Group 1 - The article discusses the current computing paradigm shift towards AI computing and highlights that Apple is often overlooked as a beneficiary of this trend [1] - The author emphasizes their background in equity analysis and retail investing, focusing on value and high-quality mid and small-cap companies [1] - The platform Seeking Alpha is mentioned as a valuable resource for sharing research and receiving feedback from other investors and analysts [1] Group 2 - There are no disclosures regarding stock positions or plans to initiate any positions in the companies mentioned [2] - The article expresses the author's personal opinions and does not involve compensation from any company mentioned [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [3]
Apple: Has Adopted The Razor-Blade Model