I added to my position in Apple Inc. (NASDAQ:AAPL) because the market is finally recognizing the prudence of its AI strategy. While Wall Street initially doubted Apple’s measured approach, concerns over massive AI CapEx at peers like Microsoft, Google, Meta, and Amazon highlight Apple’s efficiency—spending just $12.7 billion last year versus peers’ projected $600 billion in 2026. On the iPhone front, growth is moderating as upgrade cycles slow, but Apple still issued higher-than-expected March-quarter revenue guidance, showing resilience. This combination of disciplined AI investment and steady core revenue supports further confidence in long-term value.
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