As I drove home yesterday from an Apple investors conference in Boston, I kept thinking about two things our guest analysts said.
Horace Dediu will do the heavy lifting. I'll be interviewing Apple analysts and giving a presentation about AAPL in the Trump era.
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The Times, Post and USA Today reviewed him. Scott Galloway and Jon Stewart interviewed him. You may have even read his bestseller.
Read More Look who's coming to the ACTIVE Apple Investor Conference next week
"Of course, Apple is late to AI, but they are essentially a toll collector on its unmatched global ecosystem."
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