𝗠𝗮𝗿𝗸𝗲𝘁 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 - 07/31/25 I decided to sell my position in 𝗔𝗽𝗽𝗹𝗶𝗲𝗱 𝗠𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀 𝙙𝙪𝙚 𝙩𝙤 𝙩𝙝𝙚 𝙤𝙫𝙚𝙧𝙖𝙡𝙡 𝙘𝙖𝙪𝙩𝙞𝙤𝙪𝙨 𝙨𝙚𝙣𝙩𝙞𝙢𝙚𝙣𝙩 in the semiconductor sector. The market remains fragile, with ongoing macroeconomic uncertainties and supply chain tensions. In addition, investors are awaiting the August 14 earnings report, particularly regarding demand for DRAM and logic systems. This combination of factors increases short-term volatility. I prefer to secure my gains while waiting for more clarity. Wedbush Securities believes that 𝗔𝗽𝗽𝗟𝗼𝘃𝗶𝗻 𝙞𝙨 𝙬𝙚𝙡𝙡 𝙥𝙤𝙨𝙞𝙩𝙞𝙤𝙣𝙚𝙙 𝙩𝙤 𝙘𝙤𝙣𝙩𝙞𝙣𝙪𝙚 𝙞𝙩𝙨 𝙨𝙩𝙧𝙤𝙣𝙜 𝙜𝙧𝙤𝙬𝙩𝙝 𝙩𝙧𝙖𝙟𝙚𝙘𝙩𝙤𝙧𝙮 and meet or even exceed second-quarter estimates. In a note published Monday, the firm highlights that the mobile technology provider is benefiting from solid momentum, which should support its short-term performance. $APP $AMAT $SPX500 $NSDQ100