$蘋果 (AAPL.US)$ Openai自己的語音做的都不太行，尤其是速度，很難指望Siri有多大進步，真正需要高級語音助手的可能會去買三星。華爾街期待的刺激大家換15 pro或是更新的機器可能要落空。巴菲特本身就不看好AI，再這麼拉垮的發佈會後，韭菜們正好入場接他的盤子
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$蘋果 (AAPL.US)$ 基於這種剛剛及格的表現，回購更像是爲了提振股價，而不是股價被低估。希望在6月能看到siri的進化，不然會很難看
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$納指100ETF-Invesco QQQ Trust (QQQ.US)$ 大不了認錯唄，反正總有理由，都是數據的鍋。沒有前瞻和預判，這個主席的位置，放塊兒饅頭🐶都能坐。吃短債也很香。
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$蘋果 (AAPL.US)$ AI雖然落後了，只要抓住OpenAI的大腿，iPhone爆款肯定出的來，比什麼AIPC要真實一些。
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$20+年以上美國國債ETF-iShares (TLT.US)$ JP不敢說任何打壓市場的話，怕擔責任。他放任風險資產高漲，後者會繼續推高通脹，但他覺得這樣做沒人怪罪他。而且他更害怕自己的話導致輕微衰退。這個和2021年的失敗政策如出一轍。特朗普可能會感謝JP，年底會出現滯脹蕭條。
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