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Esti88 u/Esti88 avatar

Esti88

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What Are Your Moves Tomorrow, July 1, 2024

Yeah I don’t know man. Google has showcased impress AI features for the Pixel line for years all the way back since the Pixel 2 when I had one but none of it really has mattered. It’s computative imaging is impressive but the AI features run of tensor and with it being comparable to the last gen Exynos it’s not going to do well for the stock unless they leap frog two generations on this upcoming tensor upgrade.


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What Are Your Moves Tomorrow, July 1, 2024

Doesn’t matter if there hardware isn’t selling. Pixel phones have not gotten a huge market share and it’s been like 10 years. Without true innovation Googles hardware business is not something that will move the stock. It’ll come down to the usual ad revenue as most of googles ventures don’t provide the profit Wall Street is looking for. Good luck tho





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Bearish about AAPL

Esti88
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AI = or Apple Intelligence was revealed at their keynote to be AI that is personal to you to improve overall user experience and productivity. Apple also is a champion of privacy and is promising AI done on device and for more complex demands use their servers but only using bits of information so your data isn’t compromised. Overall I’m extremely bullish for Apple. Privacy is going to become full front in the AI revolution especially those who are consumer facing companies. Google, Meta, Amazon all have strikes of privacy violations and Apple has long been seen as a trust worthy company in the public perception. Pair all of that with the largest stock buyback plan I realize don’t see the bear case for Apple.





















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