rang the opening bell at Nasdaq today https://t.co/BibCeqX6Y9
February 2026 · 110 mentions
Feb 28
Martin Shkreli — if i was $AMZN or $AAPL i'd consider making a bid for Anthropic $ANTR - $500B, over the top, straight to shareholders. the BOD has to consider what is in their best interest. if mo…↗
Feb 28
Shay Boloor — @PolymarketMoney The fact that they have more cash than $AAPL, $GOOGL & $MSFT combined is nuts↗
Feb 28
Shay Boloor — Warren Buffett's $BRK.B ended 2025 with ~$373B in cash.
Here’s what that could buy:
• $AMD outright
• All 32 NFL teams + all 30 MLB teams
• More T-bills than the Federal Reserve…↗
Feb 28
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…
Tradable Astronaut — $AAPL looks great heading into next week! https://t.co/0GYH9LVSPq↗
Jan 30
unusual_whales — To follow all Apple, $AAPL, news, subscribe to Unusual Whales.
You can get updates on all their stock and options information.
See more: https://t.co/ZqupDAkiiR↗
Antonio Costa — To think about …. $SPX $SPY $NVDA $AAPL $TSLA
As of December 31, 2025, the Magnificent Seven (Apple, Microsoft, Nvidia, Alphabet, Amazon, Meta, and Tesla) collectively account fo…↗
Dec 30
Shay Boloor — @PolymarketMoney Right after $AAPL CEO Tim Cook bought some 👀↗
Dec 30
unusual_whales — Wedbush's Dan Ives says his top AI picks for next year are:
Microsoft, $MSFT
Apple, $AAPL
Tesla, $TSLA
Palantir, $PLTR
CrowdStrike, $CRWD↗
Dec 30
InvestmentGuru — Evercore ISI: Best Idea List for 2026
High-conviction ideas for a K-shaped recovery and an AI-driven future
Evercore ISI just released its 2026 Best Idea List, and the message i…
November 2025 · 4 mentions
Nov 18
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 6
Ben Pouladian — The future of AI is obvious to anyone watching closely:
Google TPUs with Apple’s reach.
Nvidia GPUs with OpenAI’s moat.
Everything else is just fighting for scraps
$aapl $nvda…↗
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 · 23 mentions
Oct 30
Ben Pouladian — Cook: Actually on iPhone 16 and 17 for Q4, several models supply constrained,” Cook said. “And currently we’re supply constrained on several models of the iPhone 17.” $aapl↗
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 29
IvanaSPEAR — $AAPL lagged this year as the company dropped the AI ball. iPhone 17 demand is strong, but for outsized performance and maintaining a competitive edge, Apple needs to deliver on AI…↗
Ben Pouladian — Translation: Apple is winning back share in China $aapl↗
Sep 26
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%
August 2025 · 3 mentions
Aug 30
Ben Pouladian — @TShirtnJeans2 I think $googl $nvda $crm $aapl will all do some interesting things↗
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 · 3 mentions
Jun 27
Ben Pouladian — History rhymes again: Just like Apple $AAPL leveraged Samsung to break free from Intel $INTC, now OpenAI joins forces with $GOOG Googles TPUs to escape Nvidia’s $NVDA GPU monopol…↗
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…↗
— Love seeing the $AAPL Profits ❤️ https://t.co/0dnrKJD4vz
Shay Boloor — $AAPL is adding $AXP “Pay with Points” to Apple Pay letting eligible Amex cardholders redeem Membership Rewards points directly at checkout.
Users can apply points to all or part…↗
Jun 30
Chris — Took $AAPL on the Copy Trading Account 📈 https://t.co/SbAe0WJDit↗
unusual_whales — Apple's, $AAPL, Tim Cook has said he has never "seen anything like this" surge in memory and storage costs "in over 40 years."↗
Jun 30
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Palantir $PLTR and Nvidia $NVDA expanded their partnership to deliver sovereign AI for the U.S. gove…↗
Jun 29
Alphatica — DARK POOL SCANNER | June 29, 2026
$SPY -$3.18B dark pool. The sell resumed. Friday's window dressing was one session. $NVDA +$645M. $TSM +$296M zero sells. Lit: +$6B. Dark: -$2.2B…↗
Jun 29
Alphatica — The split tape. $TSLA +$1.91B near-zero sells. $MSFT -$2.45B. $NVDA +$1.75B. $SPY -$1.21B. The institutions are picking sides. Q2 close. JPM collar expired.
$31.18B in buy blocks.…↗
Jun 29
Alphatica — @scottz06 Current movement in $AAPL makes sense. July is a big one for the stock.
https://t.co/InKarVh2tp↗
Jun 29
BULL OF BRITAIN — This $SOXX / $DRAM rotation into $NASA / $IGV honestly just feels like a few tutes got mad on being 24-7 exit liquidity for retail.
Now they are forcing a rotation no one cares a…↗
Jun 29
rubicon59 — One could argue that $AAPL single-handedly sold out American advanced manufactiring to China and Taiwan, and continues to do so. (Encouraged, OFC, by the corrupt Gov incompetents.)↗
Jun 29
InvestmentGuru — Short-Term ETF Radar
$IGV · $MAGS · $LABU
Three interesting setups on the board right now. Here’s the read:
$IGV — iShares Tech-Software ETF
→ Software is staging a comeback a…↗
Jun 29
amit — $MU Micron is now a top 10 holding in the S&P 500 with a 1.9% weighting.
Nvidia $NVDA used to be closer to 8.5%, it’s now down to 6.99%.
Apple $AAPL used to be 7.5%, it’s n…↗
Jun 29
InvestmentGuru — Not all Magnificent 7 stocks are the same anymore.
The AI reset has created different risk-reward profiles across the group.
• $MSFT – High-quality AI and enterprise play with lo…↗
Jun 29
Alphatica — AAPL traded 261.8M shares on Friday.
That's the 5th highest volume day since 2016. 5.7x median daily volume. 99.8th percentile.
We ranked every AAPL trading day since 2016 and lo…↗
Jun 28
Ray Wang — Next year and maybe now already $AAPL fight their life just to get enough LP against NV 😂↗
Jun 28
unusual_whales — JUST IN: AOC says Congress should break up Apple, $AAPL, amid looming price hikes for MacBooks and iPhones↗
Jun 28
BULL OF BRITAIN — @n_fiction I agree, thats why I'm pointing this out, due to the consensus from $AAPL / CXMT that this some how breaks the memory thesis↗
Jun 28
Alphatica — WEEKLY DARK POOL RECAP | Week 16 · June 22-25, 2026
Week 16. 76% accuracy. Sell signals: 11/14. The dark pool was distributing. Friday stripped for Q2 window dressing.
This week…↗
Jun 28
Trade Whisperer — $MU $DRAM $SNDK Five types of idiots showed up today on X.
Type 1: Thinks this memory rally is driven by $AAPL, consumers and iPhones. This rally has nothing to do with consumers.…↗
Jun 28
Ray Wang — @jukan05 Well, everyone's shipment is down. But $AAPL faced less shipment reduction vs. other guys (esp CN).
So relatively they are better off.↗
Jun 28
Ray Wang — Funny how two things are happening at the same time.
$AAPL is mad at memory guys due to the memory price hike.
$AAPL gonna gain share globally this year and maybe next year als…↗
Jun 28
Jukan @COMPUTEX — According to the latest analysis from Counterpoint Research, Apple is expected to achieve record-high market share across smartphones, tablets, and PCs in 2026.
$AAPL https://t.co…↗
Jun 28
CK Capital — About a month ago, $AAPL raised the trade in value on your old iPhone by about 1%.
Then they raised the price of their new devices by about 20%.
The memory shortage is real, but…↗
Jun 28
CK Capital — It is going to be crazy to look back in a year and see how memory prices ended up hitting consumers.
After $AAPL and $MSFT both raised prices this week, there has to be a lot mor…↗
Jun 27
Frenchie — Le trade sur l'IA est-il mort ? (Je vous préviens c'est un mega tunnel)
>Non
Mais pour la première fois, ce n'est plus la bonne question, et il faut faire un petit voyage dans le…↗
Jun 27
PhotonBull — I feel like @michaelsikand cooked with his $SONY thesis here
I also think memory prices are a known issue to many after the $AAPL price increases
So if people know memory is driv…↗
Lawrence McDonald — S&P 500 equal weight, on all-time highs Friday
Drawdowns Achieved Last Week
Microsoft $MSFT -36%
Meta $META -31%
Tesla $TSLA -24%
Nvidia $NVDA -19%
Google $GOOGL -19%
Amazon…↗
Jun 27
unusual_whales — Apple, $AAPL, is seeking US government clearance to purchase memory chips from Chinese DRAM maker CXMT, per FT↗
Jun 27
BULL OF BRITAIN — My prediction on $AAPL / CXMT and the future of Memory.
Everyone's panicking about $AAPL lobbying to buy CXMT memory.
I want to show you what the patterns have shown before, us…↗
Jun 27
rubicon59 — Why not just redomicile to China for an even better alignment? $AAPL↗
Jun 27
Shay Boloor — $AAPL IPHONE 18 PRO COST BREAKDOWN
Apple’s bill of materials reportedly rises from $582 to $726 while retail price moves from $1,099 to an estimated $1,299 which means ~$144 incre…↗
Jun 27
Shay Boloor — $AAPL is reportedly seeking U.S. clearance to buy memory from China’s CXMT (Pentagon-blacklisted DRAM supplier) as AI-driven shortages push memory costs higher.
Really important t…↗
Jun 27
Ray Wang — In DC.
$AAPL vs. Samsung + Hynix + Micron↗
Jun 26
Alphatica — DARK POOL SCANNER | June 26, 2026
$SPY dark pool +$3.64B. The pattern returned. Yesterday: zero buyers. Today: zero sellers. Both tapes buy everything. Q2 window dressing.
611 of…↗
Jun 26
Alphatica — +$22.24B. All 8 buy. Zero sellers. Third time. Yesterday: -$17.88B. Today: complete reversal. Q2 window dressing.
$39.51B in buy blocks. $17.28B in sells. Net flow: +$22.24B. 31,3…↗
Jun 26
unusual_whales — Apple, $AAPL, is reportedly set to launch its first-ever touchscreen MacBook Pro later this year, per Bloomberg.↗
Jun 26
Wayne Liang — Adding to my thoughts on the AI supercycle vs dot-com "bubble" comparison...
Despite the pullback (mainly driven by BoA, PCE), this week is showing exactly why the comparison fall…↗
Jun 26
Shay Boloor — Supply chain analyst Ming-Chi Kuo says $AAPL is reportedly raising baseline iPhone DRAM from 8GB to 9GB in 2027 to keep Apple Intelligence running smoothly.
On-device AI is pushin…↗
Black Panther Capital — $AAPL just raised prices on the MacBook and iPad. The reason they gave, on the record, was higher component costs. Memory chips, specifically.
Sit with that for a second.
This is…↗
Jun 26
Michael | Hypermarkets — These companies here cuased the inflation:
$MU — Memory prices spiked as HBM demand outstripped supply for AI servers.
$SNDK — NAND shortage tightened as hyperscalers hoarded sto…↗
Jun 26
InvestmentGuru — Watching 4 names for a potential bounce
$PLTR — sitting at its 52-week low near $107, down ~40% YTD from a high of $207. The AI software thesis hasn’t changed. Still the highest…↗
InvestmentGuru — $MU Flies, $AAPL Dives
The AI memory supercycle just delivered its first real victim — and it’s the world’s most valuable company.
➡️ $MU surged 17% after revenue quadrupled YoY a…↗
Jun 25
amit — Long post, but some thoughts on what happened in the market today…
Today was a particularly weird storm of price action because the logic going into the open was as follows:
- $…↗
Jun 25
Carolyn Boroden — $AAPL no trigger no trade!! https://t.co/LzRoR16oFE↗
Jun 25
rubicon59 — The OEMs like $AAPL and the near-monopolies like $GOOG should know what it is like to get fair value for one’s product. (Perhaps more than fair now for a while, but think of of th…↗
Jun 25
Alphatica — DARK POOL SCANNER | June 25, 2026
$SPY -$2.95B dark pool. Day two. The pattern break accelerated. Zero buyers. Every name sold.
546 off-exchange prints. -$6.46B net sell. The hea…↗
Jun 25
Alphatica — $MU: only buyer. +$1.14B. Earnings validated. Everything else sells. $AAPL -$2.94B. $NVDA -$2.39B. $MSFT -$2.04B. Quarter-end rebalancing.
$22.02B in buy blocks. $39.90B in sells.…↗
Jun 25
Jeff York, PPT — @munster_gene Perhaps support at the 200day? $AAPL https://t.co/cRCK1WYYkv↗
Jun 25
unusual_whales — Wow.
Apple, $AAPL, announced price increases to iPad and Macs.
Today, $AAPL is down more than 5%, losing billions in marketcap. https://t.co/9uNBxy4Khe↗
Jun 25
CK Capital — It is getting hard to see where the memory bears are even coming from after today. In a single day, Apple and Microsoft both raised hardware prices and blamed the same thing. Memor…↗
Mo — The Nasdaq is ripping after Micron earnings, yet look beneath the surface.
Every MAG7 name is down double digits this month except NVDA... and even NVDA is still negative.
Now lo…↗
PhotonBull — The only thing that can stop the memory bullrun
Seems to be memory
$AAPL increasing prices. If everything becomes more expensive due to memory price increases, inflation can be a…↗
Jun 25
The Assembly — $AAPL just dropped 4.5%.
Turns out people do not like price hikes. https://t.co/3krJ8qkmHj↗
Jun 25
Shay Boloor — $AAPL is down nearly 5% after raising prices on select iPads and Macs due to memory chip costs with Apple saying it has “never seen” component prices rise this much this quickly. h…↗
Jun 25
unusual_whales — Apple, $AAPL, announces price increases for iPads and Mac.s↗
Jun 25
Shay Boloor — $AAPL says AI data centers have created an “extraordinary surge” in memory and storage demand driving component price increases it has “never seen” move this much this quickly.
Ap…↗
Jun 25
KawzInvests 🦑 — $AAPL just raised prices on every major device by $100 to $300. Due to memory chip costs.
IPAD AIR: $599 → $749
MACBOOK NEO: $599 → $699
IPAD PRO WIFI: $999 → $1,199
MACBOOK…↗
Jun 25
Ben Pouladian — The Memory Wars are real. Apple today increased prices on MacBook Neo, MacBook Pro, MacBook Air, iPad Air and iPad Pro.
Glad I got my daughter one before the crunch
Oil prices d…↗
Jun 25
Ray Wang — 1) Happy Memory Day for $AAPL and Mark lol. (latter prolly know this is coming while ag lmaooo↗
Jun 25
Shay Boloor — $AAPL is raising prices on select Macs and iPads as memory chip costs from $MU, Samsung and SK Hynix push DRAM and NAND inflation into end-device pricing:
• MacBook Neo from $599…↗
Jun 24
Michael | Hypermarkets — $MU is the biggest bottleneck for AI infrastructure.
It's revenue increased 346% in 1 year.
Here's 20 AI bottleneck stocks to buy:
Memory / Storage
1. $MU — HBM monopoly w/ SK…↗
Jun 24
Shay Boloor — @danielnewmanUV A 20% price hike from $AAPL may be the clearest signal yet that $MU pricing power isn’t going away anytime soon.↗
Jun 24
Shay Boloor — I’m confident heading into $MU earnings today and $AAPL reported 20% price increase tied to memory is a major reason why.
Apple is the most sophisticated, highest-leverage memory…↗
Jun 24
Shay Boloor — SoftBank CEO Masayoshi Son says he expects $ARM value to rise 10x as AI workloads become more CPU-intensive.
He also called $INTC manufacturing business critical as tech giants se…↗
Jun 24
unusual_whales — Apple, $AAPL, has closed down the first of its US stores to unionize, per MorePerfectUnion↗
Jun 24
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Markets were under pressure today, with the S&P $SPY down ~1.5%, largely due to a sharp selloff in Sou…↗
Jun 23
amit — $GOOGL REPLACES $VZ VERIZON TO JOIN THE DOW JONES INDUSTRIAL AVERAGE.
Google now joins Amazon $AMZN, Apple $AAPL, $MSFT Microsoft, & $NVDA Nvidia as the other Mag 7's to join…↗
Jun 23
Alphatica — DARK POOL SCANNER | June 23, 2026
Dark pool still buys $SPY. Lit: -$1.68B. Dark: +$640M. $MU both tapes sell. Zero buys. Eve of earnings. The pattern holds through the great rotat…↗
Jun 23
Alphatica — $MU: +$3.49B yesterday. -$1.49B today. Zero buys. Eve of earnings. The semi complex destroyed. Seven names. All zero buys.
The buyers (two names):
$XLE +$336M (14 blocks,…↗
Jun 23
Wayne Liang — Tbh, I don't think you can go wrong with betting on most Neocloud names...
Regardless if it's $WYFI that handles colocation/hosting, $NBIS that has multiple verticals, or all the…↗
Jun 23
Anthony Pompliano 🌪 — Google is cheaper than Apple, yet the company is growing at 2x the rate of Apple.
The critics are worried about a drop in free cash flow, but that could also present a substantial…↗
Jun 23
Serenity — @TradingTh3Trend This is likely just a PR to support $SIVE + $AAPL relationships to combat false short seller claims the relationship was terminated.
They've likely been working w…↗
Jun 23
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. A major end-of-Q2 rebalancing wave could hit global markets, with JPMorgan estimating institutional in…↗
Jun 22
Michael | Hypermarkets — In 2 years, $MU squeezed from 1430% from $85 to $1220.
It will 3x-5x after its earnings on June 24.
These 12 companies have parternships with $MU:
1. $ASML – Sells EUV lithograp…↗
Jun 22
Alphatica — WEEKLY DARK POOL RECAP | Week 15 · June 15-18, 2026
Week 15. 85% accuracy. Buy signals: 9/10. Through hawkish Warsh and quarterly OPEX. The algorithm improved.
Four sessions this…↗
Michael | Hypermarkets — Its 2040, regular person who bought these 6 ETF's right now are millionaires doing nothing...
Here's 6 steps to follow:
1. Open a tax-free investing account like a Roth IRA.
2. P…↗
Jun 21
amit — @jaspalsandhu24 Yeah $GEV I think can do well as the energy bottleneck continues
$SNDK is more just betting memory theme stays strong
$AAPL should be the sleeper if AI trade goes…↗
Jun 21
amit — Did a stock draft with some friends and these are the 12 picks I have to hold until June 2027…
1. $NVDA
2. $AMD
3. $GEV
4. $TXN
5. $RKLB
6. $RDDT
7. $GOOGL
8. $FIX
9. $AAPL
10. $G…↗
Jun 21
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:
• $SPCX ~4.7x
• $TSLA ~4.6x
• $GOOGL…↗
Jun 21
Michael | Hypermarkets — In 1 year, $AMKR spiked from $18 to $90 so 500% but it can easily hit $300-$500.
Here's 8 reasons why it hasn't ran like $AVGO $AMD $NVDA $MRVL $GOOG $AMZN:
1. Advanced packaging…↗
Jun 19
Shay Boloor — The race to become the first $10T company is on and it's really a race to own the layers everything else depends on:
• $NVDA owns AI accelerator layer
• $TSLA owns EV & autonomy…↗
Jun 19
Shay Boloor — How much profit the Mag 7 are expected to generate over the next 3 years:
• $NVDA ~$1.1T
• $GOOGL ~$621B
• $MSFT ~$543B
• $AAPL ~$507B
• $AMZN ~$406B
• $META ~$318B
• $TSLA ~$25B…↗
Jun 18
Alphatica — DARK POOL SCANNER | June 18, 2026
Both tapes agree. On everything. $SPY +$11.47B dark pool. $META flipped to buy. OPEX amplified. Direction is real.
767 off-exchange prints. +$19…↗
Jun 18
Alphatica — +$57.92B. All 8 buy. Zero sellers. Quarterly OPEX. The size is mechanical. The direction is not.
$89.44B in buy blocks. $31.52B in sells. Net flow: +$57.92B. 34,179 prints.
Quart…↗
Jun 18
Alex A.C. — Very likely Apple $AAPL will pay prepayments to the Memory manufacturers 🔥🔥
And there is still ppl. bearish Memory 🤷♀️🥴
$MU SK hynix↗
Jun 18
Serenity — Trump announced Intel + Apple partnership, sending $INTC up 8% today.
Intel execs were reportedly surprised by the $AAPL announcement by Donald Trump.
TBH, the President should…↗
Jun 18
unusual_whales — BREAKING: Apple, $AAPL, to reportedly hike prices amid memory chip shortage, per WSJ↗
Jun 18
rubicon59 — At this rate, how long before SKHynix acquires $AAPL (to compete with Samsung)? 😂😂↗
Jun 18
unusual_whales — Trump: Apple, $AAPL, to collaborate with Intel, $INTC on designing and manufacturing chips in the US↗
Jun 18
InvestmentGuru — $INTC and $AAPL news https://t.co/oK8jJHBQlX↗
Jun 18
Shay Boloor — President Trump says $AAPL has agreed to “work with $INTC to design and build its chips in America.” https://t.co/XyZGNXAcyN↗
Jun 18
The Future Investors — $AAPL $INTC Apple could partner with Intel to design and manufacture chips in the U.S., according to President Trump. If finalized, the deal would be a major win for Intel’s foundr…↗
Jun 18
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. The Fed did not cut rates at this week’s meeting, and Kevin Warsh said there was “rigorous debate” amo…↗
Jun 18
Trade Whisperer — $MU $DRAM $SNDK $KIOXIA "100-Year Flood."
$AAPL CEO Tim Cook told WSJ, “Unfortunately, price increases are unavoidable."
Tim Cook called it a "hundred year flood." Unprecedented…↗
Jun 17
Alphatica — JUST IN:
Tim Cook just told you why $MU was the only stock in demand on both exchanges today.
$MU $AAPL https://t.co/TTH1HCFRJM↗
Jun 17
Shay Boloor — Tim Cook says $AAPL will raise prices as surging AI-driven memory & storage costs from $MU, Samsung & SK Hynix make absorbing the increases “unsustainable.”
Cook called ch…↗
Jun 17
unusual_whales — Apple, $AAPL, is preparing a second-generation iPhone Air for Spring 2027, per Bloomberg↗
Jun 17
Lawrence McDonald — Financial assets < hard assets, Apple's underperformance is an eye-opener.
$AAPL vs. $GDX https://t.co/9G9UZuhbXw↗
Jun 17
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Tomorrow’s FOMC meeting will be Kevin Warsh’s first as Fed Chair, and the market will be watching clo…↗
Jun 17
InvestmentGuru — $AAPL
Apple Plans Camera AirPods Alongside Upgraded Foldable iPhone in 2027↗
Jun 17
InvestmentGuru — MAG 7 is old news.
New acronyms are taking over Wall Street — and they tell a very different story.
FAB 10
$NVDA $GOOGL $AAPL $MSFT $AMZN $TSLA $META $SPCX + OpenAI + Anthropic…↗
Jun 16
Shay Boloor — Great to be featured in Reuters today discussing why the market’s lens on the Mag 7 changes now that $SPCX is public.
The next leadership group will be defined by who controls the…↗
Jun 16
Alphatica — DARK POOL SCANNER | June 16, 2026
Lit: -$14.23B. Dark: +$1.79B. $SPY +$2.98B in the dark pool. We flagged it this morning. $TLT +$410M. The duration bet into FOMC.
346 off-exchan…↗
Jun 16
Alphatica — -$14.23B. FOMC eve. $MU reversed. +$11.27B in three days. Then -$4.40B today. $AMD zero buys. $AAPL only buyer.
$11.60B in buy blocks. $25.83B in sells. Net flow: -$14.23B. 22,268…↗
Jun 15
Alphatica — MORNING INTERNALS | 11:04 AM ET
Nasdaq +2.60%. Oil -5%. Breadth 0.81x. Every metric negative. The indexes surge. The market sells. The narrowest rally of the series.
Iran deal fi…↗
Jun 15
Serenity — @ifkfidndlskdkdl $SIVE is likely laser ramping with $AEVA soon and $AAPL with their next refresh of Apple Watches after their recent announcement.
Haven’t seen anything credible…↗
Jun 14
Alphatica — WEEKLY DARK POOL RECAP | June 8-12, 2026
"You can't classify direction in dark pools."
We heard it (many times). Here are the receipts.
Our direction classification algorithm pr…↗
Jun 13
Alphatica — An NBER working paper just found that the iPhone explains 33-52% of the decline in the US fertility rate since 2007.
Not the economy. Not housing costs. Not student loans.
The ph…↗
Jun 12
KawzInvests 🦑 — @yvesstocks siri is $AAPL biggest fumble on planet earth but have you seen the june 8th press release its actually wild, personal context across all your apps, visual intelligence…↗
Jun 12
Black Panther Capital — $AAPL IPO: 1 share at $22 → 224 shares today (~$66k return). 3,014x.
$NVDA: 1 at $12 → 480 shares (~$98k retur ). 8,200x.
$AMZN: 1 at $18 → 240 shares (~$58k return). 3,227x.
I’…↗
Jun 12
mon — Steve Jobs acquired the startup Siri in 2010 for $200 million because he viewed it as an AI company, not a search engine.
If Steve Jobs were alive today, $AAPL would likely be the…↗
Jun 11
Alphatica — $AAPL now up almost ~3.5% from our alert yesterday. Throwing darts at a dart board above $320 is possible in late July.
NOT INVESTMENT ADVICE.
$SPY $QQQ $IWM↗
Jun 11
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Iran announced a full shutdown of the Strait of Hormuz following U.S. strikes on southern Iran, sharpl…↗
Jun 10
Alphatica — DARK POOL SCANNER | June 10, 2026
Lit: -$12.4B. Dark: +$102M. The dark pool buys indexes on a sell day. Fourth time in six sessions.
268 off-exchange prints ≥$5M. The lit tape pr…↗
Jun 10
Alphatica — -$12.4B. One buyer. Seven sellers. $AAPL +$1.20B zero sells. Everything else sold.
$5.35B in buy blocks. $17.79B in sells. Net flow: -$12.4B. 12,848 prints. Sell ratio: 3.3 to 1.…↗
Jun 10
Alphatica — $AAPL ALERT:
Bullish signal on AAPL confirmed.
Framework verdict: VALIDATED 🟢 BULLISH SIGNAL CONFIRMED.
$SPY $QQQ https://t.co/H9v7ArAdgu↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. The Nasdaq $QQQ fell as much as 5.3% intraday, marking one of the sharpest intraday drawdowns we’ve se…↗
Jun 10
Alphatica — $AAPL Update:
$1.79 BILLION in institutional dark pool prints over 3 days, including the most extreme block-cross cluster we have measured in a long time.
Framework verdict: TRA…↗
Jun 9
Alphatica — -$5.14B. Five names: zero buys. $NVDA is the lone buyer. The supply chain split.
$6.48B in buy blocks. $11.62B in sells. Net flow: -$5.14B. 12,621 prints.
The buyers. Three names…↗
Jun 9
Shay Boloor — $AAPL is pulling back because it entered WWDC near decade-high valuation levels and Apple showed the possibility of a more personalized AI future without proving its close enough t…↗
Jun 9
Alphatica — @StainedPeter We are going to update soon. $AAPL↗
Jun 9
Carolyn Boroden — $AAPL weekly...remember many moves tend to terminate around extensions!! Now we'll set up the pullback on the daily https://t.co/mWXK0kGYMk↗
Jun 9
SpotGamma — There were two huge waves of negative deltas in single stocks today. The first was at the days highs 9:50AM then another at ~10:45.
$AAPL is the biggest chunk of this, but overal…↗
Jun 9
SpotGamma — Hey Siri: Why is everone selling calls in $AAPL
Siri: I can't answer that question. I can tell you today is Tuesday. https://t.co/K58jwNwPGP↗
Jun 9
Jeff York, PPT — $AAPL the yearly R1 #pivotpoint (YR1) is STRONG resistance! 🎯⚠️
The BIGGEST reversals happen at the Yearly #pivotpoints! ⏫⏬ https://t.co/vUiGnOHGFa↗
Alphatica — The Street Takeaways from WWDC are in. The analysts are split down the middle.
AAPL down 1.9% pre market after the keynote. Our 10-year data showed Day +1 averages +1.71% positive…↗
Jun 9
Michael | Hypermarkets — HYPERMARKET WATCHLIST FOR JUNE 9, 2026
1. $MU — Post-selloff bounce setup; HBM still sold out, earnings June 24 catalyst ahead. [BUY]
2. $MRVL — Custom AI silicon demand acceler…↗
Jun 9
The Future Investors — $AAPL Apple unveiled Siri AI, a next-generation assistant that understands personal context, sees what's on your screen, searches the web, and takes actions across apps. 🤖
A beta…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here’s a full recap:
$NVDA CEO Jensen Huang pushed back on the recent stock market selloff, saying NVIDIA is still at the begi…↗
Jun 8
tae kim — WOW. Apple is now using ... NVIDIA GPUs!?! Let's go. $AAPL $NVDA $INTC
"Now, we are collaborating with Google and NVIDIA to run new Apple Intelligence workloads on Google Cloud,…↗
Jun 8
Alphatica — Nasdaq +0.86%. The tape: +$153M. Barely positive. The institutions are not chasing the bounce.
$15.5B in buy blocks. $15.4B in sells. Net flow: +$153M. 18,694 prints.
Friday: -$4…↗
Jun 8
Shay Boloor — $AAPL leaning on $GOOGL and $NVDA to scale its cloud AI layer with its largest model running on Google Cloud infrastructure.
Apple says more complex requests will route through it…↗
Jun 8
amit — $AAPL $GOOGL $NVDA
Apple, Google, and Nvidia team up to level up Apple's AI for more compute:
- Apple said it worked with Google and NVIDIA to bring its Private Cloud Compute a…↗
Jun 8
Alphatica — BREAKING NEWS:
WWDC just confirmed two things we told you to watch.
First: Apple chose Google. The next generation of Apple Intelligence is built in collaboration with Google an…↗
Jun 8
Leandro — These accounts will make you believe that the world is ending on a 1% drop
Elite work
$AAPL↗
Jun 8
Shay Boloor — FIRST LOOK AT $AAPL NEW AI-POWERED SIRI https://t.co/G76u8mNouN↗
Jun 8
Alphatica — This price action should not be a surprise for this channel. We gave you this exact scenario last week.
We telegraphed it to you:
"The market bids Apple into the event, sells th…↗
Jun 8
Alphatica — @hungrydongxi Expected. We posted this very scenario on this feed last week. $AAPL↗
Jun 8
Dillon Valdez — $AAPL in my eyes has been living off Steve Jobs legacy & is a useless company as it stands today.
This is how the math works:
Apple has appreciated 143% over the past 5 years. Of…↗
Jun 8
Shay Boloor — $AAPL is making Messages more context-aware with Apple Intelligence.
The app can now suggest actions like adding a photo, note or reminder based on the conversation you are having…↗
Jun 8
Alphatica — UPDATE:
Apple shares volatile as company announces new Apple Intelligence/Siri features during WWDC event ($309.07, +1.73).
$AAPL↗
Jun 8
Shay Boloor — $AAPL announced new Apple Foundation Models with $GOOGL built to run smaller AI models both on-device and in the cloud.
The upgrade is aimed at improving image understanding, gene…↗
Jun 8
Antonio Costa — $AAPL new highs... market is really broken lol↗
Jun 8
Alphatica — $AAPL just hit a new 52-week high. Hopefully you did not sell on Friday. https://t.co/DDQ0wB6CTl↗
Jun 8
Alphatica — All time high or bust about to take place.
$AAPL↗
Jun 8
Alphatica — And $AAPL is about to make a new 52-week high today. https://t.co/L18GB2Qhle↗
Jun 8
InvestmentGuru — $AAPL
Apple is expected to announce new AI powered Siri↗
Jun 8
Jeff York, PPT — @charliebilello Imo, $AAPL is at strong yearly resistance at the YR1 #pivotpoint. ⚠️ https://t.co/protdGn1Vf↗
Jun 7
Alphatica — @ThetaMentality @chigrl When everyone buys calls, dealers have to buy stock to hedge. That creates a mechanical force pushing the market up. For five weeks that force was buying 11…↗
Jun 7
rubicon59 — $NVDA stock has been mediocre since, but still ahead of $AAPl↗
Jun 7
Shay Boloor — $AAPL held a secret crisis meeting in early 2025 after Apple Intelligence underwhelmed and the new Siri faced delays.
What came out of it:
• AI chief John Giannandrea was stripped…↗
Jun 7
Michael | Hypermarkets — $MSFT and $AAPL have been competitors for 50 years.
$MSFT since IPO returned 929,900%
$AAPL since IPO returned 316,300%
$SPCX IPO is on June 12 at $2 trillion valuation.
This is…↗
Jun 5
Alphatica — DARK POOL SCANNER | June 5, 2026
The lit tape sold -$47.7B. The dark pool: -$170M. Nearly flat. The divergence flipped direction.
687 off-exchange prints ≥$5M. The widest lit/dar…↗
Jun 5
Alphatica — -$47.7 billion. All eight names sell. Zero buyers. Yesterday: all eight buy. A $66.6B swing in 24 hours.
$17.4B in buy blocks. $65.2B in sells. Net flow: -$47.7B. 46,322 prints.…↗
Jun 5
Alphatica — We flagged the fuel dynamic on Tuesday for this channel. This move should not be a surprise. The mechanical engine runs on put decay and dealer short delta. The dealer engine went…↗
Jun 5
Alphatica — MORNING INTERNALS | 10:52 AM ET
Volume 0.43x. The worst reading in the history of the series. Nasdaq -1.78%. Global chip selloff. Jobs beat.
The chip selloff that started with $A…↗
Jun 5
Alphatica — $AAPL is about to make a move. Watch out.↗
Jun 5
Alphatica — Today might be one of those days for those traders that recently sold $AAPL https://t.co/iJMs4zRaHz↗
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 4
Alphatica — WWDC 2026 is Monday. Here is what the data tells you heading into the event.
What Apple is expected to announce:
iOS 27 will let users choose between AI models for the first time…↗
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
Nezih Gökay — BİR HİSSE HİKAYESİ: Bölüm 2 — APPLE $AAPL
Dünyanın en büyük nakit matbaasına hoş geldiniz. Herkes Apple'ı altı üstü telefon satıyor inovasyon bitti diye eleştirirken adamlar sessi…↗
Jun 3
Alphatica — @henry_petzold Going to be difficult with $AVGO earnings and $AAPL WWDC on Monday.↗
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
Alphatica — +$6.37B net buy. $NVDA flipped. -$2.12B with $1M in buys. Three names: zero sells.
12,396 block trades. $13.2B in buys. $6.8B in sells.
The buyers. Supply chain, indexes, everyth…↗
Jun 2
Alphatica — 🚨🚨The stock market is about to get hit with the biggest wave of new equity supply in years. And nobody is talking about it.
Alphabet just filed an $80B equity offering. Had that…↗
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↗
Jun 1
Alphatica — @irentmyleaps The event window is prior. Not after. The last two years $AAPL has sold off after the event.↗
— 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…
Shay Boloor — 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 $…↗
Serenity — > markets went from doubting $SIVE customers ($150m MC)
Turns out it’s likely companies eg. $JBL, Ayar, $AAPL, Defense Primes, $MRVL celestial.
> to doubting their execution ($6…↗
May 29
Alphatica — DARK POOL SCANNER | May 29, 2026 | Week 12 Ends
Net sell. $MSFT: zero dark pool sells. $TSM: zero dark pool buys. Both tapes agree on every name.
Ten names on the dark pool. Ever…↗
Alphatica — Yesterday: +$21.2B record buy. Today: net sell. The playbook flipped.
$MSFT +$2.45B with $5.6M in sells. $PLTR +$894M with zero sells. $NVDA +$1.08B. Buy platforms and AI. Sell ev…↗
May 29
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
Alphatica — DARK POOL UPDATE | May 28, 2026
$13.7B in off-exchange flow. 499 prints ≥$5M. Net: +$49M buy. Barely.
The lit tape printed +$21.2B. The largest buy day in the history of the seri…↗
May 28
Alphatica — +$21.2 billion. Record. The largest net buy day in the history since we started tracking this series.
$35.5B in buy blocks. $14.3B in sells. Net flow: +$21.2B. Buy/sell ratio: 2.5…↗
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
Alphatica — DARK POOL SCANNER | May 27, 2026
$17.9B in off-exchange flow. 698 prints ≥$5M. Net: -$613M sell.
The lit tape sold $NVDA -$1.44B. The dark pool bought $NVDA +$1.29B. The two tape…↗
May 27
Alphatica — -$15.0B net sell. $MU from +$5.0B zero sells to -$8.1B. The largest single-name reversal since we started reporting this series.
Yesterday $MU printed +$5.02B with zero sell block…↗
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
Alphatica — DARK POOL SCANNER | May 26, 2026 | S&P All-Time High
$3.9B in off-exchange flow. 150 prints ≥$5M. Net: -$872M sell.
The lit tape said +$4.56B net buy. The dark pool says -$872M n…↗
May 26
Alphatica — $MU +$5.02B. Zero sells. The largest zero-sell print in the history of the series.
S&P at all-time highs. Average ticket: $17,142. The highest we've ever recorded. This is pure in…↗
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
Alphatica — DARK POOL SCANNER | May 22, 2026 | Warsh Day 1 | Memorial Day Weekend
$9.6B in off-exchange flow. 293 prints ≥$5M. Net: -$2.69B sell.
Both tapes agree heading into the three-day…↗
May 22
Alphatica — Warsh Day 1. -$1.99B net sell. But remove $NVDA and the tape is +$1.83B buy. Two markets on one tape.
Kevin Warsh was sworn in as the 17th Fed Chair at the White House this mornin…↗
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 21
Alphatica — The tape called $NVDA. Here are the receipts. And here is what happened the morning after.
+$6.12B net buy. $NVDA -$2.54B biggest seller. Eight names buy. The institutions sold th…↗
May 19
Alphatica — DARK ACTIVITY SCANNER | May 19, 2026 | $NVDA Eve
$17.6B in off-exchange flow. 473 prints ≥$5M. Net: +$1.19B buy.
The lit tape said all eight names buy. Zero sellers. The dark poo…↗
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
Alphatica — -$18.0 billion net sell. $MU zero buys. $NVDA zero buys. Two days to earnings.
Friday the tape was +$9.5B net buy on OPEX. Today: -$18.0B net sell. A $27.5B swing over the weekend…↗
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
Alphatica — @pawe_rozmi2445 Fair question. OPEX does distort flow data. Dealer gamma hedging unwinds, index rebalancing accelerates, and the closing auction absorbs billions in mechanical volu…↗
May 15
Alphatica — DARK POOL SCANNER | May 15, 2026 | OPEX Day
$19.0B in off-exchange flow. 432 prints ≥$5M. Net: +$9.36B buy. Record.
The largest dark pool net buy we have posted. The previous hig…↗
May 15
Alphatica — S&P down 1.26%. OPEX. The tape bought +$9.5B. Seven of eight names net buy.
OPEX day. Yields at 4.59%. Record 11.5% rotation spread. $SLV -8.5%. $NVDA -3.6%. Powell's last day at…↗
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
Alphatica — DARK POOL UPDATE | May 14, 2026
$7.7B in off-exchange flow. 338 prints ≥$5M. Net: -$806M sell.
The lit tape printed +$13.1B net buy. All three signals aligned positive for the fi…↗
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
Alphatica — +$13.1 billion net buy. $NVDA +$3.94B. $MSFT back on the buy side. $TSLA streak broken.
S&P +0.73%. Nasdaq +0.77%. Dow +0.81% leading. The internals showed breadth and volume both…↗
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
Alphatica — MORNING INTERNALS | 11:05 AM ET
Breadth AND volume both positive. First time in three weeks.
S&P +0.73%. Nasdaq +0.77%. Dow +0.81%. All three green. The Dow is leading.
A/D rati…↗
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…↗
Alphatica — DARK POOL UPDATE | May 13, 2026
$8.8B in off-exchange flow. 326 prints ≥$5M. Net: +$2.85B buy.
Yesterday the dark pool said -$1.05B sell. Today it flipped to +$2.85B buy. The lit…↗
May 13
Alphatica — CPI hot. PPI hot. The tape bought +$15.8B. Seven of eight names net buy.
CPI 3.8% yesterday. PPI 6.0% today. Rate hike odds at 39%. The worst back-to-back inflation prints since 2…↗
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…↗
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
Alphatica — DARK POOL SCANNER | May 12, 2026
$8.1B in off-exchange flow. 256 prints ≥$5M. Net: -$1.05B sell.
The lit tape flipped to +$3.6B net buy at the closing cross. The dark pool flippe…↗
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.-…↗
May 11
Alphatica — DARK POOL UPDATE | May 11, 2026
$19.4 billion in off-exchange flow. 744 prints ≥$5M. Net: +$1.84B buy.
Friday the dark pools said -$2.7B net sell. Today they flipped to +$1.84B n…↗
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
Tradable Astronaut — What members are posting this week.
$TSLA $450 calls: +97%.
$AAPL $300 calls: +56% and +77%.
$GLW $165 calls: +49%.
$HIMX $20 calls: +640%.
$MRAM commons: +26.5%.
One member…↗
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
Alphatica — $19.8 billion in off-exchange flow. 597 prints ≥$5M. Net: -$2.7B sell.
The lit tape printed +$33.7B net buy today. $MU: +$13.4B with zero sells. $AMD: +$7.5B with zero sells. The…↗
May 8
Alphatica — +$33.7 billion net buy. $MU $13.4B zero sells. $AMD $7.5B zero sells. Record.
This morning the internals showed the deepest cumulative TICK of the series. A/D 0.62x. Volume 0.55x.…↗
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…↗
Alphatica — $INTC Dark Pool data today. (Greater than $5 Million). News was just released. A deal was announced with $AAPL Not a coincidence.
INTC $43,809,987 $ 0 $+43,809,987 https://t.co…↗
May 8
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
Alphatica — -$44.6 billion net sell.
$66.7B in sell blocks. $22.1B in buys. Net flow: -$44.6B. Sell/buy ratio: 3.0 to 1. 8,330 prints.
The largest single-day sell we have recorded since laun…↗
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
Alphatica — +$17.9 billion net buy. $NVDA flipped back to buyer. $QCOM new seller.
$34.5B in buy blocks. $16.6B in sells. Net flow: +$17.9B. Buy/sell ratio: 2.1 to 1. 20,814 prints.
The buye…↗
May 6
unusual_whales — Apple, $AAPL, is now spending more than 10% of its revenue on Research and Development, per CNBC↗
Alphatica — MORNING INTERNALS | 11:04 AM ET
$AMD +16%. Iran deal close. Oil below $101. Breadth is mixed.
Yesterday the tape bought $4.75B in $AMD ahead of earnings. Today the stock is up 16…↗
May 6
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.↗
Alphatica — +$34.8 billion net buy. $AAPL $8.4B. $MU $8.1B. $INTC $4.7B with zero sells.
The rotation scanner showed $SOXX +3.0% today. The tape confirmed it with the most concentrated semico…↗
May 5
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
Alphatica — ROTATION SCANNER | May 5, 2026
Semis explode +3%. Value surges +2.4%. Widest spread of the series.
Leader: $SOXX (Semiconductors) +3.0%
Laggard: $ARKK (Innovation) -2.1%
Spread:…↗
May 5
Alphatica — MORNING INTERNALS | 11:12 AM ET
Nasdaq new all-time high. NYSE leading. Volume still missing.
The Nasdaq hit a new all-time intraday high. S&P +0.70%. Oil pulled back 3% to $103.…↗
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↗
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↗
May 5
Shay Boloor — $AAPL is exploring $INTC as a potential manufacturing partner for its main device processors.
The move would give Apple foundry optionality beyond $TSM and reduce reliance on a si…↗
May 4
Alphatica — -$19.6 billion net sell. $AAPL dumped. $NVDA bought back. The tape split.
This morning: breadth positive, volume negative. Our volatility update at 2 PM flagged breadth breaking.…↗
Shay Boloor — THE BIG 4 MEMORY PLAYERS
As models & agents get more compute-intensive, memory is becoming one of the clearest bottlenecks in the AI stack which is why the Big 4 matter so much he…↗
May 4
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 4
Jukan @COMPUTEX — Morgan Stanley analyst Erik Woodring expects Apple to raise prices by at least $100 across all iPhone 18 models launching in the second half of this year, on a like-for-like config…↗
May 3
amit — Really interesting question below about the future of Berkshire.
Over the weekend, Buffett spoke at the annual shareholder meeting and it was revealed that Berkshire is now sitti…↗
May 3
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 ~4.9x
• $GOOGL ~3.2x
• $PLTR…↗
May 2
Shay Boloor — 2026 WILL BE THE SUMMER OF SPACE
SpaceX now has a 92% implied chance of going public this summer which could become the forcing function for the space trade.
A rumored $2T valuat…↗
Jukan @COMPUTEX — >> AI Demand Drives Inventory Shortages: Apple Raises Mac mini Starting Price by $200
• Apple has raised the starting price of the Mac mini from $599 to $799, reflecting inventory…↗
May 1
Alphatica — -$21.7 billion net sell. The tape split 4 vs 4. The month ends divided.
This morning we showed you Nasdaq +0.97% but breadth at 0.94x. We said the rally was narrow. The tape confi…↗
May 1
Jeff York, PPT — $AAPL today, gapped up to my profit target at the yearly R1 #pivotpoints! 🎯🎉
The BIGGEST reversals happen at the yearly #pivotpoints! ⏬⏫ https://t.co/IYtYdkoWdG↗
May 1
Alex A.C. — From $AAPL
"Memory costs were already higher in the March quarter, and Apple expects ⚠️significantly higher⚠️ memory costs in the June quarter. If the strongest buyer in the worl…↗
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
Jukan @COMPUTEX — Thoughts from Apple’s earnings call:
Memory does not seem to be the bottleneck preventing Apple from shipping products. Rather, it is a cost variable pressuring margins. In contra…↗
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…↗
Shay Boloor — $AAPL Q3 GUIDANCE
• Revenue: 16% vs. Est. 9%
• Gross Margin: 48% vs. Est. 48%
Guidance "comprehends our best view of constrained supply" on iPhone https://t.co/XrSxQbeqjl↗
Apr 30
Alphatica — $34.5 billion in block flow. Net: +$367 million. A coin flip.
The flattest day of the entire series. $17.5B in buys. $17.1B in sells. Net flow: +$367M. Buy/sell ratio: 1.0 to 1.…↗
Apr 30
Jose Najarro Stocks — Lol, so many people just copy and paste earnings metrics without verifying anything. Even these pro analysts
$AAPL sold like 202482340293 more cellphones than expected, it seems…↗
Apr 30
Alphatica — AAPL beat. 13 straight. Stock up slightly.
EPS: $2.01 vs Street $1.94, beat by 3.6%
Revenue: $111.2B vs Street $108.95B, beat by 2.1%
Best March quarter ever. iPhone record. Servi…↗
Apr 30
Shay Boloor — $AAPL Q2 EARNINGS
• Revenue $111.2B vs Est. $108.9B
• EPS $2.01 vs Est. $1.93
• China Sales $20.5B vs Est. $19.5B
• iPhone Sales $57.0B vs Est. $57.2B
• Mac Sales $8.4B vs Est. $8…↗
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
Mo — May seasonality is very clear.
$SPX
Early strength → mid-month chop → expansion into the back half.
$AAPL
Steady bid → consistent grind → strength builds into month end.
$MSFT
C…↗
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…↗
Apr 30
Alphatica — AAPL reports today after the close.
12 straight beats. Record Q1 revenue of $143.8B. 2.5 billion active devices. The biggest company in the world heading into its best seasonal qu…↗
Apr 30
Trade Whisperer — This is why I own $TSM.
TSMC does not pick sides. It collects from all of them.
$MU and $DRAM SK Hynix need it because HBM must be physically bonded to the logic die during the C…↗
Apr 30
Alphatica — MORNING INTERNALS | 10:50 AM ET
The earnings landed. The internals answered.
For three days the internals and the tape told opposite stories. Breadth said sell. The tape kept buy…↗
Apr 30
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
Alphatica — SPX GEX LEVELS: April 30
Yesterday we said one point separated the regime. The Fed gave the market nothing to work with and the structure held.
🚨🚨🚨Tomorrow's expected range: 7…↗
Apr 29
Alphatica — The earnings landed. The tape split. NVDA sold. INTC bought.
MSFT, GOOGL, META, AMZN just reported after the bell. But this tape is from the session, this is how the institutions…↗
Apr 29
Alphatica — QCOM reports today after the close.
45 straight beats. The longest streak in our database. 1/6 on our quality signal. The accounting and the beat pattern are telling opposite stor…↗
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
Alphatica — S&P down 0.49%. The tape bought $33 billion. Read that again.
This morning the internals said sell. Breadth 0.66x. Volume 0.71x. Both aligned to the downside. We said: every time…↗
Apr 28
Shay Boloor — $AAPL is planning a major AI photo-editing overhaul across iOS 27, iPadOS 27 and macOS 27 this fall.
The update would add on-device tools to extend, enhance, reframe and clean up…↗
Apr 28
Shay Boloor — $NVDA CEO Jensen Huang and $AAPL CEO Tim Cook were seen at the White House Tuesday morning.
They were attending a ceremony welcoming the United Kingdom’s King Charles III and Quee…↗
Apr 28
Nick Colas & Jessica Rabe (DataTrek) — 2/3 ...Some names should show better profitability ( $AAPL, $MSFT & $META for 2026), while others face near-term margin pressure ( $GOOG, $AMZN & $META for Q1)...↗
Apr 28
Nick Colas & Jessica Rabe (DataTrek) — 1/3 Five S&P 500 companies worth 24% of the index report this week ( $AAPL, $GOOG, $MSFT, $AMZN & $META). Wall Street analysts’ outlook is mixed, with solid but uneven grow…↗
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…↗
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
Alphatica — $26 billion net buy. MSFT: $8.6B. Reports Wednesday.
This morning the internals said breadth positive, volume absent. The market was waiting.
The tape wasn't.
$71.1B in buy bloc…↗
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…↗
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
Alphatica — MORNING INTERNALS | 11:00 AM ET
The biggest earnings week of the year. The internals are waiting.
Five of the Magnificent Seven report in the next 48 hours. FOMC decides Wednesda…↗
Apr 27
Shay Boloor — OpenAI is reportedly working with $QCOM on an AI-first smartphone targeted for 2028 mass production.
The idea is to compete with the $AAPL iPhone by replacing app grids with agent…↗
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
Trade Whisperer — @KiroIkigai The entire AI ecosystem is dependent on TSMC. Especially the fabless folks, $AMD $NVDIA $QCOM $AAPL $TSLA ... the entire stock market goes down.↗
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
Jukan @COMPUTEX — According to Ming-Chi Kuo, OpenAI is reportedly entering the smartphone market. Would this be a negative for $AAPL?↗
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…↗
Shay Boloor — $ARM is up ~4% overnight to a new all-time high.
I own a position in the family portfolio because I think the market is still underpricing the CPU bottleneck as AI shifts toward a…↗
Apr 26
Alphatica — Last week our earnings model covered 9 names. Called 7 correctly. Nailed $NFLX revenue to the decimal. Owned the misses publicly.
Next week is bigger.
$GOOGL. $MSFT. $META. $AMZN…↗
Apr 26
Shay Boloor — $AAPL CEO John Ternus told employees Apple is doubling down on Services saying there is “so much more opportunity” across segment.
He pointed to Apple Pay, Music, Podcasts & T…↗
Apr 26
Alphatica — "Hedge funds are dumping tech" is the narrative this week.
We ran the public tape. 400 tech names. 12 weeks of FINRA short volume data. Decomposed by subsector.
The data tells a…↗
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
Jukan @COMPUTEX — "Apple to Become World's #3 Notebook Vendor This Year"... Driven by MacBook Neo and Unified Memory Architecture
Apple is projected to overtake Dell to claim the #3 spot in global…↗
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
Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK
• Monday | $AMKR, $CDNS
• Tuesday | $HOOD, $SPOT, $GLW, $BE, $ENPH
• Wednesday | $AMZN, $MSFT, $META, $GOOGL, $QCOM, $SOFI, $LMND, $KLAC,…↗
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
Alphatica — $65 billion net. HUGE day.
This morning we showed you the divergence, breadth negative at 0.87x, but volume positive at 1.51x. We said: "More stocks are red. But the money is gree…↗
Apr 24
Lando — @DeepValueBagger @daniel_koss DVB I like a lot of your work, but the engagement farming comment was justified. It’s unfortunate that that’s what X is, and I’m aware that this post…↗
Apr 24
Shay Boloor — The combined market cap of the top five companies is nearly $20 trillion:
1. $NVDA ~$5.1 trillion
2. $GOOGL ~$4.1 trillion
3. $AAPL ~$4.0 trillion
4. $MSFT ~$3.1 trillion
5. $AMZ…↗
Apr 24
Alphatica — MORNING INTERNALS | 11:43 AM ET
More stocks are red. But the money is green.
Intel surged 19% after hours on a beat and raised guidance. Semis are on a 17-day winning streak. Tru…↗
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 24
Alphatica — "Only 7 stocks are carrying the market. That's unhealthy. We're due for a correction."
Half of FinTwit has posted some version of this in the last two weeks.
22 years. 5,696 tra…↗
Apr 23
Alphatica — −$5.7 billion net sell. Second straight day. One buyer left.
Tuesday: −$49.5B. Wednesday: +$29B bounce. Thursday: −$5.7B.
Two of the last three sessions are net sell. The tape is…↗
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
Shay Boloor — Tim Cook and Steve Jobs each spent about 3,600 days as Apple CEO and $AAPL rose more than 1,000% under both.
One built the product. One built the ecosystem. https://t.co/w1Q8X4wRG…↗
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 23
Jukan @COMPUTEX — Apple Forecast as Sole Notebook Shipment Grower This Year at '21.7%'...Overcoming Memory Price Hikes
Market research firm Sigmaintell announced on the 22nd that Apple will be the…↗
Apr 22
Alphatica — Yesterday: −$49.5 billion sell. Today: +$29 billion buy.
The tape flipped back in 24 hours. Again.
$60.8B in buy blocks. $31.8B in sells. Net flow: +$29.0B. Buy/sell ratio: 1.9 t…↗
Apr 22
Shay Boloor — A couple weeks ago I initiated a position in the family portfolio in $ARM because I thought the CPU bottleneck was being badly underappreciated as AI shifts toward agentic systems…↗
Apr 22
Mo — $AAPL
Price is sitting right in the decision zone between expansion and continuation of the triangulation.
If this is real strength, we should see a push through 280–288 and star…↗
Apr 22
tae kim — Stock reactions to major executive transition announcements $NFLX $AAPL https://t.co/f67f7hElY6↗
Apr 22
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
Nvidia $NVDA – 1.75M contracts
Tesla $TSLA – 1.19M contracts
Apple $AAPL – 1.14M contracts
Microsoft $MSFT – 805K contracts
Amaz…↗
Apr 21
Alphatica — −$49.5 billion net sell. The tape flipped.
This morning the internals broke: A/D 0.58x, every exchange red, every metric distribution. We said: take this as seriously on the way d…↗
Apr 21
Shay Boloor — Incoming $AAPL CEO John Ternus told employees he is “especially excited” to step into the role now because Apple is “about to change the world once again.”
He said AI creates almo…↗
Apr 21
Jeff York, PPT — @stoxkcharts Hey Mike, $AAPL ran into resistance at the Qrtly FR1 #pivotpoint and trendline. The QP should be support around $259. https://t.co/xqbpwide8H↗
Apr 21
Nick Colas & Jessica Rabe (DataTrek) — 1/2 History suggests US Big Tech is oversold relative to the S&P & will likely outperform over the next 3-4 months. $NVDA, $META, $AMZN & $GOOG are emerging as near-ter…↗
Apr 21
tae kim — Don't think this works in the modern world for a mega-cap CEO, but we'll see. $AAPL
WSJ: "Ask anyone from Apple what they think of Ternus, and they all say the same thing: He’s a…↗
amit — DAILY RECAP FOR THE STOCK MARKET.
APRIL 20TH, 2026.
Today's recap focuses on how strong the recent rally has been, updates on Trump and Iran, Tim Cook stepping down from $AAPL,…↗
Apr 21
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
1. Tesla $TSLA – 3.43M contracts
2. Nvidia $NVDA – 2.46M contracts
3. Apple $AAPL – 1.41M contracts
4. Netflix $NFLX – 875K cont…↗
Apr 21
Jerry Capital — I've been psychologically short $AAPL for 14 years, but I think imma end up being right.↗
Apr 20
Shay Boloor — If you put $10K into $AAPL when Tim Cook took over then you’re sitting on well over $240K now.
Turns out the so-called boring guy knew exactly what he was doing. https://t.co/McIl…↗
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 20
Shay Boloor — TIM COOK TO STEP DOWN AS $AAPL CEO
John Ternus will succeed him as CEO while Cook becomes executive chairman of Apple’s board of directors. https://t.co/UGAzq29nAb↗
Apr 20
amit — AFTERHOURS:
$AAPL: CEO TIM COOK TO STEP DOWN BY END OF SUMMER
$AMZN: AMAZON WILL INVEST $5B INTO ANTHROPIC TODAY WITH UP TO $20B MORE PENDING
Apple moving into a new era, Amazon…↗
Apr 20
Alphatica — $14 billion net buy. Two names flipped. One new arrival.
This morning the internals said positive despite the ship seizure. The tape confirmed: still net buy. But the rotation und…↗
Apr 20
Nick Colas & Jessica Rabe (DataTrek) — 1/2 While US Big Tech should post better earnings growth in Q1/2026 than the “S&P 493”, that edge disappears w/out $NVDA. But estimates for the “Mag 6” are all over the map. $T…↗
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 16
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
1. Tesla $TSLA – 2.62M contracts
2. Nvidia $NVDA – 2.26M contracts
3. AMD $AMD – 1.33M contracts
4. Netflix $NFLX – 1.32M contra…↗
Apr 16
Alphatica — $32 billion net buy. But one name got sold hard.
This morning we showed you the internals diverging, breadth positive, volume weak. We said to watch the tape for the answer.
Here…↗
Apr 16
Shay Boloor — Perplexity just launched Personal Computer which is a new tool in the $AAPL Mac app that securely works across your local files, browser, & native apps like iMessage, Mail &…↗
Apr 15
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
1. Tesla $TSLA – 5.7M contracts
2. Nvidia $NVDA – 3.6M contracts
3. Microsoft $MSFT – 1.56M contracts
4. Apple $AAPL – 1.50M con…↗
Apr 15
Alphatica — $56 billion net buy. Every mega-cap bought. Not one seller on the tape.
This morning we showed you breadth cooling, A/D 1.07x, NYSE flat, rally narrowing. The institutions didn't…↗
Apr 15
Shay Boloor — Great to be featured on MarketWatch today discussing $AMZN ~$12B deal to acquire $GSAT.
Amazon Leo looks less like a Starlink copy and more like a connectivity platform with AWS u…↗
Apr 15
Jukan @COMPUTEX — iPad Air to Switch to OLED in 2027… Samsung Display to Begin Mass Production as Early as Year-End
Apple will transition the display of next year's iPad Air to OLED. Following the…↗
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
Shay Boloor — $NKE just saw two notable insider-style buys.
Nike CEO Elliott Hill bought about $1M of stock and $AAPL CEO Tim Cook bought ~$1.1M at about $42. https://t.co/Fvq2A4VgJj↗
Apr 14
Shay Boloor — $AMZN and $AAPL have signed an agreement to use Amazon’s LEO network for satellite features across iPhone and Apple Watch.
That support is expected to include services like Emerge…↗
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 13
Jukan @COMPUTEX — Apple raises MacBook Neo production target to 10 million units.
$AAPL https://t.co/vonOo8CdLG↗
Apr 13
Jukan @COMPUTEX — Gartner: "Q1 PC Shipments Up 4% YoY… Driven by Inventory Build"
Global PC shipments rose 4% year-over-year in Q1.
Market research firm Gartner announced on the 13th that Q1 PC sh…↗
Apr 10
Alphatica — Anomaly Obituary: The Overnight Drift Is Dead.
We studied 22 years of S&P 500 data across 500 stocks and split every trading day into two sessions: close-to-open (prior day's 4 PM…↗
Apr 9
Jukan @COMPUTEX — Samsung Electronics Mobile: Q2 Is the 'Real Crunch'… Concerns Over a Swing to Operating Loss
Samsung Electronics' Mobile eXperience (MX) division posted better-than-expected profi…↗
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
Shay Boloor — Anthropic has launched Project Glasswing which is a new cybersecurity initiative powered by Claude Mythos Preview to help secure critical software.
It is partnering with companies…↗
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
Alphatica — AAPL WHAT HAPPENS NEXT
Apple just hit its lowest level since January. Down ~5% on foldable iPhone engineering setbacks and weak App Store data. Trading around $247.
Here's what t…↗
Apr 7
Shay Boloor — $AAPL is down over 4% today as engineering issues with its first foldable iPhone could delay mass production. https://t.co/YChxp4R7dL↗
Apr 7
Jukan @COMPUTEX — Exclusive: Samsung Electro-Mechanics Supplies Glass Substrate Samples to Apple
Samsung Electro-Mechanics has supplied semiconductor glass substrate samples to Apple. Following cus…↗
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 6
amit — What if $AAPL is actually one of the best AI plays? https://t.co/9r1VCePn5e↗
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 3
Shay Boloor — A $2T SpaceX would instantly become the world’s sixth-largest public company:
1. $NVDA ~$4.3T
2. $AAPL ~$3.8T
3. $GOOGL ~$3.6T
4. $MSFT ~$2.8T
5. $AMZN ~$2.3T
6. SpaceX ($2T)*…↗
Apr 2
CK Capital — $AMZN just is going to pay $9 billion for $GSAT.
A company doing $272 million in annual revenue.
Basic LEO network. No direct-to-device smartphone technology. $AMZN is buying it…↗
Apr 2
Jukan @COMPUTEX — Want to hear something interesting?
Apple is more aggressive this year than ever before. They're buying up all available mobile DRAM on the market at extremely high prices, even at…↗
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…↗
Shay Boloor — Warren Buffett says he sold $AAPL “too soon” and still views Apple as “better than any business” Berkshire owns outright.
He added that Berkshire made more than $100B on the inves…↗
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
Shay Boloor — 2026 has been brutal for the Mag 7:
• $AAPL -8%
• $NVDA -10%
• $GOOGL -12%
• $AMZN -14%
• $TSLA -20%
• $META -20%
• $MSFT -26% https://t.co/KlSsD8KIYI↗
Mar 30
Trade Whisperer — At some point in the AI revolution, distribution wins everything.
AI will flood the world with content at a scale that makes today look like a prototype. Code. Apps. LLMs. Agents.…↗
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 30
rubicon59 — Actually looking pretty smart of $Apple. Opex to an LLM for intelligence with cost reduction through competition. Apple can even run them on their own datacenters, further red…↗
Mar 28
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
Fabless Chip Designers
• $QCOM mobile, automotive & edge AI chips
• $NVDA AI accelerators & data center GPUs
• $TSLA in-house FSD & Dojo AI training…↗
Mar 28
Trade Whisperer — Magnificent 7: % away from average analyst target price:
$TSLA -18% $AAPL -19% $GOOGL -38% $AMZN -40% $NVDA -60% $MSFT -64% $META -64%
Some are sitting 60%+ below average analyst…↗
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…↗
Mar 27
Dillon Valdez — Megacap Bear Market — How Far From 52-Week Highs?
The "magnificent 7" aren't so magnificent right now.
📉 MSFT -34.1% ($555 → $366)
📉 META -31.2% ($796 → $548)
📉 TSLA -…↗
Mar 27
Serenity — 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…↗
Mar 26
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 26
Shay Boloor — $AAPL is opening up Siri to rival AI assistants in a major strategy shift beyond just ChatGPT.
The move would let Siri tap other chatbot options as Apple broadens its AI approach.…↗
Mar 26
Shay Boloor — The Mag 7 from peak to now:
• $AAPL: -13%
• $NVDA: -16%
• $GOOGL: -17%
• $AMZN: -18%
• $TSLA: -23%
• $META: -25%
• $MSFT: -33%
The best opportunities rarely feel comfortable when…↗
Chris — Top Watch is $AAPL 260c 0DTE Tomorrow at Open↗
Mar 26
Chris — Dealer Edge Focus Mode $AAPL 🍏 https://t.co/tId7baGBYa↗
Mar 25
Alphatica — Mega-cap check:
Only $AAPL is gaining meaningful RS (+0.49).
NVDA, AMZN, MSFT, GOOG, META all flat or losing.
NVDA alone sits on −$857M short dealer gamma. TSLA another −$4…↗
Mar 25
Alphatica — Alphatica Industry Rotation Radar: Top 25 S&P industries, 20 days, as of today's close.
The financials just swept the board. Watch this.
FOUR FINANCIAL INDUSTRIES ARE LEADING. As…↗
Mar 25
Shay Boloor — $AAPL deal with $GOOGL gives it full access to Gemini inside its own data centers.
It also gives Apple the ability to distill that system into smaller models for its own use. http…↗
Shay Boloor — $TSM Arizona Fab 4 is reportedly already fully booked before construction has even begun as $NVDA, $AAPL, $AMD and $QCOM push for more U.S. capacity.
TSMC also projects the Japan,…↗
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
Black Panther Capital — THE GREATEST CAPITAL ROTATION IN HISTORY HASN’T EVEN STARTED.
I know this because of my dad.
He’s 65. Been investing for 35 years.
Classic value investor. P/E ratios. Dividends.…↗
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 19
Alphatica — @FischerKing64 Mercedes literally makes the A-Class and the GLA, both entry-level vehicles designed to get younger buyers into the ecosystem so they eventually buy a C-Class, then…↗
Mar 19
Shay Boloor — $GOOGL has reportedly started privately testing a Gemini app for $AAPL Mac moving closer to a dedicated desktop client.
That would give Google a more direct answer to ChatGPT and…↗
Mar 18
Serenity — @siflower You're correct in saying downstream players typically have more pricing power. $AAPL for example, makes the most for selling the IPhone than Foxconn that assembles it.
H…↗
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 18
unusual_whales — Tim Cook of Apple, $AAPL, is currently visiting China↗
Ben Pouladian — @Scobleizer I was there too.
The reason is that most of Wall Street doesn’t understand what Nvidia really is.
Is it hardware. Is it a semiconductor company. Is it software?
R…↗
InvestmentGuru — $AAPL
Apple CEO Tim Cook Dismisses Retirement Rumors During Television Interview↗
Mar 17
PhotonBull — $SOI (Soitec) was a great find by @aleabitoreddit.
But nobody talks about WHO they're actually selling to.
Big names like Apple, Broadcom, Google, Samsung, Starlink.
These are s…↗
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 14
Ben Pouladian — The Apple Neo is a huge success. Great build quality vs any pc or Chromebook
According to the store manager they have sold out twice in the last 4 days of launch in 2 colors.
N…↗
Mar 14
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $TSLA ~3.5x
• $AAPL ~…↗
Mar 13
Shay Boloor — @VanquishTrader $AAPL stock has shown relative strength this year↗
Paola Rojas 🐝 — This is only the beginning for rare earths.
$AAPL $MP $SGQ
— Tim Cook, @Apple https://t.co/WKSDEGrZaJ↗
Mar 11
Jukan @COMPUTEX — Rumor: The iPhone 18 Pro series is considering reusing some of the previous generation’s tooling, while the overall Dynamic Island display shape and large matrix Face ID design are…↗
Mar 11
Jason Luongo — Berkshire Hathaway's top 10 holdings ranked by portfolio weight:
1. $AAPL - Apple - 21.87%
2. $AXP - American Express - 16.97%
3. $KO - Coca-Cola - 11.51%
4. $BAC - Bank of Americ…↗
Mar 11
Jukan @COMPUTEX — Samsung Secures DRAM Purchase Order from Apple for Foldable Phone
Samsung Electronics has received a purchase order (PO) from Apple for DRAM to be used in its upcoming foldable ph…↗
Mar 10
JC Investing — @jrouldz @grok how long has Dr J Rould owned $AAPL for that gain↗
Mar 9
Shay Boloor — $AAPL has delayed the launch of its smart home display again as it waits for new AI features to be ready.
The device code-named J490 was originally planned for spring 2025 and is…↗
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
Shay Boloor — @VanquishTrader Have to include $AAPL on this list↗
Mar 7
JC Investing — @signulll Kinda makes me bullish on $AAPL↗
Mar 7
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA is the infrastructure layer for the robotics stack where ever humanoid robot from Tesla Optimus to Boston Dynamics At…↗
Mar 5
amit — THE 5 MOST “DIP-BUY” STOCKS THAT RETAIL BOUGHT IN FEBRUARY AS PER JP MORGAN:
$NVDA
$PLTR
$TSLA
$MSFT
$AVGO
How did retail fund these dip buys?
They sold one stock in part…↗
Mar 4
Trade Whisperer — If $NVDA wins, $TSM wins
If $AVGO wins, $TSM wins
If $MU HBM wins, $TSM wins
If $SNDK HBF wins, $TSM wins
If $AMD AI chips win, $TSM wins
If $QCOM silicon win, $TSM wins
If $AAPL s…↗
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…↗
Mar 4
unusual_whales — Apple, $AAPL, has launched a new MacBook, the MacBook Neo.↗
Mar 4
Ben Pouladian — Apple's M5 Fusion Architecture. PCC upgraded to M5.
Qwen3.5-397B at 38 tok/s on M3 Ultra.
Qwen 3.5 2B on iPhone
Three inference layers
One silicon DNA
The moat is real
$A…↗
Mar 2
Nick Colas & Jessica Rabe (DataTrek) — US Big Tech’s aggregate contribution to the S&P 500 went from zero in January to -2.2 percentage points in February. Only $AAPL added a small amount of positive index return la…↗
Mar 2
Shay Boloor — @PolymarketMoney The biggest question for $AAPL investors is whether the iPad Air handling the same Apple Intelligence workloads as the Pro lineup is enough to drive an upgrade cyc…↗
Mar 2
Shay Boloor — $AAPL unveiled the new iPad Air powered by the M4 chip positioning it as an AI-ready device with a faster Neural Engine and higher memory bandwidth.
The 50% RAM increase is aimed…↗
Mar 2
Shay Boloor — $AAPL is reportedly considering $GOOGL cloud infrastructure to power next-gen Siri.
Google winning "preferred cloud provider" status for the largest consumer tech company on earth…↗
Mar 2
Shay Boloor — $AAPL just unveiled the iPhone 17e which is the lowest-priced model in the iPhone 17 lineup.
It launches March 11 starting at $599. https://t.co/v9l2TlVvvZ↗
Mar 1
Mo — Just updated everything to March.
Seasonality is very clear.
$SPX historically firms up mid-to-late March.
The strongest stretch is usually after the 15th.
$NVDA tends to turn h…↗
Trade Whisperer — $MU $EWY $AAPL
Your next iPhone could store your personal data on Chinese-made memory chips. Apple is evaluating YMTC and CXMT for iPhone 18 / MacBooks, not because they're better…↗
Feb 26
Shay Boloor — $AAPL announced that iPhone and iPad are now approved to handle classified NATO information up to the “NATO Restricted” level.
They’re the first and only consumer devices to meet…↗
Feb 25
Antonio Costa — $RUM $AAPL Rumble App Now Includes Rumble Shorts on iPhones Following Apple Approval↗
Feb 25
Jukan @COMPUTEX — Samsung to Use 50% Micron DRAM in Galaxy S26 — Pricing Negotiations a Key Variable
Samsung Electronics has been found to be producing the initial batch of its Galaxy S26 series —…↗
Serenity — @ishkunreborn I like to tell all the people who draw charts that stocks are more about fundamentals and catalysts.
I'm still buying into SK Hynix for example even after the 300%…↗
unusual_whales — Apple’s, $AAPL, CEO Tim Cook has said the company plans to continue the annual increase of its dividend, per Bloomberg↗
Feb 24
unusual_whales — Tim Cook of $AAPL was told by the CIA that China would move on Taiwan by 2027, per MacRumors↗
Feb 24
Chris — Dealer Positioning on $AAPL 🍏 https://t.co/CiSj8fyyLl↗
Feb 24
unusual_whales — JUST IN: Apple, $AAPL, says it’s on track to purchase over 100 million advanced chips produced by Taiwan Semiconductor at its Arizona plant↗
Feb 24
Shay Boloor — $AAPL says it’s on pace to purchase over 100M advanced chips from $TSM Arizona facility.
Another data point in the shift toward U.S.-based semiconductor manufacturing. https://t.c…↗
Feb 24
Shay Boloor — $AAPL plans to begin producing some Mac mini units in Houston at a Foxconn facility in 2026.
This marks the first time Mac mini production will take place in the U.S. https://t.co…↗
Feb 24
Serenity — @arstr9876 Yeah it’s forward p/e is like 4 at a $500b mc. sk hynix is projected to do $160B operating income next year, which is more than $AAPL ($3.8T company)↗
Antonio Costa — $NVDA $AAPL 5 seconds b4 the close 🤔 https://t.co/bwfS6as7bh↗
Feb 23
Shay Boloor — @VanquishTrader Does anyone really want these type of $AAPL phones..↗
Feb 23
Serenity — @AntoineLavenant It’s the South Korea index not some random meme stock.
SK Hynix was a $400B company last week and projected to make more than $AAPL next year. So I think there’s…↗
Feb 23
Jukan @COMPUTEX — iPhone 18 Series Shipments to Drop 20% YoY This Year
Apple plans to ship 20% fewer iPhone 18 series units this year compared to the previous generation, as the launch of the stand…↗
Serenity — @LarryVasqu99365 Not really, Gemini is just very confidently wrong. I tried asking it similar questions just now and they were super off.
Basically reason it's a straight line up…↗
CK Capital — Me watching TV in 2027 and the $AAPL x $ASTS commercial pops ups and i open my port to $550 a share https://t.co/II6wSNUNL9↗
Feb 21
Serenity — The Telegraph put out a new piece today about Raspberry Pi ( $RPI )
While I appreciate being called an "AI Nerd"...
I don't understand why they all in common try and frame Raspb…↗
Feb 21
Shay Boloor — THE GREAT AI BUILDOUT
We’re at the start of the largest physical infrastructure buildout of modern history. Since 2020, big tech has already spent over $1.2T in cumulative CapEx b…↗
Feb 20
Black Panther Capital — 👀 Nothing to see here. Move on…
$IREN total revenue growth: 168%
$NVDA peak annual total revenue growth: 126% (FY2024)
$TSLA peak annual total revenue growth: 83% (2018)
$PLT…↗
Serenity — The Financial Times piece on $RPI seems disingenuous.
Especially the framing of "Raspberry Pi" as a Meme stock.
1. There's been 0 mentions about shorts
2. It's completely unr…↗
Feb 18
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…↗
InvestmentGuru — Warren Buffett's Berkshire Hathaway announces it sold 77% of its Amazon, $AMZN, stake in Q4 2025, worth $1.7 billion.
Buffett also sold $2.7 billion of $AAPL Apple last quarter.↗
Feb 18
Serenity — @Baltachi_com I'd say the two biggest beneficiaries of the OpenClaw trade is actually Minimax (HKG: 0100) and $RPI, which are both up ~60% together.
The rest like $AAPL are a bi…↗
Feb 17
Midas — Peter Thiel sold everything in Q4 2025.
He sold $TSLA $AAPL $MSFT
Are you bearish or bullish for 2026? https://t.co/Fz1fh9L5LR↗
Feb 17
Serenity — Glad my $RPI x OpenClaw 🦞thesis made it to Reuters.
Raspberry Pi’s cheap educational boards had a TAM expansion overnight.
As they’ve become the cheaper standard for AI Agent Or…↗
Feb 17
unusual_whales — JUST IN: Apple, $AAPL, is ramping up work a trio of AI wearables: Smart Glasses, AirPods with Cameras, and a Pendant that can be worn as a necklace or pinned to clothes, per Bloomb…↗
Feb 17
Tradable Astronaut — $AAPL *sigh*
Idea was there, I have been trading this in and out recently.
Kept a bit too tight of a stop loss, since close exp. Contracts went a few hundred %
A part of trading…↗
Feb 17
Ben Pouladian — 397B parameters running locally on a Mac.
Not a data center.
A Mac.
Apple’s unified memory architecture is quietly becoming one of the most important AI infrastructure storie…↗
Feb 17
Jukan @COMPUTEX — According to Chinese local media reports, Apple is reportedly exploring partnerships with Chinese memory chip manufacturers YMTC and CXMT.
It has even been reported that Apple has…↗
Feb 17
Serenity — @AlwaysBeThinkin Going back to this post you were the closest by guessing $AAPL!↗
Feb 17
Serenity — @Cheva28789724 Appreciate it! It's only been one day with $RPI but we'll see how my thesis regarding Raspberry Pi hoarding for OpenClaw use cases gets priced in.
My guess is that…↗
Feb 17
Serenity — @ravi_chander My bad that's embarrassing. Thanks for the correction on $AAPL. I messed up the Qualcomm ticker the other day too.↗
Feb 17
Jason Luongo — Here are the largest companies in the world ranked by revenue:
1. $AMZN Amazon - $717B
2. $WMT Walmart - $681B
3. Saudi Aramco - $449B
4. $UNH UnitedHealth - $448B
5. $AAPL Apple…↗
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…↗
Feb 16
Black Panther Capital — 👀The ONLY watchlist you need for 2026.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save th…↗
Feb 16
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $TSLA ~3.8x
• $PLTR ~…↗
Feb 15
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…↗
Feb 15
Shay Boloor — MAG 7 EXPECTED REVENUE OVER THE NEXT 3 YEARS
• $AMZN ~$2.7T
• $GOOGL ~$1.6T
• $AAPL ~$1.5T
• $NVDA ~$1.2T
• $MSFT ~$1.2T
• $META ~$890B
• $TSLA ~$365B↗
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #30
Daniel & I dove into four big themes:
• Our take on Michael Burry’s short on $PLTR
• Software check-in: $NOW, $MDB, $SNOW, $ADBE, $MNDY, $RBRK…↗
Feb 14
Jukan @COMPUTEX — Rumor: Apple has agreed to Kioxia’s terms to double NAND unit prices starting in the January–March quarter, with pricing to be adjusted on a quarterly basis thereafter.
$AAPL↗
Feb 13
Jason Luongo — $2.5 trillion in market cap has been erased from the Mag 7.
$GOOG - $349 ATH -> $306 today
$AAPL - $289 ATH -> $260 today
$NVDA - $212 ATH -> $182 today
$MSFT - $555 ATH -> $401 t…↗
Feb 13
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 9AM EST covering:
• Earnings reactions: $HOOD, $NET, $APP, $NBIS, $ALAB, $AMAT, $ANET, $OSCR
• Software check-in:…↗
Mo — Russell Top 50 - Weekly Rotation Snapshot
Leadership = Value + defensives.
Leading:
$XOM $CVX $WMT $MRK $JNJ $GS $CAT $TXN
MAG 7 status:
$MSFT $NVDA $AMZN lagging
$AAPL $GOOGL $T…↗
Feb 12
Shay Boloor — $AAPL down over 5% today and on pace for its biggest one-day drop in 10 months https://t.co/F47F0TZW3V↗
Feb 12
Shay Boloor — @PolymarketMoney Surprisingly China was one of the stronger parts of $AAPL recent earnings↗
Feb 12
amit — $HOOD
For the first time in four years, $GME is now NOT part of the top 10 investments on Robinhood.
Robinhood releases an investor index that shows the top 10 names owned acros…↗
Feb 11
Shay Boloor — $ASML EUV tools print features as small as ~13nm making them essential for manufacturing AI chips.
Every chip like $NVDA Blackwell, $AMD MI300, $AAPL M4, $GOOGL TPU & $AMZN Tr…↗
Feb 11
unusual_whales — Another few thousand of the $AAPL 300 strike calls expiring in April traded today.
Track open interest on these contracts tomorrow with a push notification via the mobile app: htt…↗
Feb 11
Jeff York, PPT — $AAPL my profit target is at the 2026 yearly #fibonacci R1 #pivotpoint(YFR1) around $289! 🎯
The YP to YFR1 #pivotpoints will be a textbook pivot price pattern(PPP) trade @Pivotal…↗
Feb 10
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 10
Leandro — Just published this!
$AMZN $GOOG $MSFT $META $AAPL https://t.co/UAg6JbvRCO↗
unusual_whales — Nearly 22,000 of the $AAPL 300c 4/17 traded at $2.68 average premium today.
Can $AAPL push past 2025 Q4 all time highs?
Create a custom alert to get a premarket push notificatio…↗
Shay Boloor — $AAPL CEO Tim Cook told employees the company is “all in” on AI by baking Apple Intelligence into every product & using its 2.5B+ devices as the distribution advantage.
A more pe…↗
Feb 8
Jukan @COMPUTEX — Is it believable that Apple has already broken out of the “Others” category and climbed to 5th place in the Indian market?
Unlike Samsung, Apple didn’t collapse in China, and it h…↗
Feb 7
Black Panther Capital — 7 generational wealth opportunities in 2026:
Buying $CIFR now is like $AAPL at $75.
Buying $OSS now is like $AMZN at $75.
Buying $IREN now is like $NVDA at $50.
Buying $RKBL now i…↗
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.…↗
Feb 6
unusual_whales — The community page displays options contracts that have been posted in the subscriber only channels of the UW Discord: https://t.co/1JNDGTqZYY
Community page:
https://t.co/hnfCUw…↗
Feb 6
Shay Boloor — Hard to argue anyone has had a better start to 2026 than $NVDA.
2026 CapEx:
• $AMZN: $200B
• $GOOGL: $180B
• $META: $125B
• $MSFT: $118B
• $TSLA: $20B
• $AAPL: $13B https://t.co…↗
Feb 6
Jason Luongo — Forecasted AI capex for 2026:
$AMZN Amazon - $200 Billion
$GOOGL Google - $180 Billion
$META Meta Platforms - $125 Billion
$MSFT Microsoft - $117.5 Billion
$TSLA Tesla - $20 Billi…↗
unusual_whales — To get updates on $AAPL and $GOOGL, you can subscribe to Unusual Whales.
Get stock, news and options info.
See more: https://t.co/ZqupDAkiiR↗
Feb 5
The AI Investor — AMAZON SEES 2026 CAPEX ~$200B vs EST. $146.11B
Looks like Capex will be spent on buying iPhone for employees based on $NVDA and $AAPL stock price movements in the past week!↗
Feb 5
Jukan @COMPUTEX — @zephyr_z9 Would it be a major blow to $AAPL?↗
Feb 4
Ben Pouladian — Google just confirmed Apple chose them as “preferred cloud provider.”
Translation: Apple gets AI inference at scale without building datacenters. Google gets… a logo and compresse…↗
Feb 4
Mo — MAG7 isn’t one trade - it’s 7 different rotations.
$AAPL + $GOOGL = defensive relative strength, grinding
$TSLA = weak → trying to stabilize
$NVDA = losing momentum after leadersh…↗
Feb 4
unusual_whales — Apple, $AAPL, has chosen Google, $GOOGL, cloud has preferred cloud provider.↗
Tradable Astronaut — $AAPL $248 to $277 in a little over a week
market dumped and @Apple pumped🚀🚀🚀 https://t.co/Wm1fZ51NVx↗
Feb 4
Ben Pouladian — Google builds the model.
Apple owns the endpoint.
The Gemini-Siri deal is the search deal all over again Google pays for distribution, Apple gets paid to distribute.
2.2B dev…↗
Feb 4
Tradable Astronaut — $AAPL $275 and up 2% in a sea of red
Hope that helped https://t.co/wXGAVuVdRd↗
unusual_whales — Apple, $AAPL, in the last two days has been up.
Numerous option traders noted unusual flow in Apple, such as these $270 calls expiring on Feb 13.
They hit a new high of the day.…↗
Feb 3
Mo — @98_tennis @Optuma $AAPL Here you go https://t.co/HgaoyMrcd0↗
Feb 3
Shay Boloor — @PolymarketMoney Nobody has more to gain from on-device inference than $AAPL↗
Feb 3
Shay Boloor — @VanquishTrader $AAPL clearly betting that which model matters less than where the model runs↗
Feb 3
Shay Boloor — $AAPL is adding Anthropic and OpenAI agents to its Xcode coding platform.
The move brings AI-powered coding assistance directly into Apple’s core developer tools. https://t.co/P9n…↗
Feb 2
Nick Colas & Jessica Rabe (DataTrek) — Tech posted a small loss in January (-0.1%), thanks entirely to $MSFT (-11.0 pct) and $AAPL (-4.6%). Without MSFT and AAPL, large cap Tech would have been up +1.6%.↗
Feb 2
Tradable Astronaut — $AAPL was the only trade idea
1/1 on the week , with Apple being at $270 & +4% on the day! 💰
Join us @ https://t.co/7wVMAFWiMx ! https://t.co/hzFmMQMiIx↗
Feb 2
Shay Boloor — @LeverageShares $AAPL China beat was the most impressive part for me↗
Feb 2
Nick Colas & Jessica Rabe (DataTrek) — US Big Tech stock performance had no net effect on the S&P 500 in Jan. $AAPL, $MSFT & $TSLA cost the index -1.0 percentage point last month. Without them, the S&P 500 w…↗
Ben Pouladian — Last week I wrote about Apple’s unified memory moat for edge AI.
The missing piece? A scale-up fabric to cluster nodes. @digitalix is already doing it RDMA across Mac Studios wit…↗
Feb 1
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…↗
Feb 1
Black Panther Capital — I’m sitting at McDonald’s.
Suddenly all @investingluc social arbitrage post hit me.
Cup in hand. Straw in. No lid.
Nobody complains. Nobody notices. They drink it anyway.
At fi…↗
Feb 1
Alphatica — @KobeissiLetter And it's printing in the earnings. $V, $MA, $AAPL all beat this week - premium consumer names posting records. Loose financial conditions flow straight to asset own…↗
InvestmentGuru — $AAPL, $GOOG , $MSFT, $META, and $SHOP could bounce strongly if the broader market recovers .↗
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 30
TheValueist — $AAPL EXECUTIVE CALL SUMMARY: (Apple Inc 01/30/26)
Apple reported fiscal Q1 2026 results for the quarter ended 12/27/25 characterized by an unusually strong iPhone-driven revenue…↗
Jan 29
Ben Pouladian — Apple crushed Q1 $144B revenue, $85B iPhone, $25.5B China
But Cook admitted they’re in “supply chase mode” on memory with rising costs and no visibility past Q2
Don’t count him o…↗
Jan 29
Shay Boloor — Tim Cook says $AAPL is supply-constrained because $TSM leading-edge node capacity is tight limiting how many advanced SoCs it can build despite strong demand.
At the same time, ri…↗
Jan 29
Jeff York, PPT — $AAPL big bounce off the Yearly #pivotpoint (YP) to the Qrtly #pivotpoint (QP)! 🎯 😎 https://t.co/vJv9PcAYfW↗
Jan 29
amit — $AAPL
APPLE ABSOLUTELY SMASHES EARNINGS
- EPS $2.84, EST. $2.68
- REV. $143.76B, EST. $138.4B
- CHINA REV. $25.53B, EST. $21.82B
best quarter in over 3 years...market needed…↗
Jan 29
Shay Boloor — Interesting that $AAPL biggest weakness this quarter came from the Americas which missed estimates by ~$400M ($58.5B vs. $59.1B).↗
Shay Boloor — $AAPL Q1 EARNINGS
• Sales $143.8B vs Est. $138.1B
• EPS $2.84 vs Est. $2.66
• China Sales $25.5B vs Est. $21.3B
• iPhone Sales $85.3B vs Est. $78.3B https://t.co/kj5by1Pt5y↗
Jan 29
unusual_whales — BREAKING: Apple, $AAPL, earnings:
- EPS: $2.84, est: $2.67
- Revenue: $143.7 billion, est: $138.5 billion↗
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…↗
Jan 29
Shay Boloor — $AAPL is acquiring audio startup QAI in a rare $2B deal.
Apple rarely buys at this scale and doing so for an audio company points to physical AI use cases where sound, spatial awa…↗
Jan 29
unusual_whales — Apple, $AAPL, has just made one of its largest acquisitions ever, close to $2 billion for an Israeli stealth startup called qAI↗
Jan 29
Antonio Costa — $AAPL Apple buys Israeli start-up Q AI as it races Meta and Google on AI devices - Financial Times https://t.co/HGUPAwvQHT↗
Jan 29
Mike Investing — 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…↗
Jan 28
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↗
InvestmentGuru — $AAPL and $META are showing solid strength heading into earnings — price action remains constructive, signaling confidence going into the reports.↗
Jan 27
Jukan @COMPUTEX — Just in: Samsung and SK hynix significantly raised LPDDR prices for Apple — Samsung by 80% QoQ, and SK hynix by 100% QoQ.
$AAPL↗
Jan 26
JC Investing — @loveleesfinance Portfolio B all day long would much rather $BTC instead of $AAPL though↗
Jan 26
Antonio Costa — $AAPL impressive net call premium today https://t.co/dAc33dfFHA↗
Tradable Astronaut — So now everyone is talking about $AAPL https://t.co/h7PJY5DkwV↗
Jan 26
unusual_whales — BREAKING: Nancy Pelosi disclosed roughly $69 million in new stock transactions, highlighted by a $50 million sale of Apple, $AAPL.
Notable sales:
•$50M of Apple, $AAPL
•$5M of Nvi…↗
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 26
amit — NANCY PELOSI'S LATEST FINANCIAL DISCLOSURE WAS RELEASED TODAY.
She bought shares via exercising deep ITM call options on:
$GOOGL 5000 shares
$AMZN 5000 shares
$NVDA 5000 share…↗
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 25
Black Panther Capital — 🚨 WE’RE NOT BULLISH ENOUGH!
56% of my portfolio is in $IREN, $CIFR, $NBIS, $TE = AI/HPC, GRID & ENERGY.
Spend 45 seconds watching this clip, and you’ll know why.
1. $CIFR has a…↗
Jan 25
Shay Boloor — $AAPL is reportedly less than a month away from releasing a new AI update for Siri powered by $GOOGL Gemini.
The update would integrate Gemini directly into Siri’s responses https…↗
Jan 25
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
The AI Brain
• $NVDA data center & AI accelerators
• $META custom inference silicon for AI
• $MSFT AI acceleration silicon for Azure
• $QCOM mobile,…↗
Jan 24
Tradable Astronaut — Down to 10 Spots left !
Use code LOYAL to join! Exciting things are coming👀
https://t.co/TM0nZ5xjh3
$SPY l $QQQ l $AMZN l $AAPL l $MSFT↗
Jan 24
Tradable Astronaut — $AAPL RSI ridiculously low
At fib supports, if there was a spot for a bounce/interim bottom it is here.$248 for reference. SL below weekly low https://t.co/2R80lSBm5w↗
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 24
Tradable Astronaut — 30 likes for an $AAPL chart 👀
You have until Sunday https://t.co/e2uQTOWHuz↗
Jan 23
TheValueist — I wonder if this will have a meaningful impact on $AAPL in any way.
$NVDA↗
Shay Boloor — NEXT WEEK MARKS THE HARD LAUNCH OF EARNINGS SEASON
Tuesday | $UNH, $BA, $TXN, $NXT
Wednesday | $TSLA, $MSFT, $META, $NOW, $ASML, $IBM, $LRCX
Thursday | $AAPL, $V, $KLAC, $SNDK,…↗
Jan 23
Shay Boloor — Wild that $NVDA is still growing faster than $AMZN, $GOOGL, $MSFT & $AAPL combined 👀↗
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 23
Shay Boloor — First look at Mag 7 earnings estimates as reporting kicks off next week.
$TSLA, $MSFT, $META, $AAPL, $GOOGL, $AMZN, $NVDA https://t.co/L4YDTTsj4r↗
unusual_whales — Apple’s, $AAPL, Tim Cook is not expected to step down as CEO any time soon, per Bloomberg↗
Jan 22
Ben Pouladian — Checked the lost and found at my daughter’s rec center looking for her iPhone
Found a drawer full of Android phones
Nobody came back for them.
The market has spoken
$aapl Apple…↗
Jan 22
The AI Investor — Over the last 12 months, the two best-performing mega-cap tech giants are:
1) $GOOGL: +66.46%
2) $NVDA: +30.21%
The rest of the “basket”:
$AAPL +11.74%
$MSFT +4.41%
$TSLA +1.74…↗
Jan 21
シバイヌおやびん（投資系VTuber） — "Apple $AAPL は、AirTag サイズの AI 搭載ウェアラブルピンを開発中と報じられており、複数のカメラ、スピーカー、マイク、無線充電機能を備えています このデバイスは、2027年にも発売される可能性があります （出典: The Information）"↗
Jan 21
Shay Boloor — $AAPL plans to relaunch Siri as its first true AI chatbot Campos in 2H 2026 with an unveiling expected in June and a September release.
Apple is considering running Campos on $GOO…↗
Jukan @COMPUTEX — Rumor: Apple is no longer TSMC’s largest customer, prompting C.C. Wei to personally visit Apple’s headquarters to demand that it accept the biggest price increase in years. It’s al…↗
Jan 20
Jeff York, PPT — Per my $AAPL plan posted here on Jan. 6th! 🎯
The 2025 YR1 #pivotpoint to the 2026 Yearly Pivot = textbook trade @PivotalPivots! 📚 https://t.co/i4GS7gC5bX↗
Jan 20
Shay Boloor — Ownership is starting to matter more than access in the AI economy.
The market is clearly rewarding companies that own AI compute like $NVDA & $GOOGL while separating them fro…↗
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 19
Shay Boloor — @PolymarketMoney Whoever controls the interface layer between humans and models will be a major AI winner so hopefully this pushes $AAPL to step up.↗
Jan 19
Shay Boloor — 10 BIGGEST MOATS IN THE AI ECONOMY
1. $NVDA controls the full-stack AI compute layer from CUDA to Blackwell with 90%+ data center GPU share while inference growth, sovereign AI bu…↗
Jan 19
amit — @RajAgra42186268 $AAPL https://t.co/wVdFxcroC4↗
Jan 19
Shay Boloor — Microsoft has more cash on hand than any tech company in the world.
This gives it the most flexibility to fund multi-year AI capex & lock in power & infrastructure.
• $M…↗
Jan 17
InvestmentGuru — More excitement and fun for 0DTE lovers.
Monday and Wednesday expirations have been approved for a specified set of equities under strict eligibility criteria, beginning listing o…↗
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
Shay Boloor — $TSLA CEO Elon Musk criticized the $AAPL + $GOOGL collaboration calling it an unreasonable concentration of power.
He pointed to Google already controlling Android and Chrome arg…↗
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 12
Ben Pouladian — Apple chose Google for Siri. The TPU alliance is real.
But look at the GPU side: Meta, OpenAI, Microsoft, xAI, every frontier lab.
The teams trying to escape NVIDIA dependency ar…↗
Jan 12
unusual_whales — NEWS: Apple, $AAPL, is teaming up with Google, $GOOGL, to use Gemini models for an AI-powered Siri, per CNBC↗
Jan 12
Shay Boloor — A recent leak shows OpenAI building an always-on, on-body AI device called “Sweatpea” designed to capture intent & execute actions without an iPhone.
That’s why Sam Altman see…↗
Jan 12
amit — $GOOGL $AAPL
APPLE OFFICIALLY PICKS GOOGLE'S GEMINI TO POWER A NEW VERSION OF SIRI COMING LATER THIS YEAR.
Google: "After careful evaluation, Apple determined that Google's Al t…↗
Jan 12
Shay Boloor — $AAPL picks $GOOGL Gemini to power an AI-enhanced version of Siri later this year.
That puts Google’s AI inside one of the largest consumer platforms in the world as the stock jus…↗
Jan 12
Shay Boloor — @PolymarketMoney This places $GOOGL Gemini inside $AAPL ecosystem which instantly scaling it across one of the largest consumer platforms in the world↗
Jan 11
Shay Boloor — $TSM PROJECTED 2026 REVENUE MIX
• $NVDA ~20% now the single largest named customer as AI training & inference soak up marginal wafer supply
• $AAPL ~16% still massive volume but n…↗
Jan 11
Shay Boloor — $MU just announced the largest semiconductor manufacturing facility in U.S. history with a $100B advanced memory megafab in New York.
Memory is only one layer, so here’s what AI o…↗
Jan 11
unusual_whales — To get $AAPL related news and content, subscribe to Unusual Whales.
See more: https://t.co/ZqupDAkQ8p↗
Jan 10
Shay Boloor — Value today of $10,000 invested in Mag 7 stocks since ChatGPT launched:
• $NVDA ~$136,670
• $META ~$69,070
• $GOOGL ~$36,690
• $AMZN ~$25,580
• $MSFT ~$21,560
• $TSLA ~$19,56…↗
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 9
Black Panther Capital — ⚡️JUST IN:
$GOOG is now the second-most valuable company in the world.
1. $NVDA - $4,5T
2. $GOOG - $3,94T
3. $AAPL - $3,82T
4. $MSFT - $3,55T
5. $AMZN - $2,61T
6. $TMSC - $1,64T…↗
Jan 9
The AI Investor — Alphabet has officially overtaken $AAPL as the second-most-valuable company in the world behind only $NVDA.
Can $GOOGL beat $NVDA to be the largest one ?↗
Jan 9
The AI Investor — So every stock is running except 3 of the 4 largest companies $NVDA $MSFT $AAPL↗
Jan 9
Shay Boloor — @PolymarketMoney Welp that was a disappointment for $AAPL shareholders↗
Jan 9
unusual_whales — Apple, $AAPL, CEO Tim Cook "has told senior leaders that he is tired and would like to reduce his workload," per NYT↗
Jan 9
Shay Boloor — $TSM posted Q4 revenue of $33.1B beating the $32.7B estimate & growing ~20% YoY.
Revenue should re-accelerate in 2026 as $NVDA ramps GB200/GB300 & Vera Rubin, alongside ri…↗
Jan 8
Shay Boloor — @VanquishTrader Tomorrow is a big day for $AAPL 👀↗
Jan 8
Shay Boloor — @PolymarketMoney Feels like $AAPL needs some fresh outside talent to lead the ship↗
InvestmentGuru — $GOOG $AAPL
Alphabet Surpasses Apple in Market Capitalization for First Time Since 2019↗
Jan 8
Shay Boloor — $NVDA TO BE THE MOST PROFITABLE TECH COMPANY BY 2027
Profit estimates:
• Nvidia ~$213B
• $GOOGL ~$178B
• $MSFT ~$174B
• $AAPL ~$157B
• $AMZN ~$124B https://t.co/76VX31DZRQ↗
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 7
unusual_whales — JPMorgan $JPM has reached a deal with Goldman Sachs $GS to take over Apple $AAPL credit card program↗
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…↗
Jan 6
Jeff York, PPT — $AAPL in 2025, ran into strong resistance at the Yearly R1 #pivotpoint. 💪
In 2026, I'm looking to cover my shorts around the Yearly(YP) #pivotpoint. 🎯 https://t.co/agFEYxM2yv↗
Jan 6
Jukan @COMPUTEX — Morgan Stanley: Apple has secured sufficient NAND inventory through C1Q26 (1Q 2026) at relatively favorable prices thanks to its deal with KIOXIA. However, with the existing contra…↗
Black Panther Capital — There’s a lot of great CEO’s out there.
Elon, $TSLA
Jensen, $NVDA
Alex, $PLTR
Kaz, $OPEN
Daniel, $IREN
David, $ZETA
But…
Oh boy $AAPL, Steve Jobs, was something special.
Did r…↗
Jan 4
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us:
Space: The Next Strategic Infrastructure Layer
$RKLB, $ASTS, $RDW, $PL
Enterprise AI: From Pilots to Profits
$PLTR, $SNOW, $NOW…↗
Jan 4
Jukan @COMPUTEX — Chinese media reported that Apple has begun a gray test of Apple Intelligence for the China domestic version.
$AAPL https://t.co/FnL0xkXvOG↗
Jan 3
InvestmentGuru — 20 Companies That Can Lead the Market in 2026
Market leadership in 2026 will belong to companies with scale, cash flow, and real AI leverage — not hype.
From $NVDA, $MSFT, $GOOG,…↗
Jan 2
Shay Boloor — @jtgator77 @grok $AAPL would be the winner in this situation↗
Jose Najarro Stocks — $TSM $ASML $NVDA $AAPL $INTC
TSMC kept prices flat for 15 years to corner the market, but now is extracting monopoly rents as EUV complexity creates a massive lead (per SemiAnaly…↗
Dec 28
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $PLTR ~4.6x
• $TSLA ~…↗
Dec 28
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us:
Space:
$RKLB, $ASTS, $RDW, $PL
Enterprise AI:
$PLTR, $SNOW, $MDB, $NOW
Mag 7:
$NVDA, $GOOGL, $MSFT, $META, $AAPL, $TSLA, $AMZN
Po…↗
Dec 27
unusual_whales — In 2025, Meta Platforms $META accounted for three of the six most-downloaded apps on the Apple App Store, while Google $GOOGL owned five of the top ten overall.
Apple $AAPL said C…↗
Dec 27
Shay Boloor — $AAPL Services now generates ~$300M per day.
This is recurring, digital, high-margin revenue layered on top of Apple’s ~2B active devices.
The iPhone, iPad, Mac & wearables c…↗
Dec 26
InvestmentGuru — Large cap is holding better than small cap stocks.
$AVGO
$NVDA
$AMZN
$AAPL
$UNH
$CRWD
$GOOG↗
Dec 24
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 24
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #25
One of our favorite episodes to date since Daniel & I break down our 2026 market predictions:
• Crypto Outlook | $BTC, $ETH, $SOL, $HOOD, $CO…↗
Dec 24
InvestmentGuru — $AAPL CEO and Nike $NKE board member Tim Cook just bought 50,000 shares of Nike stock at $58.97 oer share
$NKE one to watch here, https://t.co/yWFFUKCHKE↗
Dec 24
InvestmentGuru — $AAPL added some on volume https://t.co/m7YBroiDcT↗
Dec 23
Shay Boloor — $AAPL CEO Tim Cook just bought ~$3M of $NKE at ~$59/share. https://t.co/Tr6oAy33Z6↗
Dec 23
unusual_whales — JUST IN: Tim Cook of Apple, $AAPL, has bought $2.95 million of Nike, $NKE.
https://t.co/EPNEjO6pBc https://t.co/JAGWUMF6zi↗
Dec 21
InvestmentGuru — 20 Companies That Can Lead the Market in 2026
$NVDA — The backbone of the AI revolution. Dominates data-center GPUs, CUDA ecosystem, and AI networking. Pricing power and demand v…↗
Dec 20
InvestmentGuru — Looking ahead to 2026, the next leg of the AI revolution is expected to drive a powerful re-rating across technology, with tech stocks rising over 20% as the 2nd, 3rd, and 4th deri…↗
Dec 20
InvestmentGuru — 💎 The 7 Magnificent: Tech Titans Leading the Market
$NVDA • $TSLA • $GOOG • $META • $AMZN • $MSFT • $AAPL
These 7 tech giants together represent nearly $22 trillion in market ca…↗
Dec 19
Black Panther Capital — 🤑PART 2: PORTFOLIO UPDATE AND INSIGHTS - MARKET POINTING TO GENERATIONAL WEALTH
A couple of days ago, I posted my allocations, and it went somewhat viral.
Some cheers, some bash…↗
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 18
Nick Colas & Jessica Rabe (DataTrek) — 2/2 ...While the correlation between the S&P and average of $NVDA, $AAPL, $MSFT, $AMZN, and $GOOG has risen since 2010, it is still far less than the Tech sector as a whole.↗
Dec 17
unusual_whales — Apple, $AAPL, is in talks with suppliers to manage iPhone chip assembly and packaging in India for the first time, per YF↗
Dec 17
Shay Boloor — $AAPL is reportedly in talks to move iPhone chip assembly & packaging to India for the first time, deepening its supply-chain shift away from China. https://t.co/ankrIhaqgL↗
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:…↗
Dec 16
Paola Rojas 🐝 — Does Apple use rare earth metals?
📇 $MP $AAPL $SGQ https://t.co/mejOjN6D7O↗
Dec 15
unusual_whales — JUST IN: Apple, $AAPL, is developing its first server chip for AI, code-named "Baltra," and is working with Broadcom, $AVGO, on the crucial networking technology to avoid buying fr…↗
Dec 15
Jukan @COMPUTEX — Apple Adopts Bezel-Less Display for 20th Anniversary iPhone... LGD More Aggressive in Investment than Samsung
With Apple forecasting the launch of its 20th-anniversary iPhone mode…↗
Dec 13
The Future Investors — 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↗
— Earnings playbook 📖
$MSFT $GOOG $AMZN $META $AAPL
$NVDA GTC comments set the stage for tech earnings this quarter and '26.
Here is what we are 👀
-All eyes on capex – Azure, A…
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…↗
Oct 27
Ray Wang — 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…↗
Oct 25
Ben Pouladian — An Iranian influencer just made a promo-style video for the iPhone 17 Pro even though Apple doesn’t sell products in Iran.
That’s brand gravity.
No ads.
No market access.
J…↗
Oct 25
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 23
Ben Pouladian — Great Apple piece by SuspendedCap read it to see and understand the forest thru the trees. $aapl 🌳🌳🌳🍏🍏🍏↗
Oct 20
Lawrence McDonald — APPLE SHARES RISE 3.1% TO HIT FIRST RECORD SINCE DECEMBER
*$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
Ben Pouladian — @MartinShkreli Humble beginnings like $aapl in a garage in Palo Alto 😂↗
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…↗
Ben Pouladian — Apple once relied on Intel to power its Macs, then ditched them for its own silicon. Now Intel is reportedly asking Apple for a bailout investment. History doesn’t just rhyme—it be…↗
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…↗
Sep 24
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…↗
Ben Pouladian — AirPods 3 reviews are 🔥. The business is a monster: $22B in 2024 revenue bigger than Spotify ($14.4B), Nintendo ($12B), or eBay ($10B). One product line at Apple is larger than e…↗
Sep 15
Ben Pouladian — Respect. As the CEO of Apple he’s also their chief salesman.
Always
Be
Closing
$aapl
Like this new orange color?
https://t.co/ZNFj3C197x↗
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
Ben Pouladian — It may not look like it, but with vapor cooling architecture and the A19 neural processor,
Apple is quietly laying the foundation for serious on-device inference and AI processin…↗
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%…↗
Sep 5
Ben Pouladian — Tim Cook 80% CEO
20% Master Politician wow
$aapl
https://t.co/jahcNjXuC9↗