Disclaimer:

Disclaimer: The blog posts and comments on this blog and posts on social networks are not investment recommendation, are provided solely for informational purposes, and do not constitute an offer or solicitation to buy or sell any securities. The opinions expressed on the blog are Petar Posledovich's. Petar Posledovich does not guarantee the accuracy of the information presented on this blog and social networks. The information presented is "as is". The blog is stocks analysis and valuation, Bitcoin, Cryptocurrencies, Artificial Intelligence, AI, deep-learning focused. Independent, unbiased AI insights. Petar Vladimirov Posledovich is not liable for any investment losses incurred by reading and interpreting blog posts on this blog and posts on social networks. Conflicts of interest: I may possess some of the securities, currencies or their derivatives mentioned in the blog post and posts on social networks! The blog is property of Wolfteam Ltd. www.wolfteamedge.com Respectfully yours, Petar Posledovich

Monday, April 22, 2024

Apple And Microsoft Are Overvalued On AI And China

 


Both Apple and Microsoft are overvalued mainly on the seeming over-promise of artificial intelligence, AI. Markets and investors seem to be expecting the benefits of AI to accrue far too quickly and in too large quantities.

In addition, if China Taiwan tensions erupt, Apple could lose 80 % of its chips for Macintosh computers, iPhones, iPads production overnight. If China Taiwan enter encounter, inevitably US and China tensions will be pulled, which will affect both the demand for Apple's Macintosh computers, iPhones, iPads and Microsoft's Windows and MS Office software.

Apple and Microsoft are both overvalued by around 57 %, according to Wolfteam Ltd.'s projections and estimates.

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