Naomi Dean stands out from other brokers because of her realistic approach, unlike those who often set unattainable targets and fail to deliver. She's truly unique!
Good feeling. Clearly public does not want AI scraping private data to sell to tech and government. If musk creates a cell phone and search engine watch the migration away from 7
Steve Liesman is asking the right question without understanding this is maybe 1 yr into open-AI lead investment ... Diggin up gold with NVDA is a process people will have to figure out what will they do with the gold ... some like META and Microsoft already have ... with AI-marketing & Copilot .. respectively. The tech is new ... will take time as the Internet did ... and more computing and evolution will be required.
Apple intelligence is not a device upgrade driver, this is one of the biggest mis-calls by so many analysts on your show. No one is ditching their perfectly working iPhone for a thousand dollar plus new one just for an image generator and help with writing emails.
Why all these super smart guys 😂 did not tell us about AI 2-3 years ago. At that time it was all about EVs so please stop inviting these people to pump stocks 🐑 🐑 🐑
Apple is not in a special cycle. The AI so far is mid at best. At best, the 17 might be different. The 16 is just a 15 with a camera button. Actual innovation is probably 2-4 years away.
Risk reduction, Apple grew to 50% of his portfolio. It still is about 30%. He couldn't grow Berkshire fast enough to keep up with Apple. Soon he'd have to change the name to Berkshire Apple Inc.
@@---md1zr because he was way overweight? I went all in 2007 @$5 a share and held until a couple years ago but sold a lot because 95% of my net worth was AAPL.
They have the oldest and least technical people come on speaking about valuations on technology. These researchers spew surface level nonsense keywords and anecdotes. How embarrassing for themselves. Yikes.
@@Mr.Eeeeeeeee An AI supercycle? Apple may sell a lot of phones, but AI features will not influence demand. Why? Because there will be no AI features in the foreseeable future!
As a current Apple phone user I won’t be buying another. Overpriced. Is Apple as cool as it used to be? I don’t think so. This isn’t 2020 when everyone had cash with nowhere to spend
Apple has a cult following by teenagers and young adults that have nothing to brag about except their social status in the shape of a glass brick. They'll buy no matter what because "it's only $80 a month!!"
I'm interested in investing, but I'm not sure where to start. Do you have any advice or contacts who can help me out?
Investing can be complex, so it's smart to get professional guidance when building your financial portfolio.
It's a great idea to have a conversation with financial advisors like Naomi Dean to reshape your portfolio.
I spread out my $25k portfolio across various markets to diversify my investments.
That's awesome! I ended up making a net profit of about $115k by investing in high dividend yield stocks, ETFs, and equity.
Naomi Dean stands out from other brokers because of her realistic approach, unlike those who often set unattainable targets and fail to deliver. She's truly unique!
He pulled that conclusion from his axx instead of brain
Walmart uses AI, NKE uses AI
There will be practically no company that wont use AI
Whoever underestimates it, simply does not grasp it’s strengths
AI apparently is not helping Nike
People talk about AI like they talk about crypto. They don't really know its real world use but they're sure it will be big
I have serious doubts about “generational upgrade cycle” for apple
Good feeling. Clearly public does not want AI scraping private data to sell to tech and government. If musk creates a cell phone and search engine watch the migration away from 7
Steve Liesman is asking the right question without understanding this is maybe 1 yr into open-AI lead investment ... Diggin up gold with NVDA is a process
people will have to figure out what will they do with the gold ... some like META and Microsoft already have ... with AI-marketing & Copilot .. respectively. The tech is new ... will take time as the Internet did ... and more computing and evolution will be required.
Anecdotal but i have an iphone x and will be getting a new one this year finally
Apple intelligence is not a device upgrade driver, this is one of the biggest mis-calls by so many analysts on your show. No one is ditching their perfectly working iPhone for a thousand dollar plus new one just for an image generator and help with writing emails.
Your name makes sense now after reading your comment 😂
Users concerned with security will stick with the App store.
If you need to be told about a generational iPhone.. then it is not generational..
Omg the smoke detector….
Super micro needs to buy intel and avgo or nvda
Why all these super smart guys 😂 did not tell us about AI 2-3 years ago. At that time it was all about EVs so please stop inviting these people to pump stocks 🐑 🐑 🐑
Nvidia chips were over bought . Surplus means a plunge
Super micro needs to buy intel and avgo or Nvda best semi stock they don’t put on air
KLAC
SMCI
NVDA
AVGO
VRT
PLTR
VST
FTAI
MU Tsm
Apple is not in a special cycle. The AI so far is mid at best.
At best, the 17 might be different. The 16 is just a 15 with a camera button.
Actual innovation is probably 2-4 years away.
So why best investor sold half of his stake?
Risk reduction, Apple grew to 50% of his portfolio. It still is about 30%. He couldn't grow Berkshire fast enough to keep up with Apple. Soon he'd have to change the name to Berkshire Apple Inc.
@@SpaceTravel1776 Lets see if he sells more next qtr
@@---md1zr because he was way overweight? I went all in 2007 @$5 a share and held until a couple years ago but sold a lot because 95% of my net worth was AAPL.
They have the oldest and least technical people come on speaking about valuations on technology. These researchers spew surface level nonsense keywords and anecdotes. How embarrassing for themselves. Yikes.
This guy talking about clouds like they're floating masses of water vapor
So who farted at 4:48?
It was the guy saying "mhm"
😇🐕
What is Apple Intelligence ? Curated emails and photos. A profoundly
awkward chat GPT experience. Who's upgrading for this?
not me lol
let’s see. Over 1 billion units and a quarter or more will upgrade.
@@Mr.Eeeeeeeee An AI supercycle? Apple may sell a lot of
phones, but AI features will not influence demand. Why?
Because there will be no AI features in the foreseeable future!
@@anzatzi Utter nonsense. You have no idea what you are talking about.
@@Mr.Eeeeeeeee Cite an Apple AI feature that would significantly
impact iPhone sales? Email search? Photo curation?
No, it's not. It's overpriced, and that's before the China tariffs
As a current Apple phone user I won’t be buying another. Overpriced. Is Apple as cool as it used to be? I don’t think so. This isn’t 2020 when everyone had cash with nowhere to spend
Apple has a cult following by teenagers and young adults that have nothing to brag about except their social status in the shape of a glass brick. They'll buy no matter what because "it's only $80 a month!!"
don’t buy. No one cares. What is the point of your post? Are you even a shareholder? Doubt it.
@@Mr.Eeeeeeeee my post is a rebuttal to the guest. ease of the coke
Intel 80$ 🚀
you are off a decimal point. $8