AA

holy shit the weekend anxiety is real... watching my kids eat candy while i cant refresh AAPL or GOOGL prices is psychological torture. im literally shaking waiting for monday open because i know its gonna gap down on me again lol.

Makes sense. I'm sure AAPL earnings on Monday will be a big signal as to whether we continue/ reverse. … Historically stocks have rebounded well after mid term elections but no idea what to expect, a lot is happening.

It was never normal for massive companies like DELL/HPE/ INTC/ AMD to make a 30% move in minutes. … If AAPL follows the trend of the other companies on their earnings report Monday, and NVDA on the 17th, the market will be in trouble given they combined make up 14% of the S&P 500 right now.

You can't win them all, but the pullbacks in 2018, 2020, 2024 (tariff tantrum) and 2025 (Iraq war) did wonders for my individual positions. … I'll be retiring 3 years early bc of my winners.

Not feeling confident about earnings from AAPL, AMD, QCOM, and PLTR. SMCI might be good though. I feel like the red will continue. I don't think the midterm elections are going to mean much no matter who wins.

Which is pretty damning. Or if the exec team is just laughing all the way to the bank as they continue to cash out, albeit at a lower share price. … Interesting times. Thank God for my AAPL shares (next up in earnings though, gulp).

But Berkshire's most epic win came from buying AAPL - which was Munger. … And it's worth pointing out, since Munger's death, Buffet sold billions in AAPL at ~$190 (currently trading for $350), and also bought billions in GOOG for ~$350 (currently trading for $280).

As bad as SpaceX was, this is such an obvious rug pull and pump and dump that even the dumbest retail investors should know they're just bagholders for exit liquidity. … It's just a mystery why Meta, Google, Amazon and Microsoft would fall for the snake oil themselves, and Oracle basically speed-running a bankruptcy in tag team with CoreWeave to fund this disaster.

Yes, I am retired and have everything in NASDAQ (+ Mag7 individual stocks like AAPL, MSFT, GOOG, etc), it's always outperformed S&P since I've been in it (2005), although it is slightly more volatile (which is normal, you can't get higher high's without lower lows). … In addition to several $M in QQQ (NASDAQ) I moved a $1M to QQQi which pays monthly dividends (around 14% per year) which is what I can live on, although QQQi is also NASDAQ it grows slower in exchange for monthly dividends and a slightly (2%) lower downside when the market turn bear because it's using covered calls on…

Fuck my goddamn life. Of course I go balls deep in google and that shit drops. … And of course I get fucked every earnings season. GOOGL fucked me today.

I thought about switching them but AAPL's devices are unparalleled and MSFT is just...idk maybe it is too big to actually fail but I wouldn't be surprised to see it lag the others. they're just so clunky and they don't seem interested in the end user at all.

Man Stocks like AAPL and KO are just god's gift.

GOOGL has never recovered from its dilution and AMZN has been trading at a sharp discount against its P/E in large part because they also went negative FCF. … MSFT on the other hand has been the stock of choice amongst the hyperscalers for the past few months as they are the singular one still positive FCF.

MSFT is simply an AMZN with more risk in enterprise software and europe exposure. … META is great for the future, and I already have a large position.

These aren't all pure-play photonics but my favorites are CLS > COHR > CRDO > AAOI.