$AAPL

Does he own it?

Across all 31 tweets he never states buying, holding, adding, or sizing an Apple position. Every explicit "I am long" / "I own" / "I haven't sold" statement targets small-caps (Sivers, Win Semi, MSSCorps, Auros). Apple appears only as a supply-chain endpoint, benchmark, or megacap reference. No portfolio weight given.

His thesis

Apple functions as a recurring anchor in his small-cap supply-chain theses rather than an investment of its own. He frames Apple as a likely downstream customer driving demand for the companies he actually owns: a Sivers/Sivers Semiconductor laser customer for next-gen wearables (blood-glucose/watch lasers at ~50M units/yr), a MSSCorps analysis customer, and a Win Semi legacy client. He treats Apple as a cash-rich megacap that will weather rate/AI-capex cycles, and notes its Mac Mini as AI-orchestration hardware, but says such demand is immaterial to a ~$3.7T company.

How his view evolved

Consistent throughout: Apple stays a contextual reference, not a pick. Early it anchors the Raspberry Pi thesis; later it validates the Sivers laser thesis as a marquee future customer. Stance toward Apple stays mildly positive but peripheral.

Key points

• Apple cited mainly as a future customer for his owned small-caps (esp. Sivers lasers for wearables), not as a holding
• He explicitly calls Apple-level hardware demand immaterial to its ~$3.7T cap
• No first-person buy/hold/size statement for Apple anywhere in the history

Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $AAPL on X ↗