Apple is on board with AI, 'not just hype there's substance around it': Deepwater's Gene Munster
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Published 2024-05-02
All Comments (21)
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My investments in stocks and crypto are not meeting my expectations. Any last minute tips to improve my situation and make more $$$? I really need some urgent advice
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As an investing enthusiast, I've kept aside a good sum of capital to invest for financial independence and early retirement, but my concern right now is the market rally being propaganda. Is this a good time to buy stocks, or do I wait for the crash?
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Dan Nathan is always hyperventilating in a negative way against the best US Corporation……I have watched the show for over 8 years and all Mr. Nathan do is to be always negative…..Unbelievable!!! Blessed
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I hear all the points about stock buybacks being a desperate move… but… is it possible that Apple simply sees the shares as discounted based on where they see the stock going in the future?
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People buy Apple for their cash reserve. We need growth. At this price, Microsoft is a better buy.
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I like the stock.
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110B for a 2.6 T is not a not. But that is close to it yearly earnings😅😅😅. It is hard to move such a big company.
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Agentic AI? Total hype!
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$165 was a gift👍 $200 by Labor Day💰
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Good news for $TSM Taiwan semi!
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A.I.phone is the future
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If it were the end of the world I would want Gene Munster to explain to me what's going on
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Buffet reduced his shares in Apple recently ...hmmmm.
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The numbers continue to disappoint and CNBC ignores them. In the long run, they will be seen as dead money.
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apple decided to do a stock buyback (that dwarfs their R&D) when there's already opensource LLMs that can already outperform siri. oh, and ask all the applevision users whether the device is actually a daily driver or whether it's gathering dust. at some point the hand-waving, hype, & slow-rolling has to actually make sense. otherwise the ticker is just a meme.
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Market reacting like apple blowing through cash for stock is the best thing ever, while the company itself is floundering, it's pulled out of electric vehicles and they have no future product lined up... Congrats to those who hold Apple, no hate. To me, none of these are good signs though.
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AAPL is in deep doodoo. Stock buybacks are temporary boost to stock but it doesnt really matter in the long run to overall growth of a company. Tim Cook needs to go acquisitive mode fast - eg acquire an established AI LLM startup like Anthropic etc to grab the talent and existing tech and improve Siri big time. He can tie it the AI capabilities to the Ecommerce and search engine piece and go up stack into Google, Amazon and Meta territory. As for Robotics, same thing - he needs to acquire Robot startups and embrace the NVidia GROOT libraries to build truly intelligent robots. And lastly but not least, at least get to a foldable IPhone in the short to medium term as they are behind the innovation curve on mobile phones compared to SamSung and even Huawei to a lesser extent.
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Gene Munster appears to be a permeabull for Apple. So he’s been right a long time. I wouldn’t, however, expect him to say anything too far beyond Tim Cook’s prepared statements, which is too bad.
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Google and Apple falling behind in innovation. Microsoft is doing much better.
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I like Apple