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Why Apple Is Outperforming NVIDIA in the Tech Selloff
Apple stock surged more than 6 percent in the last five trading days, while the Nasdaq dropped 2 percent and NVIDIA fell 8 percent. In this episode, Lucas and Luna explore how Apple's services revenue, aggressive buyback program, and diversified supply chain make it a defensive compounder in a tech rotation. They contrast Apple's cash flow moat with NVIDIA's cyclical AI demand, and discuss how stock pickers building a concentrated portfolio might weigh quality vs. growth. Plus, a look at Berkshire Hathaway's 3.8 percent gain as a signal of value rotation.
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The skinny
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