Apple: Just Waiting for the Epic Siri Refresh Cycle

What this episode covers

Apple's Quiet Revolution: Why The Next Five Years Could Redefine The World's Most Valuable CompanyFor the better part of three years, Apple has been the most dismissed name in mega-cap tech. The narrative was easy. Apple "missed AI." Apple "fell behind." Apple "doesn't innovate" while Microsoft, Google, and Nvidia ran the table. The stock spent two years trading sideways while the rest of the Magnificent Seven sprinted. Headlines about Vision Pro disappointments, Siri embarrassments, and stalled foldables piled up. To be clear, while we think Apple is the greatest consumer staple brand ever created we agree they have become a company that moves slow, over-thinks everything, and needs fresh thinking and new leadership. Well, we are getting it soon and we couldn't be more excited about the future of Apple. What's coming next in Cupertino is the most consequential transition in the company's modern history — bigger than the iPhone 4, bigger than the Apple Watch, bigger than AirPods. The stock has been a solid performer of late, sitting at all time highs and we think it has plenty of room to run from here, even as the stock looks optically expensive. Important InformationInvestors should carefully consider the Fund’s investment objectives, risks, charges, and expenses before investing. This and other information can be found in the Fund’s statutory and summary prospectuses, which may be obtained at LogoETF.com. Read the prospectus carefully before investing.

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