$AAPL - Apple's new MacBook Neo at $599 dramatically expands their addressable market with clever supply chain management using binned chips, while the MacBook Air remains an excellent product.
$ANTHROPIC - Anthropic is rapidly shipping features and dominating enterprise with Claude's superior coding capabilities and integrated harness approach, creating sustainable competitive advantages.
$NVDA - Nvidia seeing massive demand as AI paradigm shifts to agentic workflows requiring dramatically more compute, with Intel and AMD sold out of CPUs.
$INTC - Intel experiencing supply shortages as AI agentic workflows drive unexpected CPU demand, with the company unable to make enough chips to meet demand.
Bearish:
$MSFT - Microsoft struggling with their AI strategy as they can't achieve model independence and must partner with Anthropic, reducing margins and strategic flexibility.
$GOOGL - Google has good base models but fails at product execution and reinforcement learning, with Gemini not being used despite technical capabilities.