John Giannandrea is on his way out, the former head of Google Gemini engineering is in.
A place for Apple traders and investors to share their best ideas.
Read More This week's Apple trading strategies (12/1-12/5/25)
Why do Apple shares zig when AI stocks zag?
3 weeks ago
3 weeks ago"Perhaps Apple is a premier defensive play as well for those who want to bet on AI monetization prospects, rather than just sheer spend."
"We believe this is a 1996 Moment... and NOT a 1999 Bubble Moment and remain firmly bullish on tech stocks into year-end and 2026 despite recent investor bearish fears."
Read More Apple is No. 6 in Daniel Ives' top 10 names to own before the year ends
Inc. has its eye on Apple AI
4 weeks ago
4 weeks ago"Apple has more than a billion devices in service. Could all those equipped Apple devices quietly become the largest distributed compute network on earth?"
"If the replacement is internal, I will be worried about more-of-same which is not what I think this company needs."
"We need a name, a term for when a company/person does what the whole world is utterly convinced is the wrong move — and then turns out to be right to earth-shattering effect."
WSJ: The source of AI froth
1 month ago
1 month agoA certain amount of corporate spending on AI companies might not be carefully thought through. It’s more performative, a demonstration that leadership is doing something.
From "Apple's minimal AI spend may lead to big gaps in competition, says Big Technology's Alex Kantrowitz" which aired Tuesday on CNBC.
Read More CNBC: Apple's minimal AI CapEx spend — pro and con (video)
Apple as AI safe harbor
1 month ago
1 month agoLight footprint, fortress balance sheet, massive cash reserves.
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