Speaker holds a large position in AAPL and is actively adding to it rather than selling.

Be sure to stick around to the end where we talk about Apple's new partnership with the buy now pay later giant CLA to offer product leasing.

I've got a ton of Apple. I got a ton of Microsoft. I'm going to got, you know, Amazon, Tesla, Alphabet. I think it's all great. I'm not selling any of this stuff. I'm buying more.

My next radar point is Apple partnering with CLA to offer leasing on their products. So, Apple just launched a full device leasing program through CLA called Apple Upgrade, replacing the old iPhone upgrade program and expanding it now to the watch, the Mac, and the iPad.

Apple raised prices on their Macs and iPads by $200 last month because of surging AI demand for memory and storage.