AI -- June 12, 2024

Locator: 47825AI.

WWDC24 is tracked here.

From TWSJ: 

Joanna got it exactly right.

Again, Apple integrates everything. Apple is one big eco-techno-niche. 

One can see how Apple will do this. At the Keynote presentation, watch four minutes (or slightly less), starting at the 46-minute mark -- the new Apple calculator, and Notes -- "Smart Script" -- starts about 48:45. 

Apple integrates all its hardware with all its applications through AI. For Apple, AI is not an AI-App-icon. It is integral to M4 -- an SoC with its CPU-GPU-NPU nestled together with software already optimally configured by one "company." 

Note: 

• $3.00 trillion --> $3.33 trillion = an increase of $0.330 trillion or $330 billion in just a few hours.

Market cap for:

• BA: $310 billion
• GM: $55 billion
• JPM: $552 billion (which, by the way, is "negative" today)
• MU: $155 billion (up over $5 today)
• SNOW: $43 billion
• KO: $270 billion

One can assume the Apple short squeeze continues. Perhaps intensifying.