AAPL Earnings Alert & MSFT’s AI Capex Trap: Thursday Trade Plan

Here is the trade setup for the Thursday open. 🍎 AAPL: Tim Cook’s iPhone 17 guidance will determine if this tech split becomes a full-scale rotation. 💻 MSFT: Investors are punishing the 'spend now, profit later' narrative—watch $428 support. 📱 META: Zuck finds the Goldilocks zone with surging ad revenue. 🚕 TSLA: Robotaxi narrative holds the floor despite margin pressure. 📈 S&P 500 (/ES): Resistance at 6,022; Floor at 5,960. 📊 Nasdaq 100 (/NQ): High-volume anchor at 21,150; Support at 20,980. ⚖️ Yield Watch: The 10-Year at 4.27% is the dominant gravity for Tech valuations. Don't fight the bond market. Trade the levels, not the headlines.