Apple Criticized for Hardware Focus and Lacking Internal AI Development
The guest expresses skepticism regarding Apple, arguing it remains a hardware-focused company facing rising DRAM costs and lagging behind in internal AI model creation and infrastructure spending.
tickerAAPLpersonTim CookcompanyApplecompanyGoogle
The tape
2 quotes
“I have heartburn with Apple and I'm probably one of the only people that sees it a bit differently.”
“The biggest thing that bothers me about Apple is all their top AI guys have left.”
Heard on Excess Returns — “Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip?”, published Saturday, October 24, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.