Apple: Playing Switzerland In AI Battle, But Risks Losing Smartphone War

Apple ( AAPL ) has strategically avoided entering the AI race. In hindsight this has somewhat proved prescient, as the company is not facing the escalating CapEx plans presented by the hyperscalers. On the other hand, I expect generativeJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is the leader of the investing g ...