The last month apples stock has gone up by almost thirty percent over something that hasn’t even been out yet. Something which sounds like a lot of hope and expensive air. I am however still very bullish on this stock and came here to hear peoples opinions so that my theory can be flamed and tested.
Apples userbase is very big and brand loyal, they don’t run as big expenses on AI compared to their revenue and are the only company making both the hardware and software for the masses. The numbers of the second quarter released by apple were beating expectations showing that Apple is proffitable and has their loyal consumerbase which gives the company time to actualy make something out of their AI integration without rushing random functions out. Eventhough real tech people might not be a fan of having to wait most normal people will want a smooth experience which is well integrated even if it takes longer, their userbase likes the walled garden and will not change companies quickly. The big providers have said they see that people are waiting for the iphone sixteen and I think that it will be something people get exited about it doesn’t have to be the best new ai ever for most people the bitmoji and recorded calls will be what they will use most and will be envious about. Just like with the Blue and Green bubble in messages I think these features will become a must have for many. All in all I think Apple is very well placed to actualy make something out of this Ai integration. If this supercycle happens it will short to medium term boost the stock and I think and ofcourse as a shareholder hope this will happen.
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