Think different, invest different. 🧠📈

Steve_Z

$Apple (AAPL.US)$ might raise device prices because memory got so expensive, Tim Cook basically said the chip shortage is reaching into our pockets now. and the Vision Pro lead jumping to OpenAI doesn't help the vibes. holding but honestly not excited about Apple this year

SK Hynix just did the biggest foreign IPO in US history, opened +14%, and the chairman straight up said demand is "enormous." two weeks ago everyone called a top on memory lol. i hold $Micron Technology (MU.US)$ as my core, not chasing the IPO frenzy but this debut validates the whole thesis. memory undersupplied till 2030 is the line that matters.

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? 🤔

$Apple (AAPL.US)$ 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!!! 🎯

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

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

$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.

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

$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