Aug. 12 at 8:13 AM
$INTC $AAPL $APP $NIO $GOOGL Intel remains focused on manufacturing and foundry execution, Apple benefits from a broad hardware and services ecosystem, AppLovin benefits from mobile advertising and software monetization, NIO remains tied to Chinese EV demand, and Alphabet benefits from advertising, cloud, and AI. I'm watching foundry progress, device demand, ad growth, EV deliveries, cloud revenue, and AI spending.