I've just bought a new MacBook Pro after being anti-Apple for a long time. Perhaps now is the occasion to discuss Apple's stock, Apple Intelligence, and the company's future potential. The issue with being anti-Apple often serves as a pretext for missing the opportunities that Apple has represented over the past 20 years. However, the perspective of an anti-Apple stance rather than that of an Apple fanatic may be more nuanced and therefore not uninteresting. So, when I research Apple and its products, I consult both the fanatics who have read Steve Jobs' biography five times, buy every product, and have half of their portfolio in Apple stock. I also consult the anti-Apple individuals, like myself, who learned to program on Linux, have long preferred using Windows or even Chrome OS over touching an Apple product deemed too expensive for what it offers, and see it as a product of a strong technological sect steeped in marketing. Yet, at this moment, Apple is once again reinventing itself by launching ambitious products like the Apple Vision Pro and embracing a new vision of AI that cannot be ignored. And since only fools never change their minds, this is probably the best time to reconsider one's opinion and possibly take a long-term stance. If Apple has always left me indifferent, it might be because I was born too late and never truly experienced the 'Apple revolution'. Even concerning the iPhone, I was only 6 when it was released, so I've always seen smartphones as ordinary products without realizing the magnitude of that revolution not long ago. However, there's a revolution we are experiencing right now, you and I, and you're aware of it if you read my newsletters: AI. I started working in AI six years ago by creating SEO blog article generation software using early text generation models. It was through AI that I earned my first online income and started my first real businesses. But there's something very different between generative AIs and AI at Apple. Apple will facilitate access to ChatGPT and improve AI integration across its product range. What I particularly appreciate about Apple and this conference is that they don't just talk about AI. AI is a term used to refer to a research domain, often misunderstood by consumers, and while it's a good argument for fundraising, it's not a good commercial designation. What makes a company like Apple strong isn't so much being at the forefront of technology, but rather continually being able to sell its products with significant profit margins. To sell, product desirability matters most, more than technical details. The technical aspects that aren't necessarily understood by the consumer must be highlighted through marketing efforts. So, differentiation will be emphasized, for example, by using Retina displays rather than LCD or OLED. For the end consumer, AI isn't a differentiation argument; everyone uses it repeatedly. Even ChatGPT didn't market itself using the term AI but rather GPT, signifying something different and potentially much better than the AIs consumers were accustomed to: Google Assistant, Siri. If startups in tech use AI, it's to convince venture capitalists, who aren't necessarily looking for differentiating elements but to be in the current technological wave. With Apple Intelligence, Apple reassures investors by indicating they are in the race and making references to AI without trying to sell their products by plastering 'AI' everywhere, as Google is doing currently. Now that this context is explained, we can delve into a more detailed discussion of Apple's stock. Here's a comprehensive analysis of the stock with details on the positions I plan to take. Please note these are not investment recommendations or advice; I'm simply sharing my perspective to help you form your own. In the rest of the article, you'll find:
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Kamis, 20 Juni 2024
Why I'm Buying (or Not Buying) Apple, Its Products, and Its Stock.
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