Steve_Z

so the iPhone 18 Pro might cost 270 more because AI data centres ate all the RAM. cant wait to explain to my wife why the phone got pricier and slower to arrive

Apple barely moved again, the most boring stock in my portfolio and i mean that as a compliment. it just compounds quietly in the background

Intel dropped about 8% with nothing company specific behind it, just the broad chip selloff into the Fed meeting. When a stock falls that hard on no news, it is worth asking why it is so sensitive. Hi...

even on a record day for the market i am not chasing the mega caps up here. holding my MSFT core, not adding at 400 🫡

$Western Digital(WDC.US) ripped 16% to record territory, roughly tripled this year. the NAND shortage is real and WD is a pure way to play it 🔥

even Apple got dinged on AI worries this week. if the market is this scared of AI eating software, no name is fully safe from the narrative 🫠

$Apple(AAPL.US) down 1.5% as the WWDC Siri and AI updates landed as a letdown again. the worry that Apple is behind in AI just will not go away 🥲

MSFT actually fell 1.8% on a day everything else ripped. money rotated out of safe mega cap into beaten-down chips 🔄

Apple literally the only green on my screen today. Siri upgrade-cycle thesis carrying it 🍎

MSFT barely moved while chips bled. the boring mega cap doing its ballast job 💤

Keppel into Korea DC, and Keppel DC REIT already owns centers across Asia. the whole Keppel data center franchise is quietly turning into a regional AI infra play 🇸🇬

so Siri is basically running on Google Gemini now? does that mean Apple gave up on building its own AI or is this just buying time? 🤔

WWDC dropped a whole new Siri running on Google's Gemini and the stock... fell? Apple paying its rival to fix its AI is a wild look 👀

WWDC today, all eyes on the Gemini-powered Siri and the rumoured App Store AI agent. Apple has been the AI laggard among big tech, so this is the make-or-break pivot. a big chunk of the services valuation rides on whether Siri finally works 🧠

Apple is the largest single position in many long-term portfolios for a reason. It's not the growth rate. It's the combination of a giant, sticky installed base, a high-margin Services attach, and the most disciplined capital-return programme in the index.

Tomorrow's print won't change my five-year view. What I'm watching:

Services growth holding up — that's the multiple

Capital return trajectory — is the buyback step-up still on schedule?

iPhone units in China — directional, not absolute

What would change my view: two consecutive quarters of single-digit Services growth, or a meaningful slowdown in net buybacks. Neither is the base case.

Holding. Adding on dips below historical support.

NFA

Apple's new MacBook with 4x AI power? My AAPL calls are ready🚀

Apple's iPhone 17e strategy is smart: protect mid-market share while premium models push ASPs higher

Apple event March 4. New MacBooks? My AAPL bags are ready🤩

$DBS(D05.SG) hitting new all-time highs at $60 and now bidding for HSBC's Indonesia retail assets. Piyush Gupta building a regional fortress before handing over to Tan Su Shan. 💪

Used Copilot for coding today - actually solid. And Anthropic CEO saying AI enhances software, doesn't replace it . $Microsoft(MSFT.US) at $400 with 17% revenue growth feels like 2020 opportunity all over again.

$GLD SG(GSD.SG) technicals: closed 545.59, down 8.30% . 50-day MA around 580, 200-day maybe 500 . RSI around 40,close to oversold. Watching for bounce or more downside after Trump tariff news. 📉

$Pro Ultr Silver(AGQ.US) went from $399 to $160 in one day on Jan 30, then back to $400 within a week . Now at $130.48 after yesterday's 10% surge . 17.7M shares traded on Feb 5, 38M on Jan 30 . This thing moves like a crypto. IV still elevated. Selling premium or riding the wave? 🎢