Okay, let's get one thing straight: anyone who thinks Alphabet and Microsoft are gonna be worth more than Apple by the end of 2026 is huffing some serious copium. Apple's got a $4 trillion market cap, and these guys think a slightly better chatbot and some cloud contracts are gonna close that gap? Give me a break.
The article I just skimmed is peddling the same old song and dance: AI is the future, and Alphabet (Google) and Microsoft are leading the charge. Gemini 3 crushes benchmarks, Google Cloud is raking in dough... blah, blah, blah. I’ve heard it all before. It's like these analysts think we're all idiots who'll swallow anything with the letters "A" and "I" in it.
"Gemini is now powering AI overviews on Google search results, which management says already has 2 billion users every month." Oh, really? Two billion users who are probably annoyed by the AI overviews that summarize everything into bland, unhelpful pablum. I used to be able to find what I wanted on Google. Now, I have to wade through AI-generated garbage.
And Microsoft? Sure, they're making bank with Azure and AI contracts. But let's be real, they're selling shovels in the gold rush. They're not creating the next iPhone; they're providing the infrastructure for other companies to try to create the next iPhone. Big difference.
The thing these AI-obsessed analysts are missing is the power of the Apple ecosystem. People aren't just buying iPhones; they're buying into a lifestyle, a brand, a cult. They’re locked in. Good luck prying them loose with a slightly faster AI model.
I saw one retail investor online describe PLTR insider selling as “rats fleeing a sinking ship.” Maybe some of these AI stocks are in the same boat.
And let's not forget the sheer amount of cash Apple is sitting on. They could buy Alphabet and Microsoft combined if they wanted to. Okay, maybe not quite, but you get the point. They're not going anywhere. And as for Nvidia dominating headlines and Jensen Huang meeting with political and business leaders... so what? That's just PR. Doesn't mean their stock is bulletproof.
Offcourse, I could be wrong. Maybe AI will usher in a new era of unprecedented growth for Alphabet and Microsoft. Maybe Apple will crumble under the weight of its own arrogance. But I doubt it. I just don’t see it.
The article mentions the "Magnificent Seven" stocks. Newsflash: they're not all created equal. Apple's in a different league. It's a cash-generating machine with a loyal customer base and a brand that's practically synonymous with innovation, even if that innovation has been kinda stagnant lately...
Then again, maybe I'm just a grumpy old cynic who's resistant to change. Maybe I'm missing the forest for the trees. But I'm not betting against the House of Jobs. Not yet, anyway.
