We see a buying opportunity in Apple Inc. post the WWDC and inflation pressure-driven pullback, with AAPL stock testing its EMA50 support line this Tuesday. The Siri AI refresh and Apple Intelligence, leveraging Google Gemini, mark a structural win for us, expanding AI capabilities across devices and enhancing user stickiness. The monetization strategy exists and centers on upselling iCloud+ and transaction fees from third-party AI agents, driving service growth with modest CapEx relative to peers.