1: Bullshit. If you look at DIS Q’s they are all in on subscription model. The margins on it are insane. Not only that, they have an entire revenue ecosystem where people watch the show -> buy the merch -> goto the parks to see the characters -> watch the show. AAPL and GOOG buy backs and you’re making a bear case for DIS? Get real.

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Not the 185C on goog lol

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Its pretty concerning as AAPL shareholder that they announced a mother of stock buy back instead of using that money to go balls deep into AI to beat MSFT and GOOG at their own game.

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Dam, everyone was talking shit about GOOG this morning

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GOOG actually went green. Congrats anyone who bought calls on the dip

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There are worse things that they could have done. Also AAPL was never really a leader type. They are more of a luxury-tech company akin to LV bags or Burberry raincoats but for electronics. They are never the first to the game but often manages to come from behind with more refined/upgraded versions of existing products be it PCs, MP3 players, phones, e-watches, or VR headsets. Even the tablet market where they popularized the format with the iPad existed before Apple made it more common. Also Apple is more of a hardware + services ecosystem company so a mainly software upgrade cycle is something they should lag and follow from behind in. The real surprise was when MSFT blew Google out of the water with ChatGPT. I don't have a position in AAPL btw. I'm on team GOOG.

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**!banbet GOOG +6% 4d**

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So GOOG morning dump happened for no reason?

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I can't in good conscience play any more Fortnite after what Epic just did to my GOOG.

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GOOG calls. they’re continuing to slash operating expenses while growing their top line.

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