Had coffee, also a healthy breakfast. Greeting the morning sun with the last bites of a ham sandwich on an everything bagel, followed immediately by Mini Snickers and hot Folgers.
Then IRC. Then stockanalysis.com
Apple is a safe haven for US tech stock investors. Other co's have a selloff, that move that money into Apple. Apple has least investment (in it, the company) in AI. The AI bubble pops, and Apple will shuffle on, no worries.
Meta has negative FCF (Free Cash Flow) ($32B last Q), for the first time since it's IPO in 2012. This has been put into AI ($32B+) in under 3 months. Burning the mattress money to keep the place warm. Doesn't sound like the banks/hedge funds will be seeing their investment go into the green anytime soon.
The air is cool. Bad sleep. Chomping for money and laundry and other life tasks come next Wed.
××× ttyl