$Apple(AAPL)$ Apple sold off after the first iPhone event in 2007 too, which is a pretty common "sell the news" pattern. I thought this event was solid. On average though, Apple tends to be up 14.3% within three months of WWDC.
$Microsoft(MSFT)$ I've genuinely looked around and haven't found any real hit pieces or bad articles. No short reports either. Just some technical analysis of a single point in time, which could be interpreted either way. Maybe the scheduled liquidation data? It all seems like good news to me. If anyone finds any negative articles, feel free to post them here. Thanks.
$Apple(AAPL)$ There was a behind-the-scenes shakeup at Apple in early 2025 after Apple Intelligence underperformed and Siri delays piled up. Key moves included John Giannandrea being stripped of AI duties, Siri being handed to Vision Pro lead Mike Rockwell, and Apple striking a deal with Google to power Siri with Gemini and Google Cloud. Tim Cook got unusually hands-on, personally directing AI features. This Monday at WWDC, we saw the payoff: a rebuilt Siri plus a standalone ChatGPT-style app. This is one of Cook's last major product resets before John Ternus takes over. This could be a catalyst for AI sentiment on AAPL.
$Microsoft(MSFT)$ This move is like a runaway train now. It was wound tight and is now uncoiling upward. People are rushing to try to catch it before it passes the new ATH.
$Microsoft(MSFT)$ 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.