$Klarna Group plc(KLAR)$ The market really underestimates the $Apple(AAPL)$ deal. Even with a very conservative take on the new lease program, this is what Klarna could bring in annually from iPhone sales alone. 25% is a very conservative penetration figure. We could easily see 40%-45%.
$Apple(AAPL)$ All of AI runs on phones and computers, and Apple is the king on both. It doesn't take a genius to figure out that Apple's future is solid. Buy and hold.
$Microsoft(MSFT)$ MSFT is up 0.44%, and I think this move is supported by strong fundamentals rather than just market sentiment. Azure continues to show strong growth, while demand for AI and cloud services remains robust, and the latest earnings report supports that. There may still be some short-term volatility, but as long as key support levels hold, I believe MSFT's long-term bullish outlook remains intact.
$Apple(AAPL)$ Jefferies has historically been a lot less accurate on Apple compared to top Wall Street names like JPMorgan Chase, and much more bearish. While the major institutions have mapped Apple's growth by tracking its actual financials, Jefferies has repeatedly leaned on supply-chain rumors that never really panned out.
$Apple(AAPL)$ Wall Street seems to expect Ternus to bring back the excitement that has been missing. I hope my thesis is correct. That is likely why the board views Ternus as the right choice to take over as CEO. Bringing back in-person demos would be a good move too.
Microsoft's backlog just hit $684 billion. The part that stands out to me is how much of that is tied to OpenAI. It gives a sense of the scale of the AI opportunity here. This isn't just about what $Microsoft(MSFT)$ is selling right now. A massive pipeline of future revenue is already sitting on the books. AI spending may be expensive at the moment, but the backlog makes it clearer why Microsoft is willing to keep pushing chips in.
$Apple(AAPL)$ Price action is holding strong around $313.33 right now. The Wall Street Journal report that Apple is actively testing memory chips from Chinese semiconductor maker CXMT across iPhones and MacBooks really changes the picture. Quiet shifts in supplier foundations like this tend to get attention from those positioning ahead of macro moves. With the broader trend staying intact, I'm personally not chasing green highs here. I'll keep scaling into key support dips with disciplined risk control. The big question is whether this supplier expansion will reshape the global semiconductor landscape. I'm following the market and sharing charts, trading notes, and ideas I'm watching.