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00:00:00 Market environment

00:07:00 Eli Lilly

00:24:00 First Solar

00:40:40 Spotify

00:59:50 Microsoft, Windows 10 & 11

01:11:20 Apple

01:41:40 Strategy, Bitcoin, Cantor Equity Partner A-share A40D87

Spotify

https://open.spotify.com/episode/6z8c8F2IvzrYq51EUrVHqg?si=8N2VftoMQjOLaro_9t9kVQ

YouTube

https://www.youtube.com/watch?v=vANGx5Y_LyM

Apple Podcast

https://podcasts.apple.com/us/podcast/87-apple-strategy-microsoft-spotify-first-solar-cantor/id1695869891?i=1000706253667

$$AAPL (-4 %)
$MSFT (-1,53 %)
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