Catching a Snake Using an Enemy's Hand

This Persian proverb, meaning to turn an opponent’s weakness into your strength, perfectly describes what Apple and Amazon are doing in the AI race.

While most major tech companies are heavily investing in AI infrastructure, Apple ( $AAPL ) and Amazon ( $AMZN ) are taking a different approach. Google, Microsoft, Tesla, and Meta are pouring billions into AI, which has bolstered Nvidia’s inclusion in the Magnificent 7 list.

In contrast, Apple is leveraging tools like GPT and Gemini, while Amazon capitalizes on its SageMaker platform, earning steady revenue by renting out GPUs.

By focusing on strategic utilization rather than massive spending, we believe Amazon and Apple are poised to emerge as long-term winners in the AI revolution.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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