Surveillance: Rajappa's Recession Call
Bloomberg Surveillance
Apple's Next Trillion Dollars
I think that a lot of the good news is already priced in the stock. And outside of Warren Buffett, where it's his number one position, yes, it's probably under owned from an institutional standpoint. If you look at the basis points, holdings versus the index, they're likely a lot of equal weights or some underweights out there. That's going to negatively affect their performance for the June quarter. But what's going to propel the next trillion? Is that the Vision Pro and at some point, the Apple car.
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