Any thoughts on the AAPL earnings call on April 30, 2026?
Tim Cook steps down Sept 1, 2026 to be replaced by John Ternus a hardware engineering head.
Under Tim Cook:
* AAPL grew from $350B valuation to $4T.
* Maintained supply chain
* Increased margins
* Monetized services
But also under Tim Cook:
* Apple Intelligence is a joke
* No innovation, only cash cow optimization
Will John Ternus:
* Keep the cash cow optimization?
* Innovate in the flavor of Steve Jobs? (very unlikely, Jobs was 1 of 1)
* Get on board with long-term AI strategy? (Apple is very late to the AI party)
4% up after earnings or 4% down after earnings call?
Personally, I hate to say it, I'm looking for an AI roadmap from Apple. Are they going to invest, partner, integrate with AI?