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Despite uncertainty surrounding wider market conditions, including concerns about the sustainability of AI infrastructure and potential tariffs, many investors regard Apple as a safe investment. Sakanagi noted that the increasing capital gains within the stock could be attributed not just to recent developments, but also to investors’ confidence in a clear pathway for Apple amidst mixed sentiments dominating the market.
Leadership and Diplomatic Acumen
The discussion also touched on Tim Cook’s adept management strategy, positioning Apple as not just a business but a politically aware entity. The relationship Cook has reportedly cultivated with President-elect Donald Trump may bolster the company in navigating future challenges, particularly concerning tariffs and anti-trust matters.