I do think Apple’s setting itself up to run in both the near-term as well as the longer-term, and as you guys know I see a $2k target on it in ten years anyway. I’d like to build up my Apple common position, so I’m adding to my Apple today. Here’s a video we shot last night with me discussing the $2k Apple target with Stacey Delo from the WSJ:
We hit on everything from Tesla’s cutting-edge Actual Smart Summon (ASS) technology, to Nvidia’s falling stock price, plus market moves, hedges, and the future of humanoid robots in this no-holds-barred Q&A.
We analyze Google's potential value in the event of a forced anti-trust breakup of the company.
We are hitting the road, and as you might expect, we sold/rolled down a few puts into today's ugly action after getting increasingly more cautious as noted last week.
What does the uniformity of agreement regarding AI mean for the markets and for us?