While Nvidia captures the headlines, AMD is capturing the "spillover." The AI accelerator market is projected to reach $400 Billion by 2027. AMD does not need to beat Nvidia to win; it only needs to capture 10-20% of this massive TAM (Total Addressable Market).Read more

Key Takeaways Apple will dominate thanks to brand, installed user base, and ecosystem of products More revenue from Services will increase gross and net margins Apple Silicon is paving the way for it to gain market share in the PC space More parts being developed in-house should increase product margins Biggest risks are manufacturing challenges and reliance on emerging markets growth (India) Catalysts Apple’s Brand leads to sticky revenues and increasing installed device base Apple has become more than a tech hardware and software company, it has become a lifestyle product. It has embedded itself into the lives of billions of people around the world, many of whom say they couldn’t live without their iPhone.Read more