PUBLIC THESIS
Bullish on Apple
The view now
Local AI is the future. Apple wins the consumer hardware war. Near term I’m more uncertain as there could be a broad market or tech focused correction which would drag Apple down. But long term, Apple is likely to win.
Latest updateReasoning added- Stance
- Bullish
- Horizon
- 5-year outlook
- First published
- Last updated
It can be revised as the author changes their mind, and every revision is kept. The planned Thesis Score will assess eligible calls, not this view.
HOW THIS VIEW CHANGED
2 recent recorded states
Reasoning addedRead this recorded viewCurrent
Local AI is the future. Apple wins the consumer hardware war. Near term I’m more uncertain as there could be a broad market or tech focused correction which would drag Apple down. But long term, Apple is likely to win.
Link to this revisionRecorded viewRead this recorded viewBullish
No rationale was recorded with this revision.
Link to this revisionCALLS ON THIS ASSET
0 recent permanent calls
Public calls by Austin Lansing, across all thesis timeframes. Scoring is in development.
Austin Lansing has not published a public call on Apple. A thesis carries no score on its own. Specific calls are optional; the reasoning and its history remain useful here.