Ben Bajarin says Apple's (AAPL) "let's keep it simple" A.I. approach is a part of the company's bull case. He expects Apple Intelligence to grow over time, and may become monetized, as more users become exposed to it. Turning to Microsoft (MSFT), Ben believes Copilot's rollout on an enterprise level will pay dividends for the company. On Nvidia (NVDA), he says the company remains well positioned for growth, even if it won't be as magnificent as 2024.
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27 Dec 2024
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