The One Ticker You Need This Week
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Tuesday, January 28th
“I drink a great deal. I sleep a little, and I smoke cigar after cigar. That is why I am in two-hundred-percent form.”
-Winston Churchill
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Markets Today
🌏 Asia-Pacific: Down
🇪🇺 Europe: Down
🇺🇸 United States: Up
🛢️ Oil: Up
⚡Crypto: Down
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Major Market Events
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Ozempic approved for kidney disease (link)
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X moves closer to becoming the everything app (link)
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Gulf of America coming to a phone near you (link)
🤔 My Thoughts
Everybody was laughing at Apple just a few weeks ago. Their own Apple Intelligence was a failure; they were in talks to add OpenAI to their software; and everyone else was pouring billions into developing their own LLM models. Apple’s days seemed numbered. Until…
Deepseek completely upended everything. An LLM for a 1/30th of the cost completely upends the business models of companies like NVDA, SMCI, and OpenAI. Rather than being a flagship product, LLM’s will soon become commoditized. They won’t be special. What will be special is the wrapping that they come in. And no one excels at wrapping more than Apple.
They avoided all that expensive R&D. I’ll be shocked to see if the stock doesn’t climb to all-time highs after earnings later this week. And I’m glad that I have a strategy that I can use to trade Apple each week. To learn more about it, click here.
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Testimonial of the day
Tom P.: “You did inspire me to purchase calls on the vxx and I made 900 in one day on just 2 calls. Thanks I am pumped.”
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