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Rate Of ReturnNvidia built the picks and shovels, but Apple sells to the miners. In every tech cycle, the companies that actually sell to consumers at 30%+ margins win last. With on-device AI, Siri upgrades, and services, Apple gets AI upside without $100B capex. Market is starting to price that in.
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the Crown
Big rotation to kick off the week. Apple briefly overtook Nvidia as the world's most valuable company on Friday as AI-capex doubts hit the chip trade.
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