Apple has a p/e of 38, Nvidia is 46, Microsoft is 34. S&P has historically averaged around 20, so on that metric Apple and Nvidia are more similar than different.
> Shares of Apple Inc. were battered earlier this year as the iPhone maker faced repeated complaints about its lack of an artificial intelligence strategy.
Everyone’s shares were battered earlier this year, and it had nothing to do with AI, and everything to do with tariffs.
I think it was mostly Buffett's dumping. He's a smart guy and the world's best investor, but I think this was a mistake. The winning play is long on Apple, short on Microsoft.
And when they named ‘Yet Another Compiler Compiler’ something tells me they weren’t being deadly serious.
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