Reddit Posts
What stocks are you buying or dumping when China makes a move on Taiwan?
Posted GEX levels before market open Friday— 8 out of 11 held at king by close
Top stocks hitting 52-Week Highs/Lows - May 22, 2026 📈 📉
GOOGL is looking real Smug for a company who was almost destroyed 1 year ago
Google is looking real Smug for a company who was almost destroyed 1 year ago.
AAPL at $302, 36.6x P/E. Can AI justify the premium?
Top stocks hitting 52-Week Highs/Lows - May 21, 2026 📈 📉
big tech's $350B AI capex is returning about 18 cents on the dollar
A Casual Conspiracy Theory on Semi-Conductor Industry Movement This Week
Looked at my 0DTE results vs longer-dated trades and the data was crazy
Holographic/VR/AR Industry Development Weekly Report, Week 20
18 year old who just started - any advice would be appreciated! I don’t know how to diversify properly.
Book-level delta def matters more than I thought for condors
Top stocks hitting 52-Week Highs/Lows - May 15, 2026 📈 📉
Market breadth, AAPL AMD AMZN INTC MU
Bearish on US-China Talks (0 DTE Stock Parlay May 15th)
How likely to TACO at the moment of landing?
Could the Trump–Xi China meeting move AAPL,NVDA and other companies stock more than people expect?
Buy-and-hold only investors: Do you/when do you take profits?
Holographic/VR/AR Industry Development Weekly Report, Week 19
Humbled by my Apple investment from over a decade ago
May 8 (Reuters) - Apple AAPL.O and Intel INTC.O have reached a preliminary agreement for Intel to manufacture some of the chips that power the iPhone maker's devices, the Wall Street Journal reported on Friday, citing people familiar with the matter.
In 2000, I got my own brokerage account and bought some AAPL.
CRWV Stress Test IV Crush before earnings today
DD: Why Micron (MU) and Memory (DRAM ETF) is still an Undervalued Play in the AI Supercycle
Verified my portfolio app's math manually — $57.9K US portfolio, +25.7% — here's the full breakdown
Verified my portfolio app's math manually — $57.9K US portfolio, +25.7% — here's the full breakdown
Is Alphabet (GOOGL) the strongest company in the world?
My Magnificent 7 DCA Portfolio
JUST IN: Apple $AAPL rises 5%, adding $205,000,000,000 to its market cap today.
AAPL Soars Continuously; an All-Time High Is Within Reach
💸🚀 AAPL 💸🚀 Apple Beat earnings estimates & A Major SharesBuy Back Announcement
AAPL has beaten earnings expectations for several quarters in a row, today’s report is definitely going to be impressive
Challenge: retire after completing 100 successful trades. Day 20
Apple Earnings Apr 30, Moon or Doom?
AAPL 12 consecutive quarters of beating earnings reports
Challenge: retire after completing 100 successful trades. Day 20.
I scored 3,152 US companies on financial health. only 4 hit the maximum score.
MSFT, AAPL, AMZN are all dropping earnings this week!
SPY closed at a new alltime high ($715.17) but the foundation underneath is shaky
Holographic/VR/AR Industry Development Weekly Report, Week 17, 2026 (April 20-26)
Why the Bitcoin Market is a Ticking Time Bomb for the Most Spectacular Crash in History
How do we feel about AAPL earnings on April 30?
A Turning Point for Apple or Just Business as Usual?
A Turning Point for Apple or Just Business as Usual?
10 mistakes that kill small options accounts (under $500)
Tim Cook out, iPhone engineer in… AAPL is about to get volatile
Apple stock dipped after Tim Cook said he would step down as CEO
A $337K Bet on the Future: The AI Stack + Space Thesis
AAPL • Tim Cook is Stepping Down as the CEO of Apple
Holographic/VR/AR Industry Development Weekly Report, Week 16, 2026 (April 13-19)
Using Yahoo! Finance to view your holdings across multiple brokerages
Using Yahoo! Finance to view your holdings across multiple brokerages
Any one else feel disappointed they didn’t make more on this rally?
The mental relief of finally admitting I suck at stock picking
DD: Semiconductors & Shoes and Their Downstream Effects on $AAPL
Tech giants are fragmenting... yet people are turning a blind eye to it.
Important Market Update: Key Levels + What Actually Matters
Built a free tool that computes independent ML fair values for every listed options contract
Is anyone playing AAPL earnings for April 30, 2026 after market close ?
Technical Deep Dive: Bypassing Yahoo Finance’s new "Crumb" & Session protection for Options Data
Holographic/VR/AR Industry Development Weekly Report, Week 15
There is a Bear Market Rally, But No One Told AAPL Investors on Friday
Q1 2026 Global Smartphone Shipments: Apple leads the pack
Holographic/VR/AR Industry Development Weekly Report, Week 14
Market just flipped green and I don’t trust it at all
Markets are glowing green today… but is this the calm before something bigger?
Just looked at today’s market heatmap and… yeah, it’s pretty ugly.
Warren Buffett bought 4 stocks in his last 13F. Only Dominos ($DPZ $380.77) is below his entry price
Looking at today’s heatmap and it honestly feels ridiculous.
Evaluating stocks for Poor Man's Covered Calls: criteria, scoring, and a scanner to automate it
Have another $200K to invest in. Should I put another $100k all in VTI right now?
If this is true the markets about to gain back the +20% it lost from this “War” / Money grab
SPY S&P 500 ETF, AAPL , AMZN , BAC and NVDA
SPY SP-500 ETF, AAPL , AMZN , BAC , NVDA
Holographic/VR/AR Industry Development Weekly Report, Week 13
MAG 7 pulling back to some solid weekly levels!
Mentions
I trim core holdings that had gone up a lot (MU. NVDA. CRWD. DELL. AAPL, META etc). I don’t care about FOMO on further runup from here. I exit completely those I had bought on short term trades that had gone up at least 25%+ from my basis (APO. ALAB. CRDO. CRWV. MRVL etc) esp those that are very volatile. Can’t go wrong taking profits. I had learned my lessons from the dot-com bust, housing meltdown, covid crash, etc. Unless you have a stop-loss on them, it would be wise to sell/trim emotion. those u believe would come down a lot in case of a major selloff due to exogenous events (tariffs, Iran war etc) and recover more slowly. You can’t predict when this market will turn against you and by the time you react it’s too late. Not necessarily incurring a loss but getting out at a lower profit compared to getting out when a stock hits record high. I’m very happy w my gains and content with what’s left exposed to the market. Know your risks and level of exposure and have a strategy so you don’t act on emotion when deciding on trades.
META is going to 1000, regardless of what numbers it posts. They'll just pump it through "PE expansion" aka what they did to AAPL which has had flat growth since 2022.
AAPL to me is a unique company because their fan base is so loyal. Myself included. I’ve owned 2 Macbook Pros (2008, 2018) I’ve owned many iPhones, I can’t remember how many but probably 5-6 since I got my first one back in 2011. I’ve had 2 Androids also, but I just prefer the iPhone Some people have the iPhone, the iPad, the expensive over ear headphones, the smaller earbud headphones, the computer, everything.
Am Bol. Tuesday: 1. Nurse hangover 2. Buy ASTS 5/29 $110c 3. Buy LUNR 5/29 $40c 4. Buy NOK Jan 27 $20c & NOK Jan 28 $20c 5. Stay long CRAK, XLU, DRAM, SMH, AAPL shares 6. Sell CSP weeklies on SPY and QQQ for theta lunch money[](https://www.investing.com/indices/italy-40-futures)
Apple is literally the final boss of this market, if it sends it’s taking SPY with it 😂 Only thing that scares me is how crowded this trade feels, everyone and their grandma is loading AAPL calls right now. I’m riding with you but I’ve got tight exits, Cupertino rug pulls hurt different.
Every company is on the AI spending train without stopping except for AAPL. Once AAPL it’s going to trigger a monsoon of buying and oil start free falling. S&P to 8k easily.
People still buy AAPL? I thought it's like IBM now.
They did. Not sure if they still hold a lot of Occidental Petroleum- but the energy play is still playing out. I’m eager to see what moves Abel makes. AAPL KO AXP is a good core and all, but damn Greg - let’s ride this wave.
Join the club buddy. I sold 100 shares of AAPL in 1999 to pay for college.
Did the same thing with AAPL in 2010 or so to pay for the wedding… 30x since then.
Congrats. Been buying AAPL since the iPod days. Went all in 2007 after the iPhone release at $5 a share then bought more along the way. FIRE’d two years ago thanks to the investments.
\*shrug\* Man's free to do what he wants, but I sure hell am NOT selling my AAPL.
I thought everything else at the time was overvalued, and that the rising dotcom tide would lift all ships. This new CEO Gil Amelio seemed like he could turn things around. They had a huge cash hoard… so I’ve owned AAPL since 1996 because I was an idiot who didn’t know better.
AAPL but I won’t banbet it bikkhu needs to bannet it he broke nvda i dont have the powers
I sold 3000 shares of AAPL six months before the original iPod came out. I purchased them at $18.75 a share. Now, you can say "hindsight is 20/20" sure, and in most cases you'd be right. However, if anyone should have had the foresight, you'd think it would be the guy whose undergrad thesis in 1996 was on the future of music distribution going to digital downloads at the click of a button.
I sold all my AAPL in 2002. In 2008 a friend suggested I buy back in, but I figured it had run as far as it could.
Ouch. I retired at 39 because I bought TSLA, AAPL, and AMZN in college.
Shit, that worse than my selling $1500 basis AAPL for $75k to fund house down payment, that today would be $1.1m. House has appreciated by about $350k.
based on how their revenue is growing, I think it wont hit 9 trillion in next few years. But they are steady and will keep growing. the brand moat is not going away. Even though chinese flagships have phenomenal specs, even in China Apple is selling well. I could see them do well with their Specs and other not so crazy priced hardware. Even Macbook neo can do 5x sales if they can improve the supply. So I would hold on to my AAPL shares. For some reason I am scared to own NVDA but they can easily double if they keep growing at this crazy rate. I can see them hit 10-12Trillion in next 2 years. GOOG can grow from current price though not sure about doubling. AMZN/MSFT have good potential. Dont like META at all despite them pushing gazllion ads to FB/Insta. But their market cap can grow from current levels. TSLA is not my cup of tea and so I am staying out of it.
Just hold for longer, set a trailing stop, maybe 20%, if you’re worried about losing money. Or sell 1/2 at ATH and keep the rest. I’ve successfully used this strategy with some big wins (MSFT since 98, AAPL since 2012, NVDA since 2020, currently holding AVGO AMD TSM MRVL GOOG - all with trailing stops that haven’t triggered, still riding them on the way up). Also I bought META when PE was low, around 200 a share, these aren’t dogshit stocks if you hold for longer and have conviction. Tha said, 90% of my money is VT and chill, 10% play money is for fun.
You have a 40% roi. You are better than 99% of people here. Anyways number of stocks doesnt mean anything. % of portfolio makes more sense. Group them by sectors to see how much overlaps you have. Trim down redundant positions. If your portfolio is 100k, and you have positions < 3k. Those holdings are unlikely to move your PnL by much. e.g., You own 1 AAPL at $300 it could triple overnight but barely move ur % roi by 1%.
I prob hold about 25% of the shares I bought in that tranche. It's a big number. The other 75% still has done well, but sold AAPL over the years, and moved into index funds as it obviously became a high percentage of my portfolio. Funny thing if I would have held it, it would have gotten far larger than the risk concerns. Funny thing, I spent like 5 seconds thinking about it. I had just moved it into an IRA from an old employer, and was the first and only stock I bought. Oh, a Roth 😉
Solid — 8 of 11 is well above darts, and the AAPL/MSFT/AMZN "didn't pin exactly but stayed in range" is the part most writeups skip. Curious whether your hit rate splits cleanly across the king-magnitude buckets. Big absolute-GEX kings (SPY/QQQ where dealer hedging is biggest) should be more reliable pins than the meme-y single names. I started logging mine in [strikerate.ca](http://strikerate.ca) by underlying and the result was less flattering than I assumed — most of my "GEX edge" was really the index ETFs, not the single names. One Friday is signal but not a sample size, so the underlying-level split is where the actual edge call is.
I started a small position when RKLB entered Nasdaq, and then got thousands of shares when it was around 4-5 usd. I think that RKLB is a great company with awesome leadership. But the stock price is insane right now and I sold all my shares. Market cap almost 80B with 680M revenue? And if anyone expects that Neutron will boost the revenue and make it to catch up, then they should actually read what the company itself is saying about expected rump up of Neutron launches and price per each of them. I will happily jump on board again when it drops, because I love the company. But right now it feels like Tesla in 2021 - the company is growing and of course it will be a bigger and better company in a few years, but the stock is so much ahead of itself, that it might easily spend years waiting for the company to catch up (or in the worse case drop significantly to get realigned with the company's business). And as for your move, I think you should ask yourself what is your risk tolerance. Holding AAPL for years and then switching to RKLB doesn't make much sense unless your risk tolerance increased significantly in the meantime. Because if your risk tolerance would be still the same, then you were either too conservative before or you are in FOMO and risking too much right now. But either way, good luck! 🙂
BRKB sold some AAPL shares but still hold more than 20% in their portfolio. Diversify is good for them.
Thank you, Captain Obvious. Yes, any politician trading single stocks is suspect, but not all of it is insider trading. She's made a ton of money on liquid megacaps like AAPL, for instance. However, does seem to use deep ITM calls like a floor trader, so that part is what's shady, along with the timing of more than a few large trades. Here's a list you can sort by ticker: https://www.insiderfinance.io/congress-trades/politician/nancy-pelosi TL;DR: We need term limits and no fossils at any and all levels of government
I’m pretty sure people are not just buying AAPL because everything else is. AAPL’s services now make up 1/4 of their business. It is a high margin software business and still growing. Most people who misrate and misunderstand AAPL because they see it as a hardware company. Ok but that hardware business has close to 40% margin. But the biggest caveat is that you can’t buy iOS or OSX without buying the hardware as they don’t license their operating systems. There’s plenty of room to grow. They keep buying back stock, India will be the next China, and nearly 2 billion activated devices will need to be upgraded. Been holding AAPL since 2001 and went all in 2007 after the first iPhone launch. I cannot count the number of times people claiming AAPL is dead and the growth cannot continue.
ohh okok... it just all these idiots from both side calling shit out without doing simple reading is just annoying lolol trust me this weekend aint gonna be good for both sides Godspeed on your AAPL puts
Not coping, holding underwater AAPL puts lol
No, AAPL is going up by at least 50%
For me, it's both the overleveraging itself and the fact that this creates an exploitable vulnerability in our entire financial system, not unlike the World Trade Centers in 2001. The issue isn't necessarily the belief itself - it's the manifestation of the belief in overleveraging to the point of irrationality. Historically, overleveraging results in bubbles and crashes - whether it be tech stock, real estate, oil, etc... Diversification offers protection. The thing that makes this situation unique is that it is the entire SP500 index that is overleveraged in AI, instead of just banks, which is the gold standard against which every other benchmark is made and is considered the main source of diversification for the average person, particularly when it comes to things like 401ks. It makes this particular crash somewhat more haunting, especially given that we are heading into inflation and an unprecedented proportion of our population relying on retirement income sources. Social security ends basically in 7 years, 14 if they cut the benefits in half - combine that the only real other financial support retirees will have shortly being 401k and this is a massively risky and scary situation. The younger generation doesn't make enough to support their parents when things crash - 60% of the population is paycheck to paycheck. So, what happens to the entire market when the younger population can't spend because they are paycheck to paycheck and potentially trying to bail out their parents, and the older generation can't spend because their entire main 2 sources of income tanked in relative proximity to each other? You have a market collapse. Nobody makes money if nobody can spend money... It's a bubble collapse because it is precipitated by overleveraging in one sector or group of companies within a sector. Nobody gives two shits about AI services if they can't eat. The government will likely be forced to step in and force AI back to allow jobs to be made so people can get income, but that will also make the AI bubble crash harder and those 401ks tank harder. It's a lose-lose for government intervention - basically they will be forced to consider bailing out those companies, but that is going to be WAY WORSE than the 2008 bailout, causing inflation and pressing the market down. This is looking like 2008 all over again, but instead of banks being the source, it's the lack of diversification in the assets that were intended to be naturally regulated for diversification, and thus THE primary source of investment for much of America. There's also the fact that in a free-market, ultra capitalistic society, overleveraging the entire market does not represent just a financial vulnerability, but a strategic, national security issue. If I wanted to send the US into financial turmoil, I'd just Luigi Mangione the Execs of those companies, or bomb their R&D divisions and headquarters. Literally, one well placed bomb, not unlike the trade centers in 2001, can crash the ENTIRE market governing nearly every US citizen's financial future - in fact, it's EASIER than the trade centers. I'm surprised the government is allowing such a vulnerability to persist, except that they all are inside traders (their own admission) and can easily retire rich by not doing anything and making it someone else's problem. Quite frankly, NVDA, AAPL, AMZN, MSFT, and GOOGL/GOOG should all be removed from the SP500 index entirely. I think 50x the median value of the index would be a decent limit for index inclusion to limit over-representation. Give them their own tech index instead of basically just making the entire SP500 index another tech index. 30+% of the index is too much for one technology to be THE FULCRUM of it all.
Look at AAPL last half hour lol, wtf they so hot n horny for that rn?
AAPL said hold up yall im coming down too pls wait for me 😂
> Is there ever a chance that parts of DISNEY like ESPN, HULU, or Disney+ may eventually be acquired by other companies such as NFLX or AAPL? I don't think so (especially Disney+) and they just bought CMCSA's share of Hulu not that long ago - they're probably not going to backtrack on that any time soon. ESPN has lost about 40% of the viewership in the last decade; any purchase would probably not be from a position of strength.
Is there ever a chance that parts of DISNEY like ESPN, HULU, or Disney+ may eventually be acquired by other companies such as NFLX or AAPL? In that case, isn't there a case to hold some DISNEY stock just in case?
Don’t feel bad, I sold my AAPL 310 calls when the price hit 308 then it shot up to 311 and some change right after
AAPL showing a little profit taking all day. Bought some 5/26 305p. Semi-lottos. I think if there's any pullback in the market over the weekend, it could potentially drag it down to 300.
TL,DR: Calls. AAPL is slow-rolling their agentic improvements to the trash that is Siri. AAPL will rip so hard when it's released, and will have cornered the market on mobile native AI. They always come late to the game, but end up with the best of breed product in the end. It's telling that OpenAI is rushing to get a phone out.
I kinda new i fucked up selling all my AAPL when I went to pick up my preorder of 17 pro and close to a third of the people walking around the mall was carrying a small Apple store paper bag.
Feels more like AAPL is only going up because everything else has and people figure "yeah why not give it a go." Literally nothing has changed and it's the most expensive megacap even before the move.
Okay Tim we get that your phone sales have been doing good. This is the same news headline we saw since October and it’s the only one that keeps pumping AAPL
AAPL: Does nothing \-All time highs. NVDA: Does a lot \-Red
AAPL pumping to new ATHs every day isn’t necessarily a good thing. Apple is a safety stock. It’s where people park money when they get nervous and think there might be some fuckery incoming.
Slept in, AAPL puts for June 18 down a considerable amount… too HODL or not
I think my strategy for the next decade will be to buy AAPL leaps on deep red weeks then chill
Sorry peeps, just unloaded a fuck ton of AAPL been holding for years.
AAPL you absolute dog
AAPL rallying on the one week I didn’t buy weekly/0DTE calls makes perfect sense actually - When the stock doesn’t love you back 😪
Yo, AAPL is an absolute ANIMAL
I'm sitting pretty on AAPL
AAPL is the scam today. Calls 🚀🚀🚀
All hail AAPL! King of Kings!
Everyone pile into AAPL…..it will be carrying the entire market today.
AAPL calls are free money. Goes up with the market but not down with it
AAPL just ate through 20m of sells and is still ready to break through 309. Are people waking up that apple is the only AI neutral tech play?
I love when everyone was shitting on AAPL for being at 260 lolololol idiots
AAPL is one of those stocks you could have as the only thing in your port your entire life and youd still be doing good. Bought more sometime last month and am up 14%.
I bought AAPL in 1998. Sold it in 2013. Good run but... damn. Had another good run with TSLA - got in in 2017. But... lost a fair chunk of that trying to short it after selling it last year. Overall, putting everything in an index fund is the best idea. But starting out with only $2000... pretty glad I took a chance on what looked like a dying company in 1998.
My entire port is VOO, AAPL, MSFT, ASTS, PLTR, TSLA. Most of my gains are just buying every ASTS dip.
U/SickOh must be a lurker. The gall to try and come for me. Must be bald now. Account is still active. Y'all... Invest in Rogaine. Still a thing right. Get off this site with your AAPL nonsense.
This isn't the best sub to get advice for this, but I plan on doing something similar where I'll sell off some AMZN (currently 75% of my port) into my preferred ETFs once it hits certain milestones. I'm going with primarily growth & momentum - SPMO, VUG, and some VOO, paired with GOOG and AAPL, which I already built a position on. I expect I'll still be 40%+ AMZN for the coming years, but this will diversify me a bit.
VOO and SPY move almost identically for what it's worth. Greater exposure on either is a good call in a bull market is you're looking at ETFs rather than individual stocks. Both have returned about 26.6% over a 1yr timespan (obviously that fluctuates year to year depending on market conditions). Personally I think holding VOO, VTI and VUG simultaneously in a taxable account is too much overlap. Consider picking just one. For reference, VUG is just rolling together holdings of various stocks you are already currently holding (presently I believe VUG is 11-12% AAPL, 8-9% MSFT, 5% AMZN; largest holding is NVDA)
Better idea, don’t buy META. Unless you want to give more of your money to billionaire fucks like Mark Zuckerberg. Also, avoid purchasing AMZN, MSFT, GOOGL, AAPL, TSLA, SPCX, OpenAI (includes passive ETFs like VOO, SPY, QQQ since they are now heavily weighted in those companies) unless you want to donate your money to the billionaires so they can SBLOC for mega yachts.
My first six bagger was crocs in 1999 or there abouts. I put that profit into an out of favor AAPL in 2001 at $29 a share. Took some profits off AAPL into Baba and JD and V and AMZN. To answer your question, yes!
Anyone else mostly pick tickers they like the name of? LUNR is nice, for example. 10/10 name. Extremely investable. It’s not like AAPL where you don’t know what you’re getting. Hope you guys are doing well
Any gooners know why they smashing the bid on AAPL?
I guess I'm an old guy... I was 26, I bought $1500 worth of AAPL, equating to14 shares, when it was $104.50 in 2008. The sky was falling, I think the S&P was around 7500 and CNBC talking heads were all freaking out that it was going to drop down to 5000. I figured, I'm not retiring tomorrow, why not. Then it split. Then it split again like 7-1 so now I have 343 shares. This is currently my #1 investment outside of my 401k, valued at about $118k.
I did not invest during 2000 period, but my friend and mentor who suggested LT buy and hold , has 10 million in AAPL stock which he bought 1999-2000 period. I can upload his proof if you want. Similarly, another friend bought TSLA - just after For price range of $35 through $180 , now holds more than 45 millions net worth. He also produced proof as he was completing with me in buying Tesla stock which I bought for $41 and sold at $275!
God himself is an AAPL investor. Absolutely bulletproof.
Well, my one stock pick was AAPL circa 1997. Steve Jobs was a childhood idol of mine, and I hardcore believed he was going to turn things around when Apple acquired NeXT and brought him back. Unfortunately, I was a minor and my parents would not let me invest my paper route money in a single company, especially not one that was on the brink of failure. I argued that was an even more compelling reason to buy. AAPL was a tremendous value. They took me to a financial advisor who recommended that I invest in an S&P 500 mutual fund. My dad gave a talk about being responsible with my money. You know the rest of the story. In hindsight, I should have stood my ground. I’ll always be kicking myself for my compliance. If you have kids, definitely let them buy stock in their favorite company. Even if their pick goes bankrupt, there is plenty of time for them to recover from the set back. And, who knows, their favorite company might be the next 28,000% growth stock.
I’d like to give a shoutout to AAPL for publicly flogging me today.
john AAPL bag holders how we FEELIN today at these wonderful ATHs
MAG7 companies print cash. AAPL had $95B FCF last year, MSFT $70B. most hype stocks are still burning cash to stay alive
AAPL is inventing the green dildo as we speak
I feel like AAPL is getting pricey. If Walmart is struggling to sell stuff, I can't imagine iphones and airpods are going to boom.
yeah he did file that he bought Pypl, MSTR, COIN but that hasn't done much for those. He did buy NVDA, AMD, AAPL in the filing on all those semi stocks are flying.
Don't expect SPY to go even more red, NVDA is holding 218, GOOGL is green and so is AAPL
Don’t worry bers I bought AAPL calls right at the top, should be all downhill from here
AAPL quietly back to ath after sliding from $290 to $240 early this year.
oh, I should’ve bought MSFT in 1980, thnx but fr everyone knows about the Mag 7 at this point, their market caps are so massive they have much less upside potential than some up and comers my fave mag 7 are prbly GOOG and AAPL
Kinda hilarious AAPL has been the derisk for semis, which has now driven AAPL to be relatively overvalued
I'm genuinely curious who is selling META and buying AAPL at these prices.
why dont they just create an SP3 with NVDA, GOOG, AAPL and let it cook
People need to accept that NVDA is now just the same as AAPL. Slow and stable. It's not the 1000x growth beast it was a couple of years back.
He got AAPL in 2016, didn't completely miss
FIRE’d in 2024. About 2/3 in index funds, rest equities: long term AAPL, GOOG, NVDA, etc. I play around with 1-2% of the portfolio on various moonshots. I’ve done very well picking stocks over the 30 years so I will continue to play around.
Ok, so the IPO valuation of SpaceX is estimated to be around $2T. That would currently put it at over 100x trailing revenue (AAPL trades at 3x, Amazon at 4x). And, they're actually *losing* money at a 2:1 cash burn as per their recent filing. How did they come up with the valuation? Well, when SpaceX merged with xAI, the boards (both controlled by 🍈 with an >80% voting share) self-evaluated the combined entity at $1.25T, $1T for SpaceX (who's pre-meeger value was estimated at $350bn) and $250bn for xAI. Yes, Elon just kind of decided to triple his company's value out of thin air, and that set the IPO floor. As per their S-1, they're justifying this by saying they're targeting a $28.5T addressable market covering telecom, defense contracting, and AI infrastructure (although the combined revenue for *every company* in *all of these sectors* was $4T combined in 2025). Basically, this shits retarded, dudes in lala land and everyone's just kind of going along with it.
| # | Company | Market Cap | Revenue (most recent) | |---|---------|------------|------------------------| | 1 | NVIDIA (NVDA) | ~$5.4T | $215.9B (FY26, Jan 2026) | | 2 | Alphabet (GOOGL) | ~$4.9T | $402.8B (2025) | | 3 | Apple (AAPL) | ~$4.4T | $416.2B FY25 (~$436B TTM) | | 4 | Microsoft (MSFT) | ~$3.0T | $281.7B FY25 (~$294B TTM) | | 5 | Amazon (AMZN) | ~$2.9T | $716.9B (2025); $742.8B TTM | | 6 | TSMC (TSM) | ~$2.1T | $122.4B (2025) | | 7 | Broadcom (AVGO) | ~$2.0T | $63.9B FY25; $68.3B TTM | | 8 | Saudi Aramco (2222) | ~$1.80T | $448.6B TTM | | 9 | **SpaceX (proposed IPO)** | **~$1.75T** | **~$15B (2025); $22–24B est. 2026** | | 10 | Tesla (TSLA) | ~$1.7T | $97.9B TTM | | 11 | Meta (META) | ~$1.6T | $201.0B (2025) | | 12 | Berkshire Hathaway (BRK) | ~$1.0T | $395.1B TTM | | 13 | Walmart (WMT) | ~$1.0T | $713.2B (FY26) |
I've already made my choice and the ones from the list woudl be NVDA, AAPL, GOOGL, MSFT, and I would add AMZN too. Hold those and you will consistently beat the S&P because they are the drivers of it.