$Apple(AAPL)$Most of the people I know are deeply invested in the Apple ecosystem, and it’s easy to see why. The combination of cutting-edge technology, a strong focus on privacy, unparalleled reliability, and an exclusive, loyal user base makes it incredibly worthwhile. This is especially evident when we look at incidents like the CrowdStrike/Microsoft outage, which disrupted services for many. Apple’s operating systems, however, remained unaffected, demonstrating their resilience and stability.
$NVIDIA(NVDA)$Has anyone had the chance to listen to the 2023 podcast episode of Jensen on Acquired? I gave it a listen recently, and I have to say, it left a lasting impression. Perhaps I'm easily impressed, but the way Jensen describes the management and operations of the company is truly remarkable.
$NVIDIA(NVDA)$AI will be touching everything. Not just robots,as we see them as some form of humanoid, but all industrial applications, as well. This NVDA story is in its early innings. It's like trying to imagine what the internet would become in 1995. This will unfold.I know many are scared of the hyperscalers stopping their crazy buying rate, but I believe there are many second and third stage companies that are in line for their own chips, not to mention many sovereign states.Automated driving, robotaxis and robotics are potentially huge markets in themselves. The AI PC they are developing for $3K is also very interesting. So much to look forward to here. Don't lose site of it over short term choppiness.
$Apple(AAPL)$Every three months, there are reports claiming Apple is losing market share in China. Then, shortly after, Apple announces strong earnings, followed by new reports claiming Apple is gaining market share in China. As someone who has held this stock for a long time, I see this as a recurring pattern aimed at pressuring Apple shares each quarter. I always take advantage of the weakness and hold my position. Don’t trade Apple—OWN Apple.
$Apple(AAPL)$Apple is on track to hit $300 soon, driven by its extensive portfolio of high-margin services. The company is no longer reliant solely on hardware sales, as its revenue mix increasingly shifts towards services like the App Store, Apple Music, and iCloud. This diversification reduces dependency on iPhone sales, which now account for a smaller proportion of total revenue compared to these expanding service segments.
$NVIDIA(NVDA)$Jensen's comments on quantum sent that sector spiraling down. I think that they did not properly flesh his comments out and that Nvidia will actually be fully in . In fact , Nvdia is hosting a Quantum Day at the GTC on March 20, 2025. On the stage with Nvidia will be all of the execs of the leading quantum companies. I am not claiming that is Nvidia's focus right now by any means ; only that Nvidia imo will be involved and leading all sectors of ai, quantum etc. This was just announced so will have to see what emerges.
$Apple(AAPL)$It could have been worse, it’s still just one trading day, and the week is far from over. I’m keeping a close eye on how things unfold in the coming days. More importantly, I’m eagerly waiting for the upcoming earnings report and hoping it brings at least some encouraging or positive updates.
$NVIDIA(NVDA)$With clear signs of manipulation evident yesterday and an apparent awareness that the upcoming data might be favorable, I remain optimistic about the potential outcome. Additionally, with all analysts continuing to support this position, I am determined to hold on and aim for a target of at least $175. Fingers crossed! 🙏
$Apple(AAPL)$Apple currently has a P/E ratio of 38.89, a stock price of $236, and a market capitalization of approximately $3.58 trillion. With its unparalleled business model and cash flow, Apple remains the top leader in personal hardware. It is poised to maintain its dominant position for the next 3 to 5 years, with no competition in sight.
$NVIDIA(NVDA)$Monday's market movement might offer a great chance to add more NVDA shares to your portfolio at significantly discounted prices. It's a potential opportunity for investors to capitalize on favorable conditions. Always keep the Golden Rule in mind: buy low and sell high to maximize your gains! 🤑