Trade Alert: New Defense Playbook is Live
Plus, WWDC kicked off today and Apple's entire AI strategy is on the line. Here's why all eyes are on AAPL…
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The New Arms Race: Our Defense Stock Picks
Everyone knows defense spending is booming. Fewer people know that the legacy giants are guiding for 4–5% growth while a handful of smaller specialists are quietly posting double-digit revenue growth with record backlogs.
We dug into the data, found two names where the LikeFolio scores are flashing strong buy signals, and built full trade plans with profit targets above 100% and risk/reward ratios north of 3:1.
Apple Opted Out of the AI Arms Race. This Week We Find Out If It Pays Off.
Amazon is spending $43 billion a quarter on AI infrastructure. Microsoft, Google, and Meta have all roughly doubled their capex. Apple spent $2 billion last quarter, and that number is actually shrinking.
Instead of building its own AI, Apple is betting it can own the distribution layer and let everyone else burn cash on the models. WWDC kicked off today with Tim Cook's final keynote as CEO, and it's the first real test of whether that bet holds up.
We break down what to watch and what it means for the stock →
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