Locator: 48983AI.
Interview of the day: the 29-minute interview between "the Judge" and the CEO of Altimeter Capital, Brad Gerstner, wiki.
- the meme today: Nvidia is at huge risk. 99% of its revenue comes from two or three hyperscalers.
- my response: the Willy Sutton question -- why did Willy Sutton rob banks?
Wow, wow, wow -- Brad Gerstner explained why Apple shouldn't buy Perplexity. Wow, wow, wow. It all has to do with the edge, which I just discussed earlier this week. And, again, it's all about the battery?
Again, it appears like Tim Cook is threading the needle.
Apple? Up almost $2.00 today.
