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$Circle Internet Corp.(CRCL)$ If you ask if I would keep $Circle Internet Corp.(CRCL)$ for long term - Yes — I would keep Circle (CRCL) for the long term, but I would treat it as a high-growth/high-risk position rather than a core “set-and-forget” holding. Given your previously mentioned 120 shares around $89.21, the situation has improved: at about $97.50, you’re roughly +9% before costs. More importantly, the long-term thesis is getting stronger. Why I’d keep it 1. USDC is growing strongly. Circle ended Q2 2026 with $73.3B of USDC in circulation, up 19% YoY, while Q2 on-chain transaction volume reached $14.8T. That’s the key metric I’d watch. Circle’s value ultimately depends on USDC be
$Apple(AAPL)$ would you buy more $Apple(AAPL)$ ? Yes — I would keep AAPL for the long term, but I’m less enthusiastic about adding aggressively at current levels than I am about $Meta Platforms, Inc.(META)$ or some of the semiconductor. Apple’s fundamentals are actually quite strong right now. Its fiscal Q3 2026 revenue was $109.4B, up 16% YoY, with EPS up 29%, and iPhone, Mac and Services all hitting June-quarter records. 🍎 My AAPL outlook Long-term rating: 8/10 — HOLD / ACCUMULATE on pullbacks The interesting thing now is that Apple has several potential catalysts: * iPhone 18 cycle — early demand appears strong. * First foldable iPh