[IAmBroom]

Maybe. It's hard to say for sure.

Tesla for example: its stock price has fluctuated down 50%, then up 100% (relative to the dip), in this year alone. Clearly, that's market speculation, not capital + earnings. So how much of that speculation is AI-dependent? Depends on how much coffee investors drink before reading Musk's latest tweets, I guess.

Apple is HEAVILY invested in AI, but you're right: it's earnings are dependent more on iPads than AI right now.

> ...are you really deciding whether or not to buy based on their AI-ness?

Buy APL stock, or buy an iPhone?