Kevin

*Design/Industrial Mfg + Real Estate Background *Equity Mkt Investor *Occasional Trader *No Investment Advice *Golf *CLE Sports *Avid Cyclist *Photography

[Gene Munster @munster_gene]

On a personal note, I want to salute @tim_cook.

He' s been making time for these earnings since like 2004.

It used to be the Han and Chewie show with Jobs and Cook. Then he stepped into shoes that were impossible to fill and took off running. Bravo Tim.

[Kevin @Ktr8der]

@HalftimeReport um 😕, The Farmer Jim guy not once but twice said he doesn’t want $NVDA to start issuing a DIVIDEND with their extra cash. Should @michaelsantoli remind jimbo that Nvidia started paying dividends approximately 2 years ago? WT-actual-F? Ha, matches his advice, yes?

[Kevin @Ktr8der]

@MLS @AppleTV The criticism of this ad is so far out of touch - it’s completely unreachable! ***Anyway, excellent video ad for @MLS and @appleTV  ⚽️ 📺!
#RockOn! $AAPL

[Kevin @Ktr8der]

My favorite road course as well - for IMSA too!
…insane start btw! #f1 $FWONK #FormulaOneGroup

[Apple TV @AppleTV]

Max Verstappen breaks down why Spa-Francorchamps is one of his favorite tracks.

Watch the #BelgianGP Sunday at 9am ET on Apple TV, the U.S. home of F1.

[Kevin @Ktr8der]

Copy of Article form my Apple $AAPL Notes

[Kevin @Ktr8der]

HSBC upgrades $AAPL to Buy, sees "strong cycle ahead" - https://t.co/kNKlL94exw
[ $🎯 ] to $366 from $260
https://t.co/66OZbJAjra

[Kevin @Ktr8der]

Morgan Stanley with a very positive report this morning on Broadcom… $MS raised $AVGO target to $502 OVERWEIGHT.
“The after hours sell off was somewhat surprising…”

I trimmed 20% of my position earlier (late December) but remain quite long fwiw.

[Kevin @Ktr8der]

Such a bold call on MICRON - Yet UBS SEEMS TO RATIONALIZE IT! Also, everyone knows the forward P/E is dirt cheap. It’s a very rare situation…the unintended consequences of DYNAMIC CHANGE! Ai is like the industrial Era, or maybe TRAINS, or maybe the iPhone . $MU $smh $soxx

[Kevin @Ktr8der]

While I’d really like to see more equality in the cars -under the new and dramatic changes made for the 2026 season.

***This Kimi & George show is pretty frk’n AMAZING RACING!
Now I’m hoping RedBull gets Max an equal car already, right?
#f1 $AAPL #AppleTV+

[Kevin @Ktr8der]

$FWONK $AAPL

[Kevin @Ktr8der]

Weird - in Montreal, Canada 🇨🇦 officials call for an extra formation lap after the lights fail?
Anyway the coverage and especially the extra shows for f1 fanatics are incredible on APPLE TV+
📺+
TV+
$AAPL #F1

[Kevin @Ktr8der]

Some additional risk here as I obviously haven’t heard the call, but I’m a buyer at $98 in after hours. We shall see, room to add if needed. $NFLX

[Kevin @Ktr8der]

Formula 1 🏁 $FWONK

[Ben Mwine 🇺🇬 π @benmwine]

If someone ever asks you what it means to have levels, show them this video....

[Kevin @Ktr8der]

The roaring sound was like a tree had hit the house at first, followed by a rolling percussion noise lasting a few more seconds.
-West Cleveland OH Burbs.

[NWS Pittsburgh @NWSPittsburgh]

One of our employees, Jared Rackley, caught this morning's meteor on camera from the Pittsburgh area.

[Kevin @Ktr8der]

@GabeWasylko @jacecraftmiller @NWSCLE Lol 😂

[Kevin @Ktr8der]

The Oracle quarterly earnings report pop had an extremely short shelf-life. I’m not a holder, but wasn’t this a good qtr vs expectations…plenty of fear in this market. Usually a bullish signal but 🤷🏻‍♂️. $QQQ $SPX $ORCL
Chart 24 hours around oracle earnings.

[Ben @MrGoodlyCooks]

I don’t follow hockey, but this had me tearing up. They brought their teammate’s (who was killed by a drunk driver) kids out onto the ice with their dad’s jersey to celebrate the moment. 🥹

[Kevin @Ktr8der]

I’m not a cybersecurity expert, but I agree. This knee-jerk reaction to Crowdstrike shs looks ridiculous! Shoot first, find facts later!

The fear of Ai taking over everything just isn’t rational, Ai should enhance hi-end security imho. $CRWD

[Markets & Mayhem @Mayhem4Markets]

What Anthropic actually announced is called Claude Code Security.

It will allow the scanning of codebases for vulnerabilities.

This doesn't actually compete with $CRWD, but the headline is still being interpreted as an existential thread to the company's business model.

[On Her Turf @OnHerTurf]

A moment that goes beyond scoring. 🔥

Laila Edwards makes history as the first Black woman to score a goal for Team USA in the Olympics.

[Front Office Sports @FOS]

Travis and Jason Kelce have donated to Laila Edwards's family's GoFundMe so they can travel to see her play at the Winter Olympics in Italy.

Edwards, who is from the same Cleveland suburb as the Kelces, is the first Black woman ever to make the U.S. Olympic hockey team.