$Apple(AAPL)$ The AI trade has been building for over a year now. The street has never been more blind to it. The consumer product is the distraction.
I'm holding 20 calls at the 270 strike expiring 2028.
This setup felt straightforward, similar to the 20 $Microsoft(MSFT)$ calls at 300 I held for three months and sold recently.
The consumer product side isn't worth focusing on. Vertical integration and controlled quality in systems is where the real edge is.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
