I made an additional investment in Apple Inc. (NASDAQ:AAPL) as Wall Street’s skepticism on its AI strategy begins to shift. While peers are projected to spend over $600 billion on AI infrastructure in 2026, Apple’s disciplined $12.7 billion CapEx positions it as a more prudent, efficient player. Concerns about slowing iPhone sales are real, yet the company recently exceeded revenue guidance, reflecting resilient demand. With a balanced approach to innovation and spending, Apple presents a strong long-term growth opportunity, making it an attractive addition to my portfolio.
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