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Analysis: What Investors Get Wrong About Apple and Google
Episode 81
Believe it or not, Google and Apple are undervalued. We discuss Google's aggressive AI investments and the potential to triple its market cap to $10 trillion, alongside Apple's cautious yet strategic approach leveraging local inference capabilities.
We explore the historical contexts, evolving relationships, and the investment potential that could defy market expectations. Be sure to subscribe and share!
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TIMESTAMPS
0:00 Google and Apple: A Tale of Two Giants
0:51 The Bull Case for Google
15:45 The Disconnect with Apple
24:16 Apple’s Strategic AI Partnerships
27:42 Conclusion: Value Amidst Market Sentiment
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
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Published on 10 hours ago