$Apple(AAPL)$ I think it's going higher. All these big AI companies besides Apple are spending like crazy for one reason: to get business from companies like Apple. Apple will reap all the AI rewards without having to own a single data center.
$Apple(AAPL)$ Months from now, when we're all using Siri AI features every day, we might look back at this selloff and regret not having bought AAPL at these levels.
$Advanced Micro Devices(AMD)$ Just keep in mind that over the next 6 months and beyond, the probability leans towards the overall market moving higher from here. Those who are long here believe AMD will outperform the rising market. I'm in that camp.
$Advanced Micro Devices(AMD)$ The rally is around 189% from the February 2026 low. A pullback is expected, which could provide the next long opportunity after a 3, 7, or 11 swings correction. Buyers could look to enter in the extreme area of a 3, 7, or 11 swings correction against the February 2026 low before the rally continues.
$Apple(AAPL)$ A key part of Dan Ives' bullish thesis on Apple focuses on AI-driven monetization opportunities. He said artificial intelligence could add between $75 and $100 per share to Apple's valuation as the company integrates AI features across its ecosystem and starts generating revenue from those offerings. Beyond valuation gains, Ives sees AI creating a meaningful new revenue stream for Apple's services business. The analyst estimated that AI-powered products and services could generate an additional $15 billion to $20 billion in annual services revenue over time. With Apple's services segment already bringing in around $100 billion annually, Ives believes AI could provide another layer of growth for on
$Advanced Micro Devices(AMD)$ The industry is placing a big bet on unified memory architectures (UMA). CPU, GPU, and memory sharing one massive pool isn’t just a nice-to-have—it’s becoming critical for AI PCs, workstations, and high-performance platforms. Large models need memory, and UMA solves that. David McAfee pointed to Strix Halo and NVIDIA’s moves as proof that UMA is the future. Agentic AI and supersized models thrive on this setup. The bottom line is that UMA is shaping next-gen computing. It's an early trend with huge implications for AI, gaming, and desktops.
$Advanced Micro Devices(AMD)$ My PC has a 7900xtx and a 5800x3D with a 4k OLED monitor. It's a great setup, and it's significantly more affordable than a comparable Nvidia/Intel rig. That's why I went with AMD. Dollar for dollar, they're the best.