EX-FFguy

Still holding, long-term fundamentals matter more than this dip.

Feels like the market just punishes Apple every time they drop a headline, then rewards us later. But I’m not convinced this time is different. If they’re just spinning, why would sentiment flip so fast?

Classic pre-announcement dump on AAPL, then a gap-up pop. Watching for a fade into open and a quick squeeze.

Apple’s ecosystem matters more than quarterly AI buzz.

Feels like a headline dodge, not a denial.

Rates still elevated and consumer budgets tight, so big tech can’t afford another AI fad. If Apple’s pivoting to hardware and services, that’s smarter than chasing vapor. I’m cautiously optimistic but not euphoric.

Data center demand still strong; SMCI’s footprint looks promising.

Feels bullish, but waiting for earnings confirmation.

Seen this movie with $AVGO and $MSFT before—hiring spikes can precede real growth or fade. Timing matters more than headlines.

Rates still sticky; tech rerating feels premature.

How does this play out for semis versus EVs?

I’m new here, but it looks like the big tech and crypto names are all moving together. The SPY and BTC correlation surprised me, and TSLA/NVDA dominance makes it feel like one basket.