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How the hell did this make it to the front-page of HackerNews?

TLDR; (Last paragraph of the article) "So my feeling is that Google is playing the long game in mobile while Apple is missing the cloud piece and Samsung is just a hardware player at this point. And the stock market understands that."

Really...

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What part of that seems crazy to you? It seems pretty clear, concise and true to me...

It all seemed reasonable enough to me, except for the fact that after talking about long-term thinking so much he posted a graph of a 24 month period, and for more than half of that Google and Apple were very close in value, contradicting what he said.

look at the last six months of the chart

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