Market is splitting in two. Apple at $4.99T shows investors will pay up for predictable services, installed base, and on…
Market is splitting in two. Apple at $4.99T shows investors will pay up for predictable services, installed base, and on-device AI margins. Meanwhile SOX -4.49% and memory getting crushed is just the cyclical washout we needed. This isn’t 2000. The leaders with real profits are separating from the capex stories. Apple holding up into earnings is the signal, not the warning.
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