NeutralAAPLAppleAppleMSFTMicrosoftMicrosoftNVDANVIDIANVIDIASPYSP500SP500

6d ago on

Yahoo Finance reports $NVDA, $AAPL and $MSFT now make up over 21% of the S&P 500. A record. The Street has preached "diversify" for decades, but when a crash, a recession or a war hits, everything falls together anyway.🤷‍♂️ Money flows where it's treated best, and that's always been innovative, world-class companies. 🎯 And that's precisely why I've spent 40 years studying the "Must-Haves": the companies that keep performing, keep earning and keep making new highs long after the "Nice-to-Haves" have run out of steam.

AAPLAppleBullishApple

1w ago on

Now the party line is $AAPL missed Muse like they “missed” AI Predictable and misguided Apple waits to refine customer facing tech until it’s seamless. They learn from every competitor pain point Then change the game instead of releasing raw-buggy versions

NeutralAAPLAppleAppleMUMicron TechnologyMicron TechnologyNKENikeNike

2w ago on

Live in the studio with the super smart @Varneyco ! We covered $MU, $AAPL, $NKE and why I think the markets are going higher from here - Enjoy. 😃 https://t.co/roboPRzj1i

AAPLAppleNeutralAppleNVDANVIDIABullishNVIDIA

2w ago on

Apple did this in the 2010s. Now it's $NVDA 's turn. $150 billion added to the buyback authorization. $235 billion left to deploy through fiscal 2028. Fewer shares outstanding means each remaining share owns a larger slice of the profits.💪 Last quarter revenue hit $96.2 billion. Up 106% year over year. Management is sending clear signals: The stock looks cheap relative to the opportunity. The AI cash machine isn't slowing down. $235 billion of conviction. Hard to argue with.🤷‍♂️📈