Locator: 51138MARKET.
Sell in May, go away.
For me, with regard to investing, today felt like a watershed day. Connecting all the dots suggest the "AI Buildout" will last another ten years. Apple, alone, is going to be spending a lot of money over the next ten years. And as big as Apple will be with spending, Apple is not even the biggest.
It will be interesting six months from now to look again at the market action today.
Micron says it will spend $250 billion through 2035. Comes to about $25 billion / year. And that's just one company. Announced today. It's a big, big deal. The story garnered headlines everywhere.
BRKB: absolutely flat since February 21, 2025.
Mag 7: anything but flat since February 21, 2025. In fact, Micron didn't start to take off until February 2026.
