AAPL · Apple Inc.Apple Inc.
📋 October macro tailwinds (seasonality, rate cuts, government shutdown dip buying opportunity) create bullish setup for high growth stocks like NBIS, RKLB, and seasonal beneficiaries AMZN, AAPL, LULU
October macro tailwinds (seasonality, rate cuts, government shutdown dip buying opportunity) create bullish setup for high growth stocks like NBIS, RKLB, and seasonal beneficiaries AMZN, AAPL, LULU.
Chart
Post Timeline · 1 posts
@RonDeSantis Hi Ron, so there's two different parts to it: 1. Hyperscalers ( $ORCL, $META, $AMZN): They're spending more than they have with profit ( $GOOGL is the rare exception, and $AAPL isn't really spending much relatively). So markets are worried less worried it's transl…
Thesis: General discussion of hyperscaler AI spending, supply chain vulnerabilities, rare earth dependency, and geopolitical risks without specific actionable thesis on any ticker.
October macro tailwinds (seasonality, rate cuts, government shutdown dip buying opportunity) create bullish setup for high growth stocks like NBIS, RKLB, and seasonal beneficiaries AMZN, AAPL, LULU.
source ↗TAM expansion for Apple's technology as competitors copy it, and application to other product lines.
source ↗