$BlackBerry(BB)$ What if Apple ends up being an Alloy Kore customer for the iCAR? $Apple(AAPL)$ Titan couldn't pull it off, but BlackBerry might be able to. Yeah, that BlackBerry.
$IREN Ltd(IREN)$ I opened this position back in 2024 and still own it to this day, not just as a BTC vehicle but also because of their transition to HPC/AI cloud computing. I knew it was high risk, but the potential was massive. It feels rewarding to look at where things stand now and realize they actually managed to pull that off. You have to give them credit. They went from being a nobody BTC miner and renewable spec play to a real AI infrastructure and energy bottleneck play, with partnerships tied to names like $NVIDIA(NVDA)$ and MSFT. It has been a great ride for me. I used to trade it a couple years ago around the BTC-correlated swings, but eventually went long. I am really glad I did. I
$Snap Inc(SNAP)$ If Apple had created these specs, Wall Street would be drooling over it. The tech is way ahead and it clearly beats Meta. Getting in at under $6.00 a share is a ground floor opportunity. Hard to believe this is trading down from $80 to $6 while still profitable.
Watchlist: $JinkoSolar(JKS)$ — I have never seen a stock as undervalued as Jinko. Take a look at the revenue, and it should keep growing strongly as rising oil prices push everyone toward solar modules and battery storage systems. I hold a full position in Jinko. Revenue: $8.5 billion Market cap: $0.5 $NVIDIA(NVDA)$ $Apple(AAPL)$ $Intel(INTC)$ $SoFi Technologies Inc.(SOFI)$ Interesting watchlist.
Apple's rumored foldable "iPhone Duo" could cost $2,000 to $3,000. But the more interesting part of Apple's business is still Services. Services gross profit: $23.3B Products gross profit: $31.5B Services keep about 76 cents of every revenue dollar, versus about 40 cents for Products. A $3,000 iPhone gets the headlines, but Services are already generating nearly as much gross profit with much better economics. $Apple(AAPL)$
$Apple(AAPL)$ Some influencer called a move on Friday and a lot of his followers ended up taking a heavy loss. I got in at 1.09, which is a much lower price. I'm looking for some upside from the iPhone announcement.
$Apple(AAPL)$ I've never seen a stock other than Apple, and maybe a couple of others at most, that can shrug off hit pieces like they never happened. A Jefferies downgrade to sell, the MacBook cancellation, no all-glass iPhone due to low volume, that face tech lawsuit against Apple. Bam, bam, bam. Nothing.