

The Harsh Truth: Is It Time to Sell Apple Stock in 2025?
Jun 23, 2025
Hosts dive deep into the pressing question of whether investors should sell Apple stock. They express disappointment in Apple's recent developments, especially in AI, suggesting the company risks falling behind competitors. With a critical eye, they assess leadership decisions and missed opportunities for innovation. The debate unfolds around the significance of Apple's substantial cash reserves and whether it can leverage them effectively. A bold ultimatum is set: significant advancements must be made by 2026 to regain investor confidence.
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Episode notes
Apple's AI Innovation Gap
- Apple’s WWDC was labeled the most disappointing in 15 years by Ian Dunlap due to lack of AI innovation.
- If Apple does not deliver significant AI advancement by 2026, selling all Apple stock is advised.
Liquid Glass as Eyewear Hint
- Apple’s 'liquid glass' feature may hint at future eyewear technology, not just phone screens.
- This suggests Apple is exploring transparent display tech potentially competitive with Meta's Ray-Ban smart glasses.
Leadership Holding Apple Back
- Apple missed key AI partnerships and acquisitions including OpenAI and DJI, showing leadership fails.
- The company’s culture appears insulated and unable to foresee or react effectively to tech trends.