Is Apple a Better Once-in-a-Generation Investment Opportunity Than Nvidia Right Now?

Motley Fool06-28

Apple has a huge opportunity in edge AI -- running AI on its devices.Nvidia could continue to grow tremendously as more powerful AI technology requires faster AI chips.Nvidia has been the bigger ...

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OngJH
06-28
OngJH
ATH Wait for next year, the chance to come or dump

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href=https://www.fool.com/investing/2024/06/27/is-apple-a-better-once-in-a-generation-investment/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple has a huge opportunity in edge AI -- running AI on its devices.Nvidia could continue to grow tremendously as more powerful AI technology requires faster AI chips.Nvidia has been the bigger ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/06/27/is-apple-a-better-once-in-a-generation-investment/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4543","symbol_name":"AI","start_time":0,"source_url":"https://www.fool.com/investing/2024/06/27/is-apple-a-better-once-in-a-generation-investment/","article_id":"2446581837","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2446581837","pubTimestamp":1719579600,"sourceInfo":{"source_id":"fool_stock","name":"Motley 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forward.Apple's initial launch of the iPhone was arguably a once-in-a-generation investing opportunity. The world changed afterward -- and Apple's share price skyrocketed.Many investors probably also view the introduction of ChatGPT as a once-in-a-generation investing opportunity with Nvidia. The demand for the company's graphics processing units (GPUs) in powering generative artificial intelligence (AI) applications took off and hasn't slowed since.By definition, such moments with Apple and Nvidia are rare. However, no rule says a company can't have multiple game-changing catalysts during its lifetime. Perhaps both Apple and Nvidia are once again presenting once-in-a-generation opportunities. If so, is Apple a better pick than Nvidia for investors right now?Apple's and Nvidia's new opportunitiesThe \"new\" has long worn off the iPhone. Apple hasn't rolled out truly head-turning technology improvements to its popular smartphone in years. As a result, iPhone upgrades have slowed considerably.However, Apple's introduction of its new AI capabilities (called Apple Intelligence) could be a major turning point. Thus far, most AI functionality has run in the cloud. With Apple Intelligence, though, AI runs locally on the company's devices.This approach is known as edge AI. It could be a massive new market opportunity that some analysts believe will spur an iPhone upgrade super cycle.Unsurprisingly, Nvidia's new opportunity is also related to AI, and it's more of an extension of the company's current opportunity than anything entirely new. Nvidia's next wave of growth could come from an acceleration of AI capabilities that achieves or comes close to achieving artificial general intelligence (AGI) -- a form of AI that matches or exceeds human-level performance.More powerful AI systems will undoubtedly require more powerful AI chips. Nvidia's GPUs continue to set the bar for performance.Potential scenariosHow could these AI opportunities pan out for Apple and Nvidia? Let's look at two potential scenarios -- one optimistic and the other pessimistic.In an optimistic future, Apple's customers will flock to upgrade their iPhones and iPads to take advantage of the company's new AI features. Apple will continue to add capabilities regularly, attracting new customers who switch from rival smartphones. The company will return to double-digit growth and its iPhone ecosystem will become more valuable than ever.Nvidia will continue to launch faster and faster chips. The pace of the company's innovation will be so rapid that no competitor will be able to keep up. As AI grows more powerful, Nvidia's technology will enjoy increasingly greater demand. The company's revenue, profits, and share price will soar.In the pessimistic scenario, however, customers will ultimately view Apple Intelligence as merely a novelty. There'll be an initial modest uptick in iPhone upgrades, but nothing more. Apple's growth will be sluggish, at best, and its stock will flounder for years as a once-great company loses its way.As for Nvidia, AGI or anything close to it may prove to be much more difficult to achieve than imagined. Large language models (LLMs) will reach a plateau in capability, and the demand for AI chips will decline with companies not seeing the desired return on investment.Meanwhile, Nvidia's rivals and large cloud customers will roll out their own chips that are less expensive and compare favorably on performance with Nvidia's GPUs. Nvidia's market share -- and share price -- will fall sharply.Apple or Nvidia?Nvidia has clearly been the better stock in recent years and so far in 2024. But could Apple deliver greater gains going forward? Maybe.I think the optimistic scenario (or something fairly close to it) is more likely for Apple than the pessimistic scenario. Although Apple's valuation is high, it doesn't have nearly as much projected growth baked in as Nvidia's does.Some aspects of the pessimistic scenario for Nvidia also seem quite possible. AGI could be much further away than some predict. Other chipmakers are already aiming to challenge Nvidia's AI chip dominance.If the optimistic scenarios play out for both Apple and Nvidia, I believe Nvidia will continue to be the bigger winner. However, I think the pessimistic scenario is less likely for Apple than for Nvidia.I won't claim unequivocally that Apple is a better once-in-a-generation investment opportunity than Nvidia. My view is that both stocks should perform well for long-term investors. But for more cautious investors, Apple looks like the better pick.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":321747277246640,"gmtCreate":1719582064467,"gmtModify":1719582068517,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"htmlText":"ATH Wait for next year, the chance to come or dump","listText":"ATH Wait for next year, the chance to come or dump","text":"ATH Wait for next year, the chance to come or dump","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321747277246640","repostId":2446581837,"repostType":2,"repost":{"id":"2446581837","pubTimestamp":1719579600,"share":"https://ttm.financial/m/news/2446581837?lang=&edition=fundamental","pubTime":"2024-06-28 21:00","market":"us","language":"en","title":"Is Apple a Better Once-in-a-Generation Investment Opportunity Than Nvidia Right Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2446581837","media":"Motley Fool","summary":"Both of these stocks have massive AI tailwinds.","content":"<html><head></head><body><ul style=\"\"><li><p>Apple has a huge opportunity in edge AI -- running AI on its devices.</p></li><li><p>Nvidia could continue to grow tremendously as more powerful AI technology requires faster AI chips.</p></li><li><p>Nvidia has been the bigger winner in recent years, but Apple could outperform going forward.</p></li></ul><p><strong>Apple</strong>&#39;s initial launch of the iPhone was arguably a once-in-a-generation investing opportunity. The world changed afterward -- and Apple&#39;s share price skyrocketed.</p><p>Many investors probably also view the introduction of ChatGPT as a once-in-a-generation investing opportunity with <strong>Nvidia</strong>. The demand for the company&#39;s graphics processing units (GPUs) in powering generative artificial intelligence (AI) applications took off and hasn&#39;t slowed since.</p><p>By definition, such moments with Apple and Nvidia are rare. However, no rule says a company can&#39;t have multiple game-changing catalysts during its lifetime. Perhaps both Apple and Nvidia are once again presenting once-in-a-generation opportunities. If so, is Apple a better pick than Nvidia for investors right now?</p><h2 id=\"id_514477193\">Apple&#39;s and Nvidia&#39;s new opportunities</h2><p>The &#34;new&#34; has long worn off the iPhone. Apple hasn&#39;t rolled out truly head-turning technology improvements to its popular smartphone in years. As a result, iPhone upgrades have slowed considerably.</p><p>However, Apple&#39;s introduction of its new AI capabilities (called Apple Intelligence) could be a major turning point. Thus far, most AI functionality has run in the cloud. With Apple Intelligence, though, AI runs locally on the company&#39;s devices.</p><p>This approach is known as edge AI. It could be a massive new market opportunity that some analysts believe will spur an iPhone upgrade super cycle.</p><p>Unsurprisingly, Nvidia&#39;s new opportunity is also related to AI, and it&#39;s more of an extension of the company&#39;s current opportunity than anything entirely new. Nvidia&#39;s next wave of growth could come from an acceleration of AI capabilities that achieves or comes close to achieving artificial general intelligence (AGI) -- a form of AI that matches or exceeds human-level performance.</p><p>More powerful AI systems will undoubtedly require more powerful AI chips. Nvidia&#39;s GPUs continue to set the bar for performance.</p><h2 id=\"id_164152323\">Potential scenarios</h2><p>How could these AI opportunities pan out for Apple and Nvidia? Let&#39;s look at two potential scenarios -- one optimistic and the other pessimistic.</p><p>In an optimistic future, Apple&#39;s customers will flock to upgrade their iPhones and iPads to take advantage of the company&#39;s new AI features. Apple will continue to add capabilities regularly, attracting new customers who switch from rival smartphones. The company will return to double-digit growth and its iPhone ecosystem will become more valuable than ever.</p><p>Nvidia will continue to launch faster and faster chips. The pace of the company&#39;s innovation will be so rapid that no competitor will be able to keep up. As AI grows more powerful, Nvidia&#39;s technology will enjoy increasingly greater demand. The company&#39;s revenue, profits, and share price will soar.</p><p>In the pessimistic scenario, however, customers will ultimately view Apple Intelligence as merely a novelty. There&#39;ll be an initial modest uptick in iPhone upgrades, but nothing more. Apple&#39;s growth will be sluggish, at best, and its stock will flounder for years as a once-great company loses its way.</p><p>As for Nvidia, AGI or anything close to it may prove to be much more difficult to achieve than imagined. Large language models (LLMs) will reach a plateau in capability, and the demand for AI chips will decline with companies not seeing the desired return on investment.</p><p>Meanwhile, Nvidia&#39;s rivals and large cloud customers will roll out their own chips that are less expensive and compare favorably on performance with Nvidia&#39;s GPUs. Nvidia&#39;s market share -- and share price -- will fall sharply.</p><h2 id=\"id_2598065434\">Apple or Nvidia?</h2><p>Nvidia has clearly been the better stock in recent years and so far in 2024. But could Apple deliver greater gains going forward? Maybe.</p><p>I think the optimistic scenario (or something fairly close to it) is more likely for Apple than the pessimistic scenario. Although Apple&#39;s valuation is high, it doesn&#39;t have nearly as much projected growth baked in as Nvidia&#39;s does.</p><p>Some aspects of the pessimistic scenario for Nvidia also seem quite possible. AGI could be much further away than some predict. Other chipmakers are already aiming to challenge Nvidia&#39;s AI chip dominance.</p><p>If the optimistic scenarios play out for both Apple and Nvidia, I believe Nvidia will continue to be the bigger winner. However, I think the pessimistic scenario is less likely for Apple than for Nvidia.</p><p>I won&#39;t claim unequivocally that Apple is a better once-in-a-generation investment opportunity than Nvidia. My view is that both stocks should perform well for long-term investors. But for more cautious investors, Apple looks like the better pick.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Apple a Better Once-in-a-Generation Investment Opportunity Than Nvidia Right Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Apple a Better Once-in-a-Generation Investment Opportunity Than Nvidia Right Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-28 21:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/06/27/is-apple-a-better-once-in-a-generation-investment/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple has a huge opportunity in edge AI -- running AI on its devices.Nvidia could continue to grow tremendously as more powerful AI technology requires faster AI chips.Nvidia has been the bigger ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/06/27/is-apple-a-better-once-in-a-generation-investment/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","BK4527":"明星科技股","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","BK4501":"段永平概念","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4588":"碎股","BK4579":"人工智能","LU0072462426.USD":"贝莱德全球配置 A2","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0055631609.USD":"贝莱德世界黄金基金A2","BK4503":"景林资产持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4574":"无人驾驶","LU0080751232.USD":"富达环球多元动力基金A","BK4573":"虚拟现实","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4505":"高瓴资本持仓","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4581":"高盛持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0368265764.SGD":"Blackrock World Gold Fund A2 SGD-H","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","AAPL":"苹果","BK4170":"电脑硬件、储存设备及电脑周边","NVDA":"英伟达","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","BK4592":"伊斯兰概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0498741890.SGD":"FTIF - Franklin Gold and Precious Metals A (acc) SGD","LU0498741114.HKD":"FRANKLIN GOLD & PRECIOUS METALS \"A\" (HKD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4587":"ChatGPT概念","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H"},"source_url":"https://www.fool.com/investing/2024/06/27/is-apple-a-better-once-in-a-generation-investment/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446581837","content_text":"Apple has a huge opportunity in edge AI -- running AI on its devices.Nvidia could continue to grow tremendously as more powerful AI technology requires faster AI chips.Nvidia has been the bigger winner in recent years, but Apple could outperform going forward.Apple's initial launch of the iPhone was arguably a once-in-a-generation investing opportunity. The world changed afterward -- and Apple's share price skyrocketed.Many investors probably also view the introduction of ChatGPT as a once-in-a-generation investing opportunity with Nvidia. The demand for the company's graphics processing units (GPUs) in powering generative artificial intelligence (AI) applications took off and hasn't slowed since.By definition, such moments with Apple and Nvidia are rare. However, no rule says a company can't have multiple game-changing catalysts during its lifetime. Perhaps both Apple and Nvidia are once again presenting once-in-a-generation opportunities. If so, is Apple a better pick than Nvidia for investors right now?Apple's and Nvidia's new opportunitiesThe \"new\" has long worn off the iPhone. Apple hasn't rolled out truly head-turning technology improvements to its popular smartphone in years. As a result, iPhone upgrades have slowed considerably.However, Apple's introduction of its new AI capabilities (called Apple Intelligence) could be a major turning point. Thus far, most AI functionality has run in the cloud. With Apple Intelligence, though, AI runs locally on the company's devices.This approach is known as edge AI. It could be a massive new market opportunity that some analysts believe will spur an iPhone upgrade super cycle.Unsurprisingly, Nvidia's new opportunity is also related to AI, and it's more of an extension of the company's current opportunity than anything entirely new. Nvidia's next wave of growth could come from an acceleration of AI capabilities that achieves or comes close to achieving artificial general intelligence (AGI) -- a form of AI that matches or exceeds human-level performance.More powerful AI systems will undoubtedly require more powerful AI chips. Nvidia's GPUs continue to set the bar for performance.Potential scenariosHow could these AI opportunities pan out for Apple and Nvidia? Let's look at two potential scenarios -- one optimistic and the other pessimistic.In an optimistic future, Apple's customers will flock to upgrade their iPhones and iPads to take advantage of the company's new AI features. Apple will continue to add capabilities regularly, attracting new customers who switch from rival smartphones. The company will return to double-digit growth and its iPhone ecosystem will become more valuable than ever.Nvidia will continue to launch faster and faster chips. The pace of the company's innovation will be so rapid that no competitor will be able to keep up. As AI grows more powerful, Nvidia's technology will enjoy increasingly greater demand. The company's revenue, profits, and share price will soar.In the pessimistic scenario, however, customers will ultimately view Apple Intelligence as merely a novelty. There'll be an initial modest uptick in iPhone upgrades, but nothing more. Apple's growth will be sluggish, at best, and its stock will flounder for years as a once-great company loses its way.As for Nvidia, AGI or anything close to it may prove to be much more difficult to achieve than imagined. Large language models (LLMs) will reach a plateau in capability, and the demand for AI chips will decline with companies not seeing the desired return on investment.Meanwhile, Nvidia's rivals and large cloud customers will roll out their own chips that are less expensive and compare favorably on performance with Nvidia's GPUs. Nvidia's market share -- and share price -- will fall sharply.Apple or Nvidia?Nvidia has clearly been the better stock in recent years and so far in 2024. But could Apple deliver greater gains going forward? Maybe.I think the optimistic scenario (or something fairly close to it) is more likely for Apple than the pessimistic scenario. Although Apple's valuation is high, it doesn't have nearly as much projected growth baked in as Nvidia's does.Some aspects of the pessimistic scenario for Nvidia also seem quite possible. AGI could be much further away than some predict. Other chipmakers are already aiming to challenge Nvidia's AI chip dominance.If the optimistic scenarios play out for both Apple and Nvidia, I believe Nvidia will continue to be the bigger winner. However, I think the pessimistic scenario is less likely for Apple than for Nvidia.I won't claim unequivocally that Apple is a better once-in-a-generation investment opportunity than Nvidia. My view is that both stocks should perform well for long-term investors. But for more cautious investors, Apple looks like the better pick.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":11,"commentSize":1,"repostSize":2,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2446581837"}