Caroline Hyde

almost we'd forgot, we'd all thought Apple had been beaten up.

And actually, it is worth $4.1 trillion.

It's the second most valuable company on the S&P 500.

The narrative shifted.

Yeah, it totally shifted.

aside from Tesla.

So it's expensive.

And what's extraordinary is that 33 times, I mean, we hardly ever see it trade at those sorts of levels, right?

If you study the technical charts, we think Apple in the short term might fade a little, but long term, the bull thesis is really simple, right?

When AI goes mainstream, Carmen, where are people going to be using that technology?

looking at ANR and the consensus ratings on the stock, where are we right now on the sell side's position on Apple?

Bloomberg's Carmen Reinecke with the Apple stock story.

Thank you very much.

Coming up on the show, we're going to get back to Warner Brothers saga and discuss with Ross Gerber from Gerber Kawasaki, who's got skin on the game with Netflix.

What's his take?

We'll find out next.

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