Apple: Relatively Immune From AI Disruption


  • The recent genAI gold rush has the potential to shake up the existing corporate tech hierarchy, but Apple should emerge unscathed.
  • Apple’s business is not directly impacted by the introduction of knowledge-on-demand apps like ChatGPT.
  • The company’s strong market position, user stack advantages, and services distribution leverage insulate the company and make it an attractive investment opportunity.
  • Trading at a reasonable price, we think AAPL looks like a ‘Buy’.

Child holding an apple

Image Source/DigitalVision via Getty Images

Apple (NASDAQ:AAPL) has come a long way in a short time.

We first covered AAPL in June of last year, when we rated the stock a ‘Sell’ on concerns about the company’s expensive looking valuation and flagging growth

Analyst’s Disclosure: I/we have a beneficial long position in the shares of AAPL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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