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I didn't think the AI hype was overdone until I saw AAPL jump so much after announcing AI features. Looks nice, but it's not going to make anyone switch to iPhone, and there's no lock-in. iMessage must be way more valuable, and that advantage is maybe going away.

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That's the thing - apple stocks raised due to AI features but it is basically a speculation - if it does not move sales of iPhones, the stock will go down.

I think MSFT is the best positioned long term - especially when they start producing their own chips - as they have the right moat to vendor lock in. Add to that the fact that AWS missed the AI boat completely and their could gain market share from AWS too.

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