$Netlist, Inc.(NLST)$ Stopped by the Apple Store to check out the $Apple(AAPL)$ iPhone duo, haha. Also keeping an eye on Netlist and whether it can make a run toward $7.
$Apple(AAPL)$ Apple staying conservative on AI capital spending doesn't look like weakness to me, it looks like strategy. Instead of burning billions chasing hype, Apple is letting the AI arms race play out, watching which platforms actually deliver durable value, and then positioning itself to integrate or partner once the winners emerge. Same logic as outsourcing a vehicle fleet: skip the upfront cost, skip the maintenance burden, and use proven solutions once the market sorts itself out. Apple's strength has always been disciplined timing rather than reckless speed, and in AI, that discipline could end up being its biggest competitive advantage.
Zoom's AI is very underappreciated, both on the product side and the talent side. $Zoom(ZM)$ Decision API is outperforming Microsoft and OpenAI on decision benchmarks as Zoom embeds AI across meetings, workflows, customer interactions and enterprise context. $Microsoft(MSFT)$
$Apple(AAPL)$ $Apple(AAPL)$ Every year it's the same story. Apple tells suppliers to cut production, and the talking heads on CNBC along with big institutional analysts turn it into a major event. What's worse is there are retail traders who actually listen to this and take it seriously. If you can look past the noise, this is actually a good time to build a position.
$Apple(AAPL)$ Choppy price action at the highs usually points to more upside, but first it needs to break below 340, flush out demand, then run higher. Shake out the stops, get people shorting the 340 break, and then push it up, in my view.
$Apple(AAPL)$ Now come all the side remarks that have no validity to them whatsoever. Everyone wants to have their opinions printed as if they were true. Facts: Apple is the best and least risky stock there is. Period. It will make you a fortune if you just buy and hold it. You have an almost guaranteed 10 years. Nobody is coming to wipe out Apple. Apple and its products and software are so ingrained in the world that you can't take that away in less than 10 years. No other company in the world has woven itself into the life of everyone on the planet the way Apple has. Go buy all the Apple stock you can and simply hold it.
$Apple(AAPL)$ Tim Cook has been traveling all over looking for memory sources, since Apple gear can actually address huge memory natively in their fully owned vertically integrated systems. That hustle looks like preparation for what's coming. Controlling the cost of consumer product is 30% of this conversation.