I’m cautiously bullish on Apple’s direction right now. The features I’m most excited about are the next generation of Apple Intelligence and Siri, deeper AI integration across the iPhone and other devices, and the potential for new hardware categories such as a foldable iPhone. Apple’s biggest strength remains its ecosystem, custom silicon, and huge installed user base, which gives it a strong foundation to turn AI into a meaningful upgrade cycle. My main concern is that Apple has been playing catch-up in AI, so the success of its next-generation Siri and AI features will be crucial. Overall, I’d rate Apple as moderately bullish—the company is extremely strong, but I’d want to see AI execution and the next wave of products before becoming aggressively bullish.
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