Scott

I think Apple is ground zero for what I call the great reversal of flows in the rivers. And that's what I'm writing about in today's No Mercy, No Malice. And that is, I think Apple could increase its earnings by 20 or 30 percent over the next five years. And I think the stock's still going to go down. Ja, genau.

I think Apple is ground zero for what I call the great reversal of flows in the rivers. And that's what I'm writing about in today's No Mercy, No Malice. And that is, I think Apple could increase its earnings by 20 or 30 percent over the next five years. And I think the stock's still going to go down. Ja, genau.

I think Apple is ground zero for what I call the great reversal of flows in the rivers. And that's what I'm writing about in today's No Mercy, No Malice. And that is, I think Apple could increase its earnings by 20 or 30 percent over the next five years. And I think the stock's still going to go down. Ja, genau.

So the company could continue to perform and I still think the stock is going to struggle because I just think that it's the most, I think it's the most widely held stock in the world.

So the company could continue to perform and I still think the stock is going to struggle because I just think that it's the most, I think it's the most widely held stock in the world.

So the company could continue to perform and I still think the stock is going to struggle because I just think that it's the most, I think it's the most widely held stock in the world.

It kind of identifies or marks American tech and I think as these rivers of capital begin to reverse flow, there's just no way that won't come out of what is the most valuable, iconic company in America when people look at it and say, great company, we love it. But if it's growing low single digits, does it really connote a growth-like valuation?

It kind of identifies or marks American tech and I think as these rivers of capital begin to reverse flow, there's just no way that won't come out of what is the most valuable, iconic company in America when people look at it and say, great company, we love it. But if it's growing low single digits, does it really connote a growth-like valuation?

It kind of identifies or marks American tech and I think as these rivers of capital begin to reverse flow, there's just no way that won't come out of what is the most valuable, iconic company in America when people look at it and say, great company, we love it. But if it's growing low single digits, does it really connote a growth-like valuation?

One, two thirds of those businesses in the US versus most of big techs is somewhere between half and one third. Medica only gets a third of their business domestically. And obviously they import a lot of products that will have tariffs on them. In addition, as goes AWS, goes Amazon. I mean, Amazon is essentially a cloud provider now with a retail unit.

One, two thirds of those businesses in the US versus most of big techs is somewhere between half and one third. Medica only gets a third of their business domestically. And obviously they import a lot of products that will have tariffs on them. In addition, as goes AWS, goes Amazon. I mean, Amazon is essentially a cloud provider now with a retail unit.

One, two thirds of those businesses in the US versus most of big techs is somewhere between half and one third. Medica only gets a third of their business domestically. And obviously they import a lot of products that will have tariffs on them. In addition, as goes AWS, goes Amazon. I mean, Amazon is essentially a cloud provider now with a retail unit.

And when you don't beat expectations on what is considered the white meat of your business, that your stock is going to get hit. Also, and this is a prediction, and as everyone who listens to this podcast knows, I am rotating out of US stocks and my Amazon position into European and Asian holdings. And I'm about to...

And when you don't beat expectations on what is considered the white meat of your business, that your stock is going to get hit. Also, and this is a prediction, and as everyone who listens to this podcast knows, I am rotating out of US stocks and my Amazon position into European and Asian holdings. And I'm about to...

And when you don't beat expectations on what is considered the white meat of your business, that your stock is going to get hit. Also, and this is a prediction, and as everyone who listens to this podcast knows, I am rotating out of US stocks and my Amazon position into European and Asian holdings. And I'm about to...

Amazon zu verkaufen und es in Alibaba zu stellen, weil ich denke, was du in den nächsten Jahren sehen wirst, ist, dass Alibabas Cloud-Unit einen unnatürlichen Aufstieg von europäischen Verkäufern erzielt wird, die immer an amerikanischen Firmen für ihre Cloud- und Infrastruktursicherungsbedürfnisse abhängen.

Amazon zu verkaufen und es in Alibaba zu stellen, weil ich denke, was du in den nächsten Jahren sehen wirst, ist, dass Alibabas Cloud-Unit einen unnatürlichen Aufstieg von europäischen Verkäufern erzielt wird, die immer an amerikanischen Firmen für ihre Cloud- und Infrastruktursicherungsbedürfnisse abhängen.

Amazon zu verkaufen und es in Alibaba zu stellen, weil ich denke, was du in den nächsten Jahren sehen wirst, ist, dass Alibabas Cloud-Unit einen unnatürlichen Aufstieg von europäischen Verkäufern erzielt wird, die immer an amerikanischen Firmen für ihre Cloud- und Infrastruktursicherungsbedürfnisse abhängen.

And I think a year ago, if you'd showed up to the CEO of Mercedes or LVMH as the CEO, as Joe Tsai would probably, or the head of the cloud unit for Alibaba and said, we'd like to handle your data, they're like, China? No fucking way. Now, I don't think they're seen as much more mendacious as the US.

And I think a year ago, if you'd showed up to the CEO of Mercedes or LVMH as the CEO, as Joe Tsai would probably, or the head of the cloud unit for Alibaba and said, we'd like to handle your data, they're like, China? No fucking way. Now, I don't think they're seen as much more mendacious as the US.