00:00 Speaker a
Do you consider Apple as a growth stock? Would you like to put it in that growth stock bucket?
00:09 Speaker b
You know, that's an interesting question. Because ten years ago I said yes, yes, clearly. Well, you're now like sitting on a fence between growth and value, depending on how you value the value at the moment.
00:24 Speaker b
You know, I would say this. So Apple is clearly behind in AI. He is very exposed to the talk of tariffs. As you know, new iPhones are announced every year, and it seems like this version of the iPhone can be picked up. I think your words were a fair amount of orders. That may be very true, but you need to take a step back and understand what the growth story is now.
00:48 Speaker b
Investors are turning to AI as the next step in the growth of major high-tech companies. Well, Apple's biggest revenue segment is far more of the iPhone. So, this could provide a solid foundation for Apple, but it doesn't really wet the appetites of investors looking for growth.
01:00 Speaker b
i don't think so. II also doesn't think it's a scary position for now, as the economy is weakening for now. I think you should lean on value and you should profit from them, um, more, you know, a hot growth stock that has done well recently.
