Apple, Nvidia, Or Microsoft, Who Will Reach $4 Trillion Valuation First? Top Analyst Lays Out Bull Thesis For Tim Cook's Company, Predicts Potential 270M iPhone Upgrades
Portfolio Pulse from Rounak Jain
Apple's AI strategy unveiled at WWDC 2024 has excited analysts, predicting a significant upgrade cycle for 270 million iPhones and a new AI App Store. Analysts believe Apple, Nvidia, and Microsoft are leading the race to a $4 trillion market cap.
June 12, 2024 | 2:20 pm
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POSITIVE IMPACT
Apple's AI strategy at WWDC 2024 is expected to trigger a significant iPhone upgrade cycle and create a new AI App Store, driving growth beyond current estimates.
The unveiling of Apple's AI strategy is seen as a game-changer, potentially driving a significant upgrade cycle for 270 million iPhones and creating a new revenue stream through an AI App Store.
CONFIDENCE 90
IMPORTANCE 100
RELEVANCE 100
POSITIVE IMPACT
Microsoft is identified as one of the leading contenders in the race to a $4 trillion market cap, alongside Apple and Nvidia.
Microsoft is recognized as a major player in the tech industry, competing with Apple and Nvidia in the race to a $4 trillion market cap.
CONFIDENCE 70
IMPORTANCE 70
RELEVANCE 30
POSITIVE IMPACT
Nvidia is highlighted as a key player in the AI revolution, with its GPU chips likened to gold or oil, positioning it strongly in the race to a $4 trillion market cap.
Nvidia's GPU chips are crucial for AI development, making it a key player in the AI revolution and positioning it well in the race to a $4 trillion market cap.
CONFIDENCE 80
IMPORTANCE 80
RELEVANCE 50