AAPL250613C205000.US

Apple also launched new Mac external keyboards but they’re virtually identical to the prior ones. Minor labeling changes on the keys to match the recent MacBook Neo/Air updates.

Source: Mark Gurman

But there is one more thing…

Source: Mark Gurman

$Apple(AAPL.US)The market has become much less forgiving toward companies with negative free cash flow. AI leaders can still deliver impressive revenue growth, but investors are clearly rewarding stability and consistent cash generation over ambitious spending.

I’ve been steadily dollar-cost averaging into Apple. It may not have the most exciting growth story right now, but its resilient business model and predictable cash flow make it a solid core position. Rather than trying to catch the perfect bottom, I’m building the position gradually as sentiment stays cautious.

This reminded me that protecting downside matters just as much as chasing upside. In a higher-rate environment, I’d rather accumulate quality businesses patiently than wait for one “perfect” entry that may never come.

@Captain's Treasure

The memory sector got hit super hard last night after reports of Trump may allow Apple to source from Chinese companies instead. This comes after rumours that memory prices may start to come down from end of the year to next, prompting some to start locking in profits early. Hardware chip companies also have been falling for the past few trading days, so let's see how the situation unfolds

The news of brand-new Xring O3 chip built by TSMC , officially announced by Xiaomi, on the advanced 3nm process for its upcoming flagship foldable phone means that Xiaomi will be less reliant on Qualcomm.

Xiaomi will also has the fuller control over premium performance and becomes a true silicon competitor to Apple and Samsung. I see it as a great news for Xiaomi! 🎉

On the other hand, Gold has touched $4,700! Many traders are pricing in a dovish tone from Kevin Warsh. This means that rates may stay on hold or even head lower ahead of the US midterm elections 😆.

₿ Bitcoin hit $81.2K this morning! Some forecasts say $100K is coming soon. But my personal view: don’t chase it. Let the market breathe first. Patience pays! 🧘😊

NVIDIA fell for the 7th consecutive trading day, closing down 2.91% at $208.48, marking its longest losing streak since 2022 with a cumulative drop of over 7%. This could be an opportunity to enter the market.

If Apple sources memory chips from Chinese suppliers next year, the memory chip sector will likely face further declines, dragging down AI training chips as well.

This would have a significant impact on the entire tech sector.

NVIDIA’s seven-session decline reflects rising caution ahead of earnings, with investors weighing strong AI demand against higher memory-driven server costs. Reported price increases above 15% could pressure customers and raise questions about AI infrastructure spending, even if demand remains robust. The broader memory-stock selloff adds sector-wide pressure, while potential U.S. policy changes on Apple’s sourcing could further alter competitive dynamics. Earnings guidance will likely determine whether the recent weakness proves temporary or signals broader concerns.

NEW: Apple is gearing up to launch a new version of the Mac mini, as early as ahead of its September iPhone launch.

Source: Mark Gurman

SK Hynix confirmed it will use Intel’s EMIB advanced packaging for next-gen HBM memory chips, joining Apple, MediaTek and other top TSMC clients in a win for Intel, media report, adding the victory is mainly due to the continued shortage of TSMC’s CoWoS capacity. $SK Hynix(SKHY.US) $Intel(INTC.US) $Taiwan Semiconductor(TSM.US) $Apple(AAPL.US) #semiconductors

Source: Dan Nystedt

It will be interesting to see if US-Canada trade war ends up being just a negotiation tactic. It’s not the first time the Trump administration has done this.

Markets are turning more volatile as trade tensions, higher yields and geopolitical risks weigh on sentiment, while AI remains a key long-term growth theme.Singapore equities continue to show resilience, supported by strong banks and solid underlying fundamentals.

📊 Stay selective: focus on quality, cash flow and valuation and use market pullbacks to build positions rather than chase momentum.

The Tim Cook era is now officially coming to an end as John Ternus prepares to fully take over the reins from next month onwards. I will also be watching closely our SG CPI for July as SG continues to be scrutinised by the Trump administration; first the higher tariffs then afterwards Trump's accusation of SG forced labour in supply.

apart from the US Canada fall out, it was relatively quiet over the weekends, and it felt like the lack of substantial news affected the markets today. like to see what sanctions will be imposed on Iran, and how they will be perceived by the markets.

There are increase shares for S&P 500, NASDAQ Composite Index, Dow Jones Industrial Average, Bitcoin, Strategy, Apple, Straits Times, City Dev, TSH, and DBS. It is good news.

Hope those lower shares can increase.

The tariff escalation increases the risk of a broader US-Canada trade conflict, raising costs for businesses and potentially adding inflationary pressure. Canada’s planned retaliation could further disrupt cross-border supply chains and weaken business confidence. The immediate market reaction reflects higher uncertainty, particularly as rising Treasury yields already pressure equity valuations. While the affected goods represent a relatively small share of total bilateral trade, prolonged tensions could weigh on growth, corporate margins and investor sentiment if negotiations remain stalled.

Gold and BTC rallying. Rotating out of stocks? Minor slowdown and correction? If it is, then maybe it is time to buy any small dip. haha

Bitcoin broke through $75,000 on Friday, marking its best weekly performance in about 2.5 years.

Bitcoin and related derivative financial products have experienced a prolonged slump, with hopes for relief in the near term.

Diversified investment structures represent a relatively healthy strategy.