Some recent tech breakthroughs have me:

bullish on Apple.
bearish on cloud.

I build languages for scientists of all ages.
https://hub.scroll.pub
https://scroll.pub https://pldb.io

(Im talking about product demand, not stock prices--dont pay attention to those).

Funny, I was just thinking about Apple, and how tarriffs might affect it. Obviously their gear will become much more expensive in the short term, but if there are retaliatory tarriffs which seems the norm, will they lose a ton of global sales as well? Or do you just mean bullish on their tech, so on a longer time frame after global geopolitical reorganization is finished?