How Schwab Network’s view on $AAPL changed

It's new for Apple, but if you follow the consumer tech space, you know, foldables have been around for a half a decade at this point. So Samsung, especially United States, has been making these devices.

Google makes the Pixel. Uh so these devices have been out there. They just never been available to Apple users. And you know, Apple took their time with it, but they did a really nice job of coming out with a Gen One product that basically beats sort of where Gen 7 and Gen 8 products are currently for Samsung.

you know this is an idea uh I just keep bringing a lot like Micron. It's a repeat from last week. Um my opinion is a little bit different. It's not all iPhone. It's more that guy right there.

Very excited about John Turnis and really really excited when these desktop Macs actually get available. I keep, you know, trying to pre-order one. It's pushed out to January. But AI story, I think it's bigger than the iPhone right now.

And a lot of people don't realize that, but you got a new CEO. You got all these new Macs with this AI enhanced hardware hitting the market. And then to me, I'm just kind of sprinkling the iPhone on as a bonus. But love this stock as an AI play.