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Analysis: What Investors Get Wrong About Apple and Google

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Manage episode 517970716 series 3664475
Content provided by Limitless and Limitless by Bankless. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Limitless and Limitless by Bankless or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Believe it or not, Google and Apple are undervalued. We discuss Google's aggressive AI investments and the potential to triple its market cap to $10 trillion, alongside Apple's cautious yet strategic approach leveraging local inference capabilities.

We explore the historical contexts, evolving relationships, and the investment potential that could defy market expectations. Be sure to subscribe and share!

------
🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT

Substack:
https://limitlessft.substack.com/

------
TIMESTAMPS

0:00 Google and Apple: A Tale of Two Giants
0:51 The Bull Case for Google
15:45 The Disconnect with Apple
24:16 Apple’s Strategic AI Partnerships
27:42 Conclusion: Value Amidst Market Sentiment

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

  continue reading

81 episodes

Artwork
iconShare
 
Manage episode 517970716 series 3664475
Content provided by Limitless and Limitless by Bankless. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Limitless and Limitless by Bankless or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Believe it or not, Google and Apple are undervalued. We discuss Google's aggressive AI investments and the potential to triple its market cap to $10 trillion, alongside Apple's cautious yet strategic approach leveraging local inference capabilities.

We explore the historical contexts, evolving relationships, and the investment potential that could defy market expectations. Be sure to subscribe and share!

------
🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT

Substack:
https://limitlessft.substack.com/

------
TIMESTAMPS

0:00 Google and Apple: A Tale of Two Giants
0:51 The Bull Case for Google
15:45 The Disconnect with Apple
24:16 Apple’s Strategic AI Partnerships
27:42 Conclusion: Value Amidst Market Sentiment

------
RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

  continue reading

81 episodes

All episodes

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