Investors who follow the US stock market will undoubtedly notice that the five top tech giants are quietly undergoing a significant shift in their AI strategy.
Tag: AAPL
Apple’s Crisis Part 3:How important is China to Apple?
I know many people disagree with my title, “How Important is China to Apple? Apple Can’t Do It Without China.” However, it’s a fact, and you can’t say for sure.
Some AI software vendors are starting to make money
2025 Q2 report shows AI software can make big money; category one is five tech titans; category two is Reddit, Palantir, Figma, and Oracle.
Apple’s Crisis Part 2: Apple’s AI is seriously lagging behind
For Apple’s AI is seriously lagging behind, challenge lies in seamlessly integrating AI features or acquired technologies into all of Apple’s products and user interfaces, leveraging Apple’s traditional strengths and demonstrating the powerful value of the Apple ecosystem—this is the sole key to Apple’s resurgence.
Li Lu, Munger’s disciple, and his Himalaya Capital
He met Munger on Thanksgiving Day 2003, and they became lifelong friends. Meeting Munger was one of the most important events that changed Li Lu’s life. Munger said Li Lu was the only outside manager he had invested in and called him “China’s Warren Buffett.”
AI inference chips vs. training chips
AI inference involves unique algorithms designed by each manufacturer, it must be customized. Customized chips are essentially ASICs, so AI inference chips are primarily ASICs.
How staggering are 5 Tech giants’ AI capital expense
Five tech giants’ AI capital expense is projected to approach $400 billion in 2025, even exceeding the EU’s defense budget for the entire year of 2024
Apple’s Crisis Part 1: Apple Tariff Crisis Management Strategy Offers a Lesson for Business
Wall Street has given high praise to Apple’s strategy and the meticulous process used to handle the Apple Tariff Crisis, as well as the final results achieved.
Apple top three crises since its founding
This phenomenon is not the first time in Apple’s history, but it is the most serious one: Apple top three crises
Reciprocal tariff and forex impact to investors
The Forex fluctuations caused by the reciprocal tariffs initiated by Trump and the impact on countries around the world have caused the U.S. stock market to fall into a bear market. Major large-scale listed companies have experienced a sharp drop in stock prices of more than 20% due to reciprocal tariff and forex.