The Inversion Investor

The Inversion Investor

DeepSeeking: The InTrilligence of Apple

Peter Pham's avatar
Peter Pham
Jan 29, 2025
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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…

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