As Tim Cook Steps Aside, What's Next for Apple?
View original at nasdaq.comAs Tim Cook Steps Aside, What's Next for Apple?…
What we drew from this source
The claims Via News extracted from this document. We point to the source; we don't replace it.
If SpaceX were added to S&P 500 at $2 trillion valuation, it would account for almost 3% of the index's weight
60% confidenceAST 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% confidenceBeing behind the curve on AI innovation is one of the biggest challenges for Apple's new leadership
60% confidenceApple now has more than 1 billion paid subscriptions throughout its ecosystem
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% confidenceGetting the AI strategy right could be just as big as a new product launch for Apple
60% confidenceRocket Lab is the best space investment idea right now
60% confidenceApple was right not to build its own car
60% confidenceT-Mobile trades at 2.5 times sales
60% confidenceService revenue was about 5% of Apple's business when Cook took over, now more than 25%
60% confidenceAST SpaceMobile investment is speculative at best with a lot of execution risk
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% 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% confidenceApple shares generated about 3,100% total returns under Tim Cook compared to 731% for S&P 500
60% confidenceTim Cook's lasting legacy is stability - he kept the plane on course
60% confidenceThere is about $2.8 trillion in passive S&P 500 index ETFs
60% confidenceHaving the customer is more valuable than having the AI model in two years
60% confidenceWe need to quickly decide how to handle large company IPOs because Anthropic and OpenAI are waiting
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% confidenceApple is not among the 10 best stocks for investors to buy now according to Stock Advisor
60% confidenceAbout 4 billion people on Earth live where cell coverage is not great
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% confidence