Tim Cook’s Exit and What Comes Next, A SpaceX Deal with Cursor, Q&A on Vibe Coding, TSMC, WhatsApp

Bullish

• $AAPL— Apple's hardware division is performing exceptionally well with Apple Silicon providing superior performance, positioning the company to gain market share as AI drives demand for edge computing.

  • “I'm really happy with the hardware. So just from a like, who's actually performing well right now, the hardware guy sounds great to me.”

    Ben·19:16Hear it

  • “Apple is poised to take more and more market share in that perspective.”

    Ben·41:57Hear it

  • “now they had the best performance. It was actually superior.”

    Ben·41:04Hear it

  • “If I can get a MacBook Neo that has great performance and great hardware design, And maybe I still like, you know, OS 10 better than Windows as well with all the Croft and all the other junk that's there. That's great.”

    Ben·41:44Hear it

  • “the MacBook Neo can be a huge hit today. And I think Apple is poised probably to take just a ton of share”

    Ben·49:02Hear it
• $TSMC— TSMC has gotten religion about AI compute demand with management now understanding the massive need for chips driven by AI agents, signaling strong growth ahead.

  • “CC Way talking about agents is to be like, okay, they're on board. They're like, they suddenly got religion in a way they did previously”

    Ben·1:23:01Hear it

  • “We need the compute. They should have spent more.”

    Ben·1:23:30Hear it

Not investment advice.