AAPL Q3: iPhone to the Rescue, But AI Lag Casts a Long ShadowCall me old fashioned, but I like my investments lFun fact: $TSLA is the only company among the MagnWe’ve made more money sleeping than most make chasDonald J. Trump Truth Social 07.31.25 10:01 PM ESTDonald J. Trump Truth Social 07.31.25 09:52 PM ESTJapan believes the semiconductor tariff rate soon TSMC led all other Taiwan firms with ‘invention’ pSK Hynix topped Samsung Electronics as the world’s$AAPL shares are up 2% on great news and guidance,*TAIWAN'S PRESIDENT LAI SAYS US TARIFF RATE IS 'TEWhere’s the growth coming from? In one word? AI.Donald J. Trump Truth Social 07.31.25 07:26 PM ESTIF U.S. HAS SURPLUS WITH A COUNTRY, TARIFF RATE ISSMALL DEFICIT NATIONS HAVE 15% TARIFF, SENIOR U.S.🚨 The U.S. Treasury just changed the game. Trillio*US SETS 20% TARIFF ON TAIWAN *US SETS 19% TARIFF WHITE HOUSE SAYS SOUTH AFRICA RECIPROCAL TARIFF RAWHITE HOUSE: TARIFF RATE OF 15% FOR VENEZUELA*TRUMP RAISES TARIFF ON CANADA TO 35% FROM 25% EFFWHITE HOUSE: PRESIDENT DONALD J. TRUMP FURTHER MODWHITE HOUSE SAYS TRUMP HAS DETERMINED THAT IT IS NWHITE HOUSE SAYS COUNTRIES NOT LISTED IN ANNEX I W*TRUMP KEEPS MINIMUM RECIPROCAL TARIFF AT 10%: WHI*TRUMP SIGNED ORDER INCREASING TARIFF ON CANADA FR*WHITE HOUSE: TRUMP WILL MODIFY CERTAIN COUNTRIES WHITE HOUSE: GOODS TRANSSHIPPED TO EVADE 35% TARIFDonald J. Trump Truth Social 07.31.25 06:38 PM ESTTo be sure, Cook has said several times that Apple$AAPL says CapEx will grow substantially driven by$AMZN reported a fine qtr – some good and some mixFinal question on the call: Cook said Apple is “veThat’s either genius or madness. But with Elon, th$TSLA Summary - 7/31/2025 Positive Catalysts: 1/ TTopic of Siri in the Q&A. Cook reminds investors wCook indirectly addresses Jony Ive going to OpenAII'm surprised $AMZN stock did not move higher on tCook says vast majority of iPhones sold in the US $AAPL guide was better than expected: Revenue of 5KALSHI PREDICTION MARKET INTRODUCES FIRST US IPO A$AMZN management on tariffs. Touched on twice but Tim Cook on tariffs: $800 million impact in June q$AAPL stock now up 1% (was up 2% at start of the cAnother $AAPL question. Was there anything one timApple should be very pleased with the folks who sp$AAPL first read: Tough crowd given the stock is o$AAPLBig picture. Investors don't believe the streFor the $AAPL call: ➡️Is it true we should not exp$SKW Stahl-Metallurgie Holding AG(SK1A.DE)$SKW StaFor the $AMZN call: 1. How much of AWS capacity co