The "Bull Case" is just getting started. Three Reasons!
Apple is only just taking off now. AI-Siri will underpin the new upgrade cycle.
With the new Siri version and potential Apple Intelligence+, the high-margin service revenues are likely to surge.
Reading Time: 2 minutes
Has Apple really missed the boat in the AI race? Those who believe so underestimate, in my opinion, the strategic force of Apple. I see a "Bull Case" that rests on three pillars. The first pillar is the iPhone Super Cycle. A revenue jump of 23% to an impressive 85.3 billion USD signals that the hardware hunger is back. Since models prior to the iPhone 15 Pro do not support the new "Apple Intelligence" features, the upgrade pressure is at its highest in years. The iPhone 17 and the upcoming iPhone 18 will be the crucial bridge between the traditional...
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