I guess short $Apple (AAPL.US)$ here because it is clear th...
I guess short $Apple(AAPL.US$ here because it is clear they do not have AI. We are witnessing a Nokia moment for Apple
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
Bringing actionable insights to a world of “professional” analysts
106Followers
39Following
449Visitors
Follow
brave Capybara_5105 : Apple has been through these cycles many times and they know how to pull this off
Rexon CapitalOP : They have been known to never be the first mover. However, I see AI as the internet. Apple does not have a browser now because they could not do better than Google. So instead of wasting more money (including Project Titan), they decide to license from Google
junclj1223 : AI is just hype; one day the bubble will burst. It's like Facebook's metaverse and Tesla's electric car. If there is hype, there will be bubbles. Apple is not the same; phones are tools. A phone is not a program; AI relies on tools to use it. If you say that the iPhone becomes Nokia, then it's better to say that Android phones also become Nokia phones. Don't use your phone, AI can appear in your head out of thin air. Inject AI lenses into your head, and use phone calls to send messages directly from your head.
Rexon CapitalOP junclj1223: We shall see. During the rise of internet, it was also called the hype. During the dot com bubble, many bad internet companies got burst, leaving only those stronger ones to survive. Facebook’s metaverse is still too early for long term usage, however look at Roblox. Tesla has been growing and it is not even in every country. Not sure where you read your news but if you look around, you see Teslas everywhere. Globally, we are cutting fuel consumption and transitioning to clean energy. It will not be completed in 10 years, probably 30 years for full transition.
Maniac Fool : Apple has refined its own LLM to allow for images with high resolution as input… it is refining its own tool at its own pace: do it slow, do it right with a boom!
Rexon CapitalOP Maniac Fool: I should correct my previous text, instead of AI, it should be GenAI. My investors had the idea that Siri would be the GenAI for Apple but it seems not. I believe when Apple confirms the licensing, we will have more answers