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The Harsh Truth: Is It Time to Sell Apple Stock in 2025? · Earn Your Leisure

• 0:01
  Speaker 1: Earners. What's up.
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• 1:51
  Speaker 1: Microsoft versus Apple. Okay, so can we just be honest.
• 1:58
  Speaker 3: We won't even need to lead up most disappointing WWDC
• 2:03
  Speaker 3: i've seen in the last let me be hyperbolic and
• 2:06
  Speaker 3: sensation of last fifteen years. AI got kicked down the
• 2:11
  Speaker 3: road to twenty twenty six. This is my announcement. If
• 2:16
  Speaker 3: Apple does not deliver a significant AI development in twenty
• 2:20
  Speaker 3: twenty six, I'm going to tell.
• 2:21
  Speaker 1: Everybody to sell all on the Apple. What had that's strong.
• 2:28
  Speaker 4: That's next year. So so you you potentially as of
• 2:32
  Speaker 4: in a couple of months, you could potentially liquidate every
• 2:36
  Speaker 4: Apple position.
• 2:37
  Speaker 3: Position Yep, why why they had?
• 2:42
  Speaker 1: Okay, well let's go to some facts.
• 2:44
  Speaker 3: Uh so they are three months and the negative with
• 2:50
  Speaker 3: no prospect for doing better you've had. I'm not even
• 2:54
  Speaker 3: including Cursor or any of the startups who have made
• 2:59
  Speaker 3: signific can't headwinds in AI. They've just missed the ball
• 3:06
  Speaker 3: at every turn. I know they have the anthropic partnership
• 3:10
  Speaker 3: they talked about, but to be a tech leader and
• 3:15
  Speaker 3: not have a sign we got liquid glass, Nobody asks
• 3:19
  Speaker 3: for that. No one asks for the emoji Khan Like,
• 3:24
  Speaker 3: it's just it's them not reading the room.
• 3:26
  Speaker 1: It's like, if I'm go ahead, No.
• 3:28
  Speaker 2: I'm only going because I want to give somebody some
• 3:31
  Speaker 2: high praise.
• 3:31
  Speaker 1: Shout out to Sonata.
• 3:32
  Speaker 2: Know we brought it up last week Snapoel, who's one
• 3:34
  Speaker 2: of the most incredible minds when it comes to AI
• 3:37
  Speaker 2: in terms of the liquid glass. She had an adope
• 3:39
  Speaker 2: pose it and maybe we'll repose it. I'll go check
• 3:41
  Speaker 2: her out. But she said that you're right, nobody asks
• 3:45
  Speaker 2: for the liquid glass when it comes to the phone.
• 3:47
  Speaker 2: But that might be a hint at something that they
• 3:50
  Speaker 2: are developing, which could be eyeware right, because the technology
• 3:55
  Speaker 2: of the glass is to see transparently, and so how
• 3:58
  Speaker 2: do you interact with the world while having glass on?
• 4:01
  Speaker 2: That's the technology that they said, who needs it on
• 4:04
  Speaker 2: the phone? You're not looking? But if they developed the technology,
• 4:07
  Speaker 2: is that now a precursor for what is to come?
• 4:10
  Speaker 2: Which kind of got me thinking, like they better have
• 4:14
  Speaker 2: something that this is going to be useful.
• 4:16
  Speaker 1: We would they be better than the meta ray bands.
• 4:19
  Speaker 1: Meta ray bands is clicking. I can't front. I see
• 4:21
  Speaker 1: people just wearing those better.
• 4:24
  Speaker 3: But okay, imagine if we talked about investing and like
• 4:28
  Speaker 3: I just missed in video being pro Chevron, that is.
• 4:33
  Speaker 1: The equivalent of what Apple has done.
• 4:35
  Speaker 3: Google has made significant hit winds the partnership with Microsoft
• 4:40
  Speaker 3: and Open Eye. It doesn't get talked about that Apple
• 4:42
  Speaker 3: could have bought into that same partnership structure with open Ai.
• 4:46
  Speaker 3: They missed Claude, We talked it on the hardware standpoint,
• 4:51
  Speaker 3: they missed buy a Dji. They've just missed on too
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  Speaker 3: many fronts, And it seems like that the leadership culture
• 4:58
  Speaker 3: is so insulated amongst each other They're not seen and
• 5:01
  Speaker 3: looking ahead to what's next.
• 5:05
  Speaker 1: Love the company, but.
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  Speaker 3: I just think it's either time to either Tim Cook
• 5:13
  Speaker 3: goes e care mean seat and they need another CEO,
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  Speaker 3: or they need significant headwinds in AI development. Like it's
• 5:20
  Speaker 3: thirty companies that are available that could be for purchase
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  Speaker 3: that would help. Like Siri probably is the worst before
• 5:27
  Speaker 3: meing automation tool in all of tech comparison, Canva has
• 5:35
  Speaker 3: made bigger headwinds in AI than Apple.
• 5:37
  Speaker 1: How does that happen?
• 5:39
  Speaker 4: So if you okay, so if you sell an Apple,
• 5:43
  Speaker 4: what company takes that to tech?
• 5:47
  Speaker 3: It's a great question get your tickets to.
• 5:53
  Speaker 2: But doesn't that treasure chest almost give it some leadway
• 5:58
  Speaker 2: to say what it is next? And whenever, like everybody
• 6:02
  Speaker 2: agrees that AIS and its emphasy stages is still in
• 6:05
  Speaker 2: the first maybe second in and that treasure chest that
• 6:08
  Speaker 2: they have, that one hundred and whatever thirty billion that
• 6:10
  Speaker 2: they have.
• 6:11
  Speaker 1: They're parking in treasury. It's like a hedge fund.
• 6:14
  Speaker 2: But they could potentially just skip the line and say
• 6:17
  Speaker 2: that's the next technology. Hey we got a buy. They
• 6:19
  Speaker 2: still have a chance, or is it too late? Open
• 6:22
  Speaker 2: AI so far ahead that that is clearly going to
• 6:24
  Speaker 2: be the technology and everybody else is playing second place.
• 6:27
  Speaker 3: Okay, here's the Landscape, Cursor, AI, Grock Xai, Open Ai,
• 6:33
  Speaker 3: Anthropic Camp, that's Campbell. That's six companies that have gotten
• 6:39
  Speaker 3: significantly better.
• 6:41
  Speaker 1: Three of which they could have purchased.
• 6:44
  Speaker 3: It's not the issue of capital, it's it's a leadership issue.
• 6:50
  Speaker 3: So no different than like Thibadeau had a good team
• 6:53
  Speaker 3: couldn't get to the promised land. Now I'm not saying
• 6:55
  Speaker 3: that Tim is Thibodeau, but having the capital and not
• 6:59
  Speaker 3: allocate them properly are two different things. Or our respective
• 7:03
  Speaker 3: or if they just said, hey, we're not going to
• 7:05
  Speaker 3: invest significantly into AI, but we're going to focus on
• 7:09
  Speaker 3: these sectors, I could live with that.
• 7:12
  Speaker 1: What happened to the developments and.
• 7:14
  Speaker 3: Healthcare they were doing three or four years ago went
• 7:16
  Speaker 3: to the wayside.
• 7:17
  Speaker 1: And I keep bringing this up.
• 7:19
  Speaker 3: That beef that Tim Cook and Mark Zuckerberg has has
• 7:24
  Speaker 3: clouded Tim Cook's judgment for the last three years. Even
• 7:28
  Speaker 3: with the car. The car thing was to get Elon
• 7:30
  Speaker 3: out of the way because they had a little kerfuffle.
• 7:33
  Speaker 3: I need and the issue isn't the employees or some
• 7:37
  Speaker 3: of the SVPs. There is the upper management that is
• 7:40
  Speaker 3: stopping this from happening. So I just need to see
• 7:44
  Speaker 3: more innovator and quiz question for everyone tonight, how much
• 7:47
  Speaker 3: has it dropped since October of last year?
• 7:51
  Speaker 2: Well, so, okay, Well there's a consistent reactive versus a
• 7:56
  Speaker 2: proactive in terms of innovation.
• 7:58
  Speaker 1: You're right, and this.
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  Speaker 3: Isn't one of those cases where they can let everyone
• 8:01
  Speaker 3: else develop the technology and they come in and take it.
• 8:05
  Speaker 1: It's too far ahead for them.
• 8:07
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• 8:10
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• 8:23
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• 8:26
  Speaker 5: Donald J. Trump's leadership. I'm Christy Noman, the United States
• 8:30
  Speaker 5: Secretary of Homeland Security. Under President Trump, Attempted illegal border
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  Speaker 5: crossings are at the lowest levels ever recorded, and over
• 8:38
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• 8:46
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