Apple's market cap was up $230 billion this week
$Apple(AAPL)$ 's market cap was up $230 billion this week.
Will AI sell more phones?❓
Will AI on-device become table stakes?❓
Will AI on-device lead to fewer Google searches?❌
Services is the only segment growing and $20 billion in revenue and profit comes from $Alphabet(GOOG)$ $Alphabet(GOOGL)$ search.
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4 factors drive stocks higher:
1. Revenue Growth
2. Margin Expansion
3. Multiple Expansion
4. Buybacks
Getting ahead of the market on any of these factors increases your chance of beating the market.
https://x.com/TravisHoium/status/1801940861124497589
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