There is a famous statement from Warren Buffet.  Everybody look good during high tide. Only in tge low tide than you know who is naked. Unfortunately Buffet is already naked now with more than half his holdings in Apple.  Just recently Hattheway announced it will not regularly disclose its holding and now we know tgey sold US$35 billion of Apple shares. When a man see his life work all in danger, he will said things to give confidence to Apple.  Investors be careful here, after he sold everything, his subordinates can simply said since the last AGM we have reasses and holding Apple for long term is not in line with Hattaway's strategy.  Nobody can blame him as he has to protect the company and its investors.

I saw Stanley Druckenmiller's interview and he made sweeping statement about China.  Take note China's economic achievement over the past 30/40 years are Chinese made, current situation are Chinese made and getting out of it to continue economic success will be Chinese make.  Recently an assessment by an independent western institution found that China lead in 57 out of the 64 critical technology in the world. Of course this and many other achievements are not reflected in the market, partly due to the US$1.6 billion spent by US in bad mouthing and creating false narrative about China.  Time will prove all these lies and America will be poorer for it.

I said here many months ago that Buffet is caught naked with so many shares in Apple.  Lucky for him, there is the bullshit story about Apple going into AI which sustained the price for him to get out.  He should be completely out of Apple within next 6 months.  Apple may be slowly heading in direction of Nokia.

All the good surprises were out now and the rebound is overstretched.  Looks like it will consolidate lower to 31 before challenging the upside.  Healthy long term movement.

SMCI is collapsing now.  Probably heading back to lower 20.  

Agree with you for long term.  Short term look like going back to test the low.  Look at Dell just announced results which is negative.  SMCI is a competitor of Dell.

Warren Buffet just have a narrow escape with Apple.  Six months ago he was probably sweating in his pants and he played a deceiving game by stopping to announce his holding of Apple every month in order not to panic investors while reducing.  From here onward he will quickly sell the rest of Apples before it collapse by 70%.   Apple does not deserve PE of over 20 X.  It's business outlook is only good for PE of 5 which means the share price should drop to $50.