I added to my position in Apple Inc. as the market narrative around AI spending shifts. While peers are committing massive capital toward uncertain AI infrastructure returns, Apple’s disciplined ~$12.7B CapEx reflects a more measured and sustainable strategy. This prudence is increasingly attractive as skepticism builds around ROI in the AI race. Although iPhone growth may moderate due to slower upgrade cycles, recent guidance shows resilience in demand. I view Apple’s strong ecosystem, cash flow stability, and capital efficiency as key advantages, supporting long-term value creation despite near-term growth concerns.
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- mizzmo·03-20Spot on! Apple's discipline beats the AI hype. [强]LikeReport