The earning season really shows how strong Apple is toward consumer. Apple has been historically seen as a phone company, but it is now building its own “privacy complaint” ad platform, running its own TV shows, doing chip design, CarPlay OS, it’s firing all cylinders in entertainment, device, fitness, and now credit card and finances, primarily due to its proprietary control of the operating system.
With the declining Android/PC sales but increasing iPhone/mac sales, it’s just a matter of time the grip Apple has over other consumer big / medium tech grows as Apple pursue complete domination of operating systems adoption through the world. Sure Apple doesn’t offer enterprise and cloud compute yet, but if we just focus on consumer, you can’t really long both Apple and its competitors can’t you? Meaning, if you are buying META you are basically betting against AAPL, so on and so forth..
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