$Apple(AAPL)$ AAPL looks like it could tag 345 soon, and I think 350 before earnings is a real possibility. Most others are getting buried by capex, but Apple is moving at its own pace — slow and steady. The AI spending frenzy still needs to settle before the right allocation becomes clear, and staying measured on that front looks like a smart move. If the picture feels unclear, I'd rather sit in cash and wait for a better read.
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