What do you invest in?

I invest most of my money at the top layer right now. TSMC a big one. I don't know if Nvidia will win, TPUs, Jalepenos, Cerebras or whatever is coming up. I just know they all have to go through TSMC. I have a bit in Intel as well just for geopoltical reasons.

I'll definitely be buying Anthropic.

Funny enough, I do have substantial amount of Apple stocks I accumulated pre-ChatGPT but I've been selling here and there as it reaches all time highs due it being an "AI hedge".

I think Wallstreet is getting it wrong and I think the narrative around Apple will change fast in the next few months.