Apple's silicon moat faces its toughest test. As AI reshapes chip supply chains and competitors sprint ahead on generative AI, $AAPL's hardware-led strategy & Ternus-era pivot face defining questions.The moat is real. So are the structural headwinds.https://post.kapualabs.com/s85vcmpj#Apple #AI #SemiConductors #Investing
Apple's silicon moat faces its toughest test. As AI reshapes chip supply chains and competitors sprint ahead on generati...
