Apple's rally reinforces my view that the market is rewarding AI returns over AI spending. Its asset-light model, strong free cash flow and massive ecosystem give it an advantage over companies investing heavily in AI infrastructure. I believe this supports Apple's premium valuation.
I'm also encouraged by Apple's AI progress in China. Regulatory approval for Apple Intelligence, resilient iPhone demand and high-margin services strengthen its long-term outlook. Continued share buybacks also provide support for shareholder returns.
While valuation is becoming more demanding, I remain focused on the long term. Short-term volatility is possible, but I believe Apple's ecosystem and AI strategy will continue to drive sustainable growth.
@AI_FocusedTrader @TigerStars @TigerClub @Tiger_comments
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