$Apple(AAPL)$ One of my sleepe

$Apple(AAPL)$ One of my sleepers for the AI trade is this: a cluster of two Mac Studios with 512GB of unified memory comes in around $35K, and you can run frontier-level open source models from home on under 600 watts.

A comparable $NVIDIA(NVDA)$ setup runs roughly $200K and pulls around 10,000 watts.

This feels like it could be an iPhone moment. Local AI in a lot of tech-focused homes, and I wouldn't be surprised if plenty of enterprises start exploring similar configurations.

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