Think different, invest different. 🧠📈

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

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? 🤔

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 🥲

Intel Fell 8% on No News. That Tells You Something.

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 🫡

$Coreweave(CRWV.US)  9% bonds due 2031 trading at 96.33, yield to maturity 9.95%, yield to call 13.23% . Fitch BB- , debt/equity 2.66x, quick ratio 0.49 . $1.75B issue size. Stock at 95.11, bond at 96.33. Equity and debt both pricing in distress. But $56B backlog says they can service this. The disconnect is the trade!!! 🎯

$Circle(CRCL.US) Not on my radar for long-term holds. Pure trading vehicle

$Coinbase(COIN.US) Anyone trade COIN with BTC correlation?

$Oracle(ORCL.US) Still struggling while the rest of tech flies. That lawsuit and funding worry are a major overhang

$Apple(AAPL.US) The news that Intel secured orders from Apple has certainly fired up the market’s imagination, but dragging its valuation anchor up to match TSMC overnight is a bit absurd. IDM 2.0 isn’t the wrong direction, but historically, every major Intel transformation comes with several years of growing pains — and management execution always has its “letdown” moments. It’s understandable that Apple wants a more diversified supply chain, but capital market sentiment is getting ahead of itself. In the mid-term, the real fundamentals will be order volume and yield rates. For my own positions, I lean toward being cautious — I’ll wait until the revenue numbers actually show up before making any moves.

$Alibaba(BABA.US) Launching the Qianwen app is step one. The real metric to watch will be user engagement and daily active agents, not just downloads