I added to my position in Apple Inc. (NASDAQ:AAPL) because its AI strategy is finally showing prudence amidst Wall Street skepticism. Unlike peers planning massive AI infrastructure spending, Apple’s CapEx was only $12.7 billion last year, a fraction of the $600 billion expected from Microsoft, Google, Meta, and Amazon in 2026. While iPhone sales growth may moderate as upgrade cycles slow, Apple’s recent higher-than-expected revenue guidance demonstrates resilient demand. This combination of disciplined AI investment and solid core business performance makes Apple an attractive long-term play.
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- DaisyMoore·03-20Spot on! Apple's thrifty AI spend and robust demand make it a keeper. Holding long term with you. [开心]LikeReport