Apple: On The Sidelines Of The AI Race (NASDAQ:AAPL)

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The Store sign of Apple Store at Vancouver Downtown.

Koshiro Kiyota

Thesis

I recommend a ‘Sell’ rating for Apple (NASDAQ:AAPL) primarily due to three factors: signs that their AI efforts may be falling behind those of competitors, stagnant growth, and high valuation multiples compared to Google.

A Brief



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