Frankly, Apple's current market cap baffles me. While Tim Cook is a competent manager, he doesn't quite match up to Satya Nadella. Satya consistently stays ahead of the curve, reminiscent of Apple's prowess in the 2000s. He dissolved Microsoft's AR/VR division months before the explosion of ChatGPT and LLMs and redirected Microsoft's focus to fully embrace LLMs. Managing a colossal company like Microsoft, it's truly impressive how swiftly he can pivot its direction.
In contrast, Tim Cook appears more like a Sundar Pichai-style CEO, adept at weathering storms and maintaining stability. Investors are taking notice, and that's why Microsoft has not only maintained its position but surpassed a $3 trillion valuation, while Apple has faltered. I wouldn't be surprised if Nvidia eventually surpasses Apple in value too.