The Inversion Investor

The Inversion Investor

DeepSeeking: The InTrilligence of Apple

Peter Pham's avatar
Peter Pham
Jan 29, 2025
∙ Paid

The third biggest story on Monday was Apple's positive performance in the market. But what drove this green movement? One key factor may be Apple's CAPEX allocation, which hasn't been heavily concentrated in LLMs. This aligns with what I learned months ago from an Apple executive, who revealed - before it was widely known - that Apple lacked substantial…

User's avatar

Continue reading this post for free, courtesy of Peter Pham.

Or purchase a paid subscription.
© 2026 Phoenix Global Wealth Management · Publisher Terms
Substack · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture