Group 1 - Apple Inc. is recognized as a "buyback monster," having reduced its share count by 33.7% since the end of 2015, while its stock price has increased by 933% during the same period [1] - The company has an immense cash position, which allows it to remain unaffected by lower interest rates, although it may earn less on its cash holdings [2] - Apple has an installed base of over 2.3 billion devices and 1.5 billion users, positioning it to potentially benefit from AI developments, despite being labeled as an "AI loser" [2] Group 2 - There is a belief that certain AI stocks may offer greater upside potential and carry less downside risk compared to Apple [2] - The company is not heavily investing in data centers, which is contrasted with the spending habits of hyperscalers in the industry [2]
Jim Cramer Says “Own Apple, Don’t Trade It”