(https://www.cnbc.com/2026/05/26/bank-of-america-says-a-shift-in-ai-is-playing-into-apples-hands.html) on $AAPL is this week's narrative, but it's solving for yesterday's problem. The "device as AI interface" story is 18 months old — if it was that structural, why is Apple trading at the same multiples as 2024?

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