The Sleeping Giant Awakens - Apple's AI Reboot Is July's Big Surprise

🌟🌟🌟For months,  Apple slumbered  $Apple(AAPL)$  while Nvidia dazzled  $NVIDIA(NVDA)$  and Meta $Meta Platforms, Inc.(META)$  sprinted.  But don't mistake silence for weakness.

Apple is the Sleeping Giant of AI and July is its wake up call.   Apple is down almost 13% year todate and forgotten by many.  But July?  Historically it is Apple's ignition month.  It has a track record of 7.3% average return and 77% win rate over the past 30 years.

Now this July, it is not history repeating itself.  It is Apple's AI reimagined. 

At WWDC25 CEO Tim Cook revealed Apple Intelligence - private, personalised and purpose built for on-device brilliance.  He also introduced a rebuilt Siri, Genmoji, Image Playground and a real time AI Workout Buddy.  Partnerships with OpenAI and Anthropic are in the pipeline, hinting at bigger projects coming up.

Apple's P/E ratio of 29 whispers value, not hype.  In contrast Tesla's P/E ratio is the highest at 165.5 while Nvidia is 49.4.  Apple's P/E ratio reflects a balance between its stable cash flows and slower growth relative to its Magnificent 7 peers.

The market has rewarded the loudest noise.  Now it is time to reward Apple, the quiet builder.  Apple's AI isn't trying to wow you.  It is trying to work for you - on your wrist, in your pocket and without the noise.  So the big question is - Are you chasing hype or catching Apple's AI Reboot?

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