00:00 Speaker A

Someone under the radar, Apple shares up seven straight sessions. What do you think, what do you think is driving that? Is it more like the investors looking into next year saying, hey, you know what, this company’s going to figure out its AI problems or they’re just focused in the near term and let’s keep in mind, a couple months ago, Apple surprised this market with a very strong quarter for iPhones.

00:32 Kenny

So, I think it’s a little bit of both, right? I think it’s we’re coming into the holiday season, so I think it’s the, you know, the whole, the whole uh Apple cult, you know, looking to upgrade their Apple and buy new Apple products for Christmas and all that. But I also think it is looking out into next year and where they stand and where they stand with uh AI and their efforts in that and their efforts to upgrade. Look, they just made that that that deal with Intel, potentially looking for Intel to to make make some of their uh make some of the chips that they use and bring that manufacturing back here. That’s all positive, right? That’s about uh that’s about US manufacturing. That’s about Apple becoming more more of the US manufacturing economy than not. So I think that’s all positive. Look, I like Apple in the long term. I’ve always liked it. I own it. I’m going to die with my Apple. There’s nothing that’s going to get me to sell my Apple.

01:21 Speaker A

Kenny, you know what’s going to be around in 25 years? You and me, man.

01:24 Kenny

Right. And Apple.

01:25 Speaker A

And Apple, that’s about it.