2026-04-01XPost

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UnclassifiedEquitySupply chainAI adoption and productivityTechnology hardware, storage and peripheralsSemiconductors and semiconductor equipmentApple supply chain

Happy Birthday $AAPL. After 50 years of thinking different, I believe that Apple’s most profound feature is still in the making: personalized AI. Apple + AI remains appears to be one of the most underappreciated opportunities in tech. Glad to be an investor with further anticipated upside ahead. Separately, I expect companies powering Apple, like $MRVL (a LOUP holding), to be major beneficiaries of this next wave. To view the Deepwater Frontier Tech ETF's (LOUP) current holdings, visit: https://t.co/rUbLi7toBJ.