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by mgh2 305 days ago
Apple is still behind the AI game/story, its stock barely grew from 3T market cap height in 2022. It is treated as a safe investment- i.e. when the bubble pops.

The rest of the pack is feeding on the AI hype train, each supplying their services to pump up the story (analogy): Nvidia on chips (shovels), Microsoft and Amazon on cloud (gold storage), Meta and Google on ads (marketing).