Chasing Capital Or Chasing Access To Fabs -- February 3, 2026

Locator: 49895TECH.

Apple is tracked here. 

Chips are tracked here. 

I see it this way:

• personal tech:
• Android
• Apple
• macro
• large data centers
• large language modesl
• space 

Macro: 

• chasing capital
• Android / Apple chasing chips and chasing "fabs."

Huge difference.

Apple has "no" direct competition. Sitting in the cat-bird seat. 

Apple: link here.