The Harsh Truth: Is It Time to Sell Apple Stock in 2025?

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3:22Microsoft versus Apple. Okay. Can we just be honest? We won't even need to lead up. Most disappointing WWDC I've seen in the last, let me be hyperbolic and sensational, last 15 years. AI got kicked down the road to 2026. This is my announcement. If Apple does not deliver a significant AI development in 2026, I'm going to tell everybody to sell all on Apple. You want to say what? That's strong. That's next year. So you potentially, as of a couple of months, you could potentially liquidate every Apple position? Why? Okay, well, let's go to some facts. They are three months in the negative with no prospects for doing better.

4:23You've had, I'm not even including Cursor or any of the startups who have made significant headwinds in AI. They've just missed the ball at every turn. I know they have the Anthropic Partnership they talked about, but to be a tech leader and not have a significant, we got liquid glass. nobody asks for that no one asks for the emoji con like it's just you is is them not reading the room it's like if i'm go ahead no i only got because i want to give somebody some high praise shout out to sanat i know we brought her up last week sanat bovell who's one of the most incredible minds when it comes to ai in terms of the liquid glass she had a dope post and maybe we'll repost it y 'all go check her out but she said that you're right nobody asks for the liquid glass when it comes to the phone but that might be a hint at something that they are developing, which could be eyewear, right?

5:24Because the technology of the glass is to see transparently, and so how do you interact with the world while having glass on? That's the technology that they said. Who needs it on a phone? You're not looking. But if they develop the technology, is that now a precursor for what is to come? Which kind of got me thinking like, they better have something that this is going to be useful for. Won't they be better than the Meta Ray-Bans? Meta Ray-Bans is clicking. I can't front. I see people just wearing those outside. I can't front. Okay. Imagine if we talked about investing and like I just missed NVIDIA being pro Chevron.

6:03That is the equivalent of what Apple has done. Google has made significant headwinds. The partnership with Microsoft and OpenAI. It doesn't get talked about that Apple could have bought into that same partnership structure with OpenAI. They missed Claude. We talked about it on the hardware standpoint. They missed buying DJI. They've just missed on too many fronts. And it seems like that the leadership culture is so insulated amongst each other, they're not seen and looking ahead to what's next. Love the company. but I just think it's either time to either Tim Cook goes to the chairman seat and they need another CEO or they need significant headwinds in AI development like there's 30 companies that are available that could be for purchase that would help like Siri probably is the worst performing automation tool in all of tech in comparison so Canva has made bigger headwinds in AI than Apple.

7:08How the fuck does that happen? So if you, okay, so if you sell Apple, what company takes that to tech to index? That's a great question. Get your tickets to InvestFest.

7:24But doesn't that treasure chest almost give it some leeway to say whatever's next and whatever, like everybody agrees that AI is in its infancy stages are still in the first maybe second inning that treasure chest that they have that a hundred and whatever 30 billion that they have they're parking in treasuries like a hedge fund but they could potentially just skip the line and say that's the next technology hey we got it but they still have a chance or is it too late open ai so far ahead that that is clearly going to be the technology and everybody else playing second place okay here's the landscape cursor ai grok xai open ai anthropic camp does canva that's six companies that have gotten significantly better three of which they could have purchased they it's not the issue of capital it's um it's a leadership issue so no different than like tibetal had a good team couldn't get to the promised land.

8:25Now, I'm not saying that Tim is Thibodeau, but having the capital and not allocating them properly are two different things. Or I would respect it more if they just said, hey, we're not going to invest significantly into AI, but we're going to focus on these sectors. I can live with that. What happened to the developments in healthcare they were doing three or four years ago went to the wayside. And I keep bringing this up, that beef that Tim Cook and Mark Zuckerberg has clouded Tim Cook's judgment for the last three years. Even with the car. The car thing was to get Elon out of the way because they had a little kerfuffle.

9:04And the issue isn't the employees or some of the SVPs there. It's the upper management that is stopping this from happening. So I just need to see more. And quiz question for everyone tonight. How much has it dropped since October of last year? Well, so, okay. There's a consistent reactive versus a proactive in terms of innovation. You're right. And this isn't one of those cases where they can let everyone else develop the technology and they come in and take it. Right. It's too far ahead for that. An illegal alien from Guatemala charged with raping a child in Massachusetts. An MS-13 gang member from El Salvador accused of murdering a Texas man.

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10:28Do what's right. Leave now. Under President Trump, America's laws, border, and families will be protected. Sponsored by the United States Department of Homeland Security. Hey, it's Joel. And Matt from HowToMoney. If your New Year's resolution is to finally get your finances in shape, We've got your back. Prices, they're still high. And the economy is all over the place. But 2026 is the year for you to get intentional and make real progress. That's right. Yeah. Each week, we break down what's happening with your money, the most important issues to focus on, and the small moves that make a big difference.

11:01Kick off the year with confidence. Listen to How to Money on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. What if mind control is real? If you could control the behavior of anybody around you, what kind of life would you have? Can you hypnotically persuade someone to buy a car? When you look at your car, you're going to become overwhelmed with such good feelings. Can you hypnotize someone into sleeping with you? I gave her some suggestions to be sexually aroused. Can you get someone to join your cult? NLP was used on me to access my subconscious. Mind Games, a new podcast exploring NLP, a.k.a.

11:37neurolinguistic programming. Is it a self-help miracle, a shady hypnosis scam, or both? Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts.

12:13Our two-part conversation is available now. Listen to The Mailroom on the iHeartRadio app, Apple Podcasts, or wherever you get your favorite shows. This is an iHeart Podcast. Guaranteed human.