$Apple (AAPL.US)$ iOS 18 was a failure…its as if Apple saw Microsoft’s rollout of Windows 11 and said “we can do far worse”….

$Ardelyx (ARDX.US)$
The price drop was caused by a perfect storm of negative factors. In pre-market trading hours, one or more whales received word of the court decision ahead of most other investors: probably through Barchart and premium terminal services (or boots-on-the-ground observers). If you look at the volume chart, most of the trade volume occurred very early, and the daily trading volume is well over 4x the daily average.
Because there was this big ...

$Valneva (VALN.US)$
I notice that when people talk about Valneva, you hear endless talk about Lyme & Chikungunya, but there is almost no talk about SV4, a tetravalent bioconjugate vaccine candidate against shigellosis that is entering Phase 2. It seems that most of the talk regarding this centers around children in third world underdeveloped countries, but there is a possible huge market if it gets worked into the standard childhood vaccine sched...

$Advanced Micro Devices (AMD.US)$
While everybody is hyperventilating as the bears spread their FUD, people said the same thing about Palo Alto and Crowdstrike…If you had jumped in during the panic, you’d be up around 34.3% and 15.6% respectively. I don’t think that this sharp post-earnings dip for AMD is any different. These same bears will be salty and grumbling about how they got left behind when this stock gradually recovers by increments and degrees over time.

$Advanced Micro Devices (AMD.US)$
A 7.63% pullback? I know what I’m loading up on this week…
🤑

$Bath & Body Works (BBWI.US)$
I’m rather disappointed that the packaging design in the article below made it out the door and onto store shelves. The fact that the graphic design team didn’t catch it, the product manager didn’t catch it, the project management team didn‘t catch it, and the program management team didn’t catch it either, suggests that there are yet more problems with their management protocols. They need to take a move out of the business intelligence ...

$Microsoft (MSFT.US)$
I bought more Microsoft after selling my entire positions in $BlackRock Science and Technology Trust (BST.US)$ and $Blackrock Enhanced International Dividend Trust (BGY.US)$ . I had a good run with these two, but its time to change horses. My timing was good, as i caught the bottom of today’s dip. Microsoft is a company that I own instead of trading. Probably won’t sell any for the next two decades.

$Microsoft (MSFT.US)$
I’m kind of on the fence about the possibility of a “death cross” pattern forming. On one hand, I love for my positions to keep going up and to the right (who doesn’t?). But I also plan to buy more in the short to medium term, so if it does happen, I’ll just buy even more once the bottom is in then hold for over a decade. Since I play the long game with Microsoft, I’m not worried either way. They have a lot of business software that nobody...