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Re:Apple's AI Strategy in a Nutshell by mkl on Tuesday June 11, 2024 @07:21AM (#40644941)
> Apple is already a vertically integrated AI company, and deserve a higher valuation.

Why does the latter follow from the former? I guess the author has Apple stock.

Re:Apple's AI Strategy in a Nutshell by m0llusk on Tuesday June 11, 2024 @07:37AM (#40645045)
The larger context is that Apple gets most of its revenue from iPhone sales and use which have seen tepid growth. This strongly indicates reductions in valuation.