$Apple(AAPL)$ Neo MacBooks has opened a new market for Apple. There will be a new slew of users for its Apple ecosystem, including its services. Apple products are very sticky and Neo MacBooks are the entry point for the budget users. Apple will soon be integrating Gemini into its Siri models, which should be a good driver for its products. Agentic AI wise, there has been users who snap up Macstudios to run openclaw. CPUs has been on a tear lately with intel and amd leading the pack. Hope to see some blowout numbers and marketing on this front.
Good earnings, good guidance but stock will remain relatively flat as with most nvdia earnings. Post earnings however will see it soar till GTC day one. AI buildout essentials like hard disk and mem will be asked by analysts and hence I foresee positive catalysts for those stocks. Planning to halve my holdings on GTC -1.
@Barcode:$CrowdStrike Holdings, Inc.(CRWD)$$Cloudflare, Inc.(NET)$ $Zscaler Inc.(ZS)$ 🚨 The First Real AI Threat to Cybersecurity Just Arrived And Markets Reacted Instantly 📉🧠Cybersecurity stocks sold off sharply today. Anthropic launched a Claude feature that can autonomously scan codebases for vulnerabilities and recommend precise patches. This is not incremental innovation. It is a potential paradigm shift that puts traditional detection models under pressure. 📉 Sector Shockwave • $CRWD CrowdStrike −7.8% (intraday low −8.1%) • $NET Cloudflare −7.3% (intraday low −8.2%) • $ZS Zscaler −5.0% • $SAIL SailPoint −9.4% • $OKTA Okta −9.2% • Global X Cybers
@AMDidass:$Advanced Micro Devices(AMD)$ it's time to wait for this perfect share to drop again and then just buy in straight without any thinking! $NVIDIA(NVDA)$ same way apply to this another perfect share! Gogogo!