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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
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