Part 5/8:
Tesla: Monier observed the remarkable stock resurgence, where Tesla gained over $600 billion in market capitalization within a month. The narrative surrounding its growth, fueled by expectations of full self-driving capabilities, raises concerns about sustainability amid weak consumer demand and heightened competition.
Apple: Nathan and Monier delved into Apple's recent struggles and the underperformance linked to broader market sentiments. Despite fears of stagnation in iPhone sales, Monier posits that Apple’s focus on services could prop up revenue and offset hardware stagnation—if adequate growth in services occurs.