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Apple’s AI Explosion, Kyla Scanlon on the Economy, Roaring Kitty Strikes Out

The Compound and Friends

NOTE

Long-term caution on stock despite all-time high

The speaker acknowledges that despite the stock being at an all-time high and likely to increase further, there is caution about its potential to trigger a significant upgrade cycle among average consumers. The speaker expresses skepticism about the impact of the stock on the average consumer and hints at the possibility of being wrong in their analysis.

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