$Microsoft(MSFT)$ To me, investing in Microsoft is about backing what's become the essential digital backbone of the global economy. It's a company generating massive, resilient cash flow now, while building the ultimate infrastructure for the future.
$Apple(AAPL)$ Crypto ultimately rewards those who prepare, not those who stay in the dark. The doubters often end up being the ones who say "I wish I had known earlier." They dismissed it until they realized the opportunity was actually real.
$Apple(AAPL)$ Apple's WWDC in early June will introduce AI Siri and AI Extensions, then the iPhone Fold in September, followed closely by Apple Glasses and Home products. I'm interested to see how this plays out.
$Microsoft(MSFT)$ Seagate really crushed it, now valued at about a forward P/E of 45... It would be nice to get a valuation like that here... Just a forward P/E of 30 would put this near 600.
$Apple(AAPL)$ For a large company like Apple, the CEO apparent has been heavily involved in company direction and strategies for a while. I'd speculate that John has been making key decisions on strategies related to specs and competitive pricing to grow iPhone 17e and Macbook Neo, as well as partnering with Google on AI functionalities. I am looking forward to John bringing innovative products and services and profitable growth to shareholders for years to come.
$Apple(AAPL)$ Apple's incoming CEO John Ternus told employees he's especially excited to step into the role now, because Apple is about to change the world once again. He said Al creates almost unlimited potential and will unlock new opportunities across Apple's products and services.
$Apple(AAPL)$ To me, a CEO with a strong engineering background is highly desirable, especially considering the near-future direction of Apple products.