After 15 years, Apple finally got a new boss..
The CEO just changed, and Apple’s stock price
#AAPL instead jumped straight up by about 3%
And that’s even while the entire large-cap tech sector is under pressure
Group chat:
加入公开粉丝群Many people think the biggest risk in changing CEOs is that the new boss might mess up Apple..
But what the market is betting on right now could be the exact opposite
John Ternus isn’t a purely finance-type CEO
Over the past 25 years, he’s been with Apple almost the whole time, working on products and hardware..
He has been deeply involved in the hardware engineering behind iPad, AirPods, Mac, Apple Watch, and other products..
So, what’s truly worth watching in this leadership change might not be that Tim Cook is gone..
Instead, it could be that Apple is finally preparing to change its playstyle..
Tim Cook’s strongest areas are the supply chain, operations, services, and commercialization
He took Apple from roughly a $350 billion company to well beyond the $4 trillion level..
Apple’s biggest enemy in the next phase may no longer be the supply chain, but AI..
Apple has been repeatedly questioned about its AI efforts for a long time..
And after Ternus takes over, the first huge challenge he faces is..
How to make Apple the protagonist of the tech narrative again?
Even more conveniently, Apple is set to release the next generation of the iPhone next week—meaning Ternus just sits in the CEO chair,
and the market will immediately get to see his first move 👀
So this time, with a 3% rise, Apple may shift from a super-company that reliably makes money,
back into a tech company that’s once again ready to tell a new story
If AI, foldable screens, and new hardware all start gaining momentum at the same time,
Apple’s next round of valuation logic might truly change..
But if AI still can’t catch up and the new products don’t have a breakout moment..
Then today’s 3% might just be the market’s preemptive welcome gift..
#Apple