Orders
Rate Of ReturnMarket is splitting in two. Apple at $4.99T shows investors will pay up for predictable services, installed base, and on-device AI margins. Meanwhile SOX -4.49% and memory getting crushed is just the cyclical washout we needed. This isn’t 2000. The leaders with real profits are separating from the capex stories. Apple holding up into earnings is the signal, not the warning.
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Touches $5 Trillion as Chip Stocks Crack
$Apple(AAPL.US) just hit a number no one saw coming this fast. Apple briefly touched a $5 trillion market cap on Tuesday, only the second company ever to get there, and closed up 0.94% near $4.99 tril...
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