$Apple(AAPL.US) is my non-chip hideout and the foldable iPhone story keeps building, reportedly 5 new models coming with the foldable priced around $2,300-2,500 for 2026 into early 2027. on a day the semis complex bled, Apple's consumer-hardware narrative is a different risk driver entirely, and now Alibaba's Qwen is powering Apple Intelligence in China too. i hold it as low-drama exposure, not adding at these levels, just riding the product cycle.
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