How The Compound’s view on $AAPL changed

Yes, I think if you wanted to think about Nvidia and its advanced model with a low earnings multiple , that was Apple's story, wasn't it? Remember that no one gave her credit for the App Store and the fact that she effectively controls everything, then Apple's price-to-earnings ratio doubled one day.

Um, what do you think about the iPhone Duo? I I think I need to get it because the last iPhone I got was really bad. So, I need an upgrade very soon, but uh I'd like to have a lot of real estate.

I was very on the fence going into the announcement of like I don't know. I could see it like going either way. And 30 seconds in, I'm blown away. I am all the way in. I think it's so spectacular. I I think it's going to be a slam dunk.