As Tim Cook Steps Aside, What's Next for Apple?
View original at nasdaq.comAs Tim Cook Steps Aside, What's Next for Apple?…
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AST SpaceMobile is traded at a conservative 130 times future sales
60% confidenceBringing in a hardware engineer as CEO doesn't guarantee a new breakthrough product
60% confidenceGetting the AI strategy right could be just as big as a new product launch for Apple
60% confidenceBeing behind the curve on AI innovation is one of the biggest challenges for Apple's new leadership
60% confidenceThere is about $2.8 trillion in passive S&P 500 index ETFs
60% confidenceApple is not among the 10 best stocks for investors to buy now according to Stock Advisor
60% confidenceRocket Lab is the best space investment idea right now
60% confidence30% of all assets under management in top 100 ETFs are allocated to S&P 500
60% confidenceNot having SpaceX in the S&P 500 makes the index less reflective of the overall market
60% confidenceIf you invested $1,000 in Netflix on December 17, 2004 based on Stock Advisor recommendation, you'd have $500,572
60% confidenceFirefly Aerospace is beginning to look like a reliable launch partner
60% confidenceIf SpaceX were added to S&P 500 at $2 trillion valuation, it would account for almost 3% of the index's weight
60% confidenceTim Cook's lasting legacy is stability - he kept the plane on course
60% confidenceCompanies that establish themselves as reliable launch providers will succeed
60% confidenceIndex fund players would need to amass at least 20% stake in SpaceX if included in S&P 500
60% confidenceAbout 4 billion people on Earth live where cell coverage is not great
60% confidenceApple was right not to build its own car
60% confidenceAST SpaceMobile investment is speculative at best with a lot of execution risk
60% confidenceAST SpaceMobile has $31 billion market cap for essentially a pre-revenue company with $1.2 billion revenue commitments
60% confidenceAST SpaceMobile satellite that went into wrong orbit will be deorbited
60% confidenceAST SpaceMobile has just over $3 billion in cash to build out their satellite constellation
60% confidenceAST SpaceMobile needs to complete 45 to 60 launches this year to start generating revenue
60% confidenceThere are not enough reliable launch partners right now in the space industry
60% confidenceStock Advisor's total average return is 967% vs 199% for S&P 500
60% confidenceApple shares generated about 3,100% total returns under Tim Cook compared to 731% for S&P 500
60% confidenceApple now has more than 1 billion paid subscriptions throughout its ecosystem
60% confidenceHaving the customer is more valuable than having the AI model in two years
60% confidenceApple's focus on on-device AI rather than cloud infrastructure could lead to more frequent upgrades
60% confidenceApple's profits are up about 700% since Tim Cook took over as CEO
60% confidenceWe need to quickly decide how to handle large company IPOs because Anthropic and OpenAI are waiting
60% confidence