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I’ve been tracking something fascinating in the tech space that completely flips the conventional wisdom about who’s winning the AI race. Everyone’s been obsessing over who spent the most, who moved first, who had the flashiest product launch…
But what if the real winner is the company that did nothing?
Apple (AAPL) just went from $200 to $280 and hit new all-time highs, and they didn’t have any breakthrough or big product release to justify it. That alone made me rethink the entire setup for how AI spending is playing out across the market.
It also matters that the average stock is still down double digits from the highs, which has created a lot of strong buying opportunities in tech. When the broader market is under pressure but a company like Apple starts breaking out anyway, it tells you something is going on beneath the surface.
The Meta Trade That Changed My Mind
Back in April, I bought Meta Platforms (META) because they were spending so much on AI that there was a chance they could strike gold and become massively dominant worldwide.
But by August, it was clear things had shifted. META had spent a lot of their cash and still had nothing meaningful to show for it. That kind of early, aggressive spending looked smart at first, but it created its own risk — especially when the technology is moving this fast.
That’s when I pivoted. I sold META and bought Google parent Alphabet (GOOGL) at $170 because they actually had something real in hand: Gemini. Their AI suite is impressive, and it’s one of the reasons I think GOOGL is one of the best stocks out there right now. They spent big but built real products with it.
This set up a fascinating contrast — META spent early and came up empty, GOOGL spent big and delivered, and AAPL spent nothing upfront yet somehow ended up in the strongest strategic position of all.
Apple’s Accidental Advantage
While META blew most of their cash when AI was still early, AAPL spent nothing. They looked like the laggard with nothing to show and no urgency while everyone else raced forward.
But now the landscape has shifted.
AI is more advanced than it was when META made their big bet, and AAPL still has all their cash to deploy into infrastructure that is significantly better than what even existed in April.
That’s the irony here. META built massive infrastructure on outdated tech. GOOGL built aggressively but built well. AAPL waited, and now they get to spend at the exact moment when the tools, models and hardware have all made a generational leap.
It’s not flashy, but it’s strategic. And the market is starting to price that in. I’ve pointed out AAPL trend line breakouts multiple times, and each one confirmed the pattern was intact.
Sometimes the best move is the one that doesn’t look like a move at all — at least not until the timing becomes perfect.
Graham Lindman
Graham Lindman Trading
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P.S. Why I’ve Never Shared Any of These ‘Hacks’ Publicly
There’s a reason I’ve never shared the content of my Private Trading Files with the public before.
I’ve had a couple of things spill out in my LIVE classes every now and then – like what happened a couple of weeks ago…
But for the most part, I keep the seven powerful trading tactics inside my Private Trading Files under lock and key!
Mind you, these are specific market “hacks” that have dominated in all sorts of environments and have NEVER been shared publicly before.
However, something Nate Tucci said made me realize I had to bring some of them into the open. Specifically, the ones built for chaotic markets.
And that’s exactly what we’ll be doing LIVE on Friday.
There’s room for you to save yourself a seat if you’d like to join us at 11 a.m. ET.
Nate and I will unload the three most chaos-proof tactics out of the seven I’ve had locked away in my Private Trading Files for a while now.
From our research, one of them has a 97% win rate (even during bear markets)…
Another has an 894% compounded return with options.
And as for why I’ve kept these tactics away from the public eye, I assure you it’ll make perfect sense after I explain it on Friday.
Remember, attendance to Friday’s class is capped at only a handful of attendees.
So I’d recommend you reserve a spot right now to guarantee yourself one of the limited seats…
We develop tools and strategies to the best of our ability but no one can guarantee the future. There is always a risk of loss when trading. Past Performance is not indicative of future results. What you will see today are some of the research services of the “Private Files” which are based on 100% backtesting. These services have NOT been shared publicly before this class. There were bigger winners, there were smaller winners and there were losers.
