⚠ Macro context — Apple-Intel deal is the WHOLE story today
Three forces stacking risk-on:
Trump announced via Truth Social this morning that Apple has agreed to work with Intel. INTC up +9.4% in pre-open trading. Mega-cap structural news — Apple foundry pivot away from TSMC exclusive dependency. Layers on top of the 6/11 BAC double-upgrade to Buy + repor…



