Apple Inc
Long

design & technology is alive and well...

133
Shorts were tossing up monthlies last weekend calling for end of days... It did languish post-earnings performance past few weeks I'll give them that. Sold positions at 142,00 / re-entered last week, stable bounce off the 120,00, I accumulated there. Long stock & options in AAPL.

5G super cycle

best product offering to date in consumer tech

if you're still employed and/or wealthy you're upgrading your devices

secondary market bidding up their refurbs & used/abused

they stamp their own silicon

one of a few companies the Chinese consumer loves.

111b quarter.

only negatives in 2021 perhaps are meeting demand and antitrust jawboning. took 12 weeks to get the Airpods Max. But I love 'em. BULLISH

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