Positive impact if you understand how Apple conduct business.
Hint 1: Apple always cannibalize its own products.
Hint 2: Glasses + AirPods + Watches + Siri = ?
Two f… idiots, G… and F…, trying to outmaneuver Apple. Can’t they do something else and blaze their own trails. Always re-engineer Apple vision and try to rush there first.
Under Jobs, yes. Not sure about Cook.
Hint: Tim Cook is not a founder.
Informative video delving into the mechanics of Cathie’s fund. Answered many of the questions on capacity and liquidity.
U is getting its butt kicked. This may be a long-term play.
I started a small position in U.
Are we in an echo chamber?
Those who have position in U,
@manch
@mcp
@druid
@hanera
@DoctorOcho
@girlykick
Edit
Updated 
More the merrier!
I’m already in!
Any1 has position in TDOC? Added more today… not a big position though… just wondering I should…
If that red line is not broken, should re-bounce BIG time or if break, dive! Buy big time or not? Who has the almanac?
For the past few weeks, Cathie has made a BIG plunder. Selling rock solid FAANMG and buy no earning high growth high beta stocks. It may be the right strategy if done at the RIGHT timing. She did that too early. While FAANMG dropped by a few percentage, those stocks she bought dropped by 20-30%. Fire the current EW guy if he advises her in the timing or start listening to the EW guy if she is the one who over-rule him.
But you are an EW guy and you also bought early…
I didn’t use any EW, blindly follow her into U. Now I realize I shouldn’t. Please don’t be selective in your recalling of events 
Cathie is yesterday’s news. A sea of red in the junk stocks. Good news for the market. Time to flush out the hype and junk.
No AAPL to sell? Only sell AMZN FB TCEHY PYPL.
Bought in ZM U SE. PDD! After Trump is no longer POTUS, she becomes very bold and start buying many China stocks.
Permabear Kass pooh pooh Cathie ARKK.
ARKK and ARKG were launched on Oct 31, 2014. their returns are higher than QQQ but is below QLD and TQQQ.
This Doug Kass guy doesn’t sound that smart
Doug Kass is a well known “bear” who write bearish articles about hot stocks. He used to hound AAPL. Don’t believe him, he made $ from those articles, his short is only a few shares or 1-2 put.
Didn’t know Puru is also into the fib voodoo… SMH.
He wrote it at the beginning of today’s session and ARKK did indeed held above the 40w EMA at $110.
