Been making moves in portfolio, will try to report tomorrow. Just a quick one on $INTC: Q3 with notable improvement in execution, margins. https://pbs.twimg.com/media/G3-LrBJXsAAT_Xn?format=png&name=medium Bought on technicals at $23. Then news came rolling in; sold today after hours for +80% profit in 3 months. Will try to repurchase lower.

Institutionals out, retail in. Bank of America Securities said clients resumed selling U.S. stocks last week after briefly “buying the dip,” led by institutional and hedge fund outflows. Despite a 1.7% gain in the S&P 500, $2.1 billion in single-stock outflows outweighed $1.2 billion of ETF inflows. Institutions, who were big buyers the week before, became the largest sellers, while hedge funds extended their selling streak to six weeks. Retail investors kept buying, focusing on mid-cap stocks.

I have previously introduced Lulu Rouge. Then Ninna Nanna pops into suggested, a remix by Trentemoller, another artist I've been listening for years. Such distinct, dark, subtle atmosphere these guys can summon. A lullaby of sorts. #GLMusicDiscovery

Daily I see headlines of RU hybrid warfare on ground and cyberspace. I want #EU to have a shadow fund, that operates to sabotage ruzzian infrastructure, "hauthi" the shadow fleet, nafo memes in ruzzian telegrams and vkontakte, pro democracy llm botnets in western media.

Donald Trump urged Volodymyr Zelenskyy to accept Russia’s terms for ending its war in a volatile White House meeting on Friday, warning that Vladimir Putin had said he would 'destroy' Ukraine if it did not agree - ft Another 180. There's a reason putin called A DAY before Zelenksy White House visit. Donnie can barely keep anything in his deteriorated mind. Like somebody said - his views are formed by the last person he talks to.

$AAPL - APPLE REPORTEDLY ENTERS ROBOTICS MARKET Apple is expanding smart home production in Vietnam with BYD, making devices like a HomePod-style display and a motorized tabletop robot, expected in 2026–2027. Morgan Stanley says the move brings AI into the physical world and positions Apple to compete with other major tech players in robotics. Can't do AI, but sure will do robotics. Reminiscent of Zuck chasing fads. (What's the return on that metaverse, from 2020-2022 capex?) $AAPL

AI video generation is a tailwind for legacy media, but goes against the typical social media user preferences

Bought tracker position into $ALAB at $171.28, won't be adding to portfolio due to <0.5% size. AI networking player, 100%+ profitable growth in recent quarters. Seen $ANET go through similar scares before.

Timmy-the-buyback-Cook is said to be leaving Apple.

AKO1L 24-25 FY Audited annual profit: 17.7M Dividend policy: 20% net income and hence previously anchored yield expectations AGM draft proposal to allocate bit over 100% 24-25FY profit: -14.99M dividend (~85%) -3M for buybacks - 18 months, 1.5-1.9 EUR range, up to 5% share capital; YTD EUR 5.12M stock turnover. So proposed buyback is very notable. -IMO management sees strong Q1 and possibly Q2. Wheat price is subpar, but chicken, main profit driver for 24-25FY, is still up there. Stock has been on a tear lately.