- Entry
- $314.14
- Now
- $328.28 +4.5%
- Target
- —
- Score
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Was watching CNBC last Friday and I heard at least three different analysts say the “consumer AI revolution” is gonna go through Apple. Josh Brown (Ritholtz Wealth Management):"Other companies that are of comparable size are borrowing money in the bond market and spending over 100% of their cash flow on this \\\[data center\\\] capex buildout. Apple's getting paid by all of them... Apple is the toll booth for consumer AI. Period". Wamsi Mohan (Bank of America): In an investor note, …
— ORIGINAL POST ·
All of Wall Street has been saying the “consumer AI revolution” is gonna go through Apple for the last three years. When everyone believes the same thing it’s usually good to be a bit cautious.
· r/ValueInvesting
· Jul 12, 2026