$Apple(AAPL)$
wanted to diversify & already have exposure through an index fund.
Apple’s recent releases were IMO a bit “lacklustre”.
Regulators are gradually chipping away at the App Store “moat”.
Apple is known to plan years in advance to “perfect” product releases before shipping them - everything is so uncertain at the moment with regards to the next frontier of technology that I’m not sure shipping in this way puts you in the best position to win.
It’s AI proposition feels more “copycat” than leading player. Jury is still out on AI’s true value & at what point it becomes transformative but Apple feels slightly behind other tech giants.
That said: I still hold stock, plan to do so for long term, and I’d be tempted to buy again if the price dropped.
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