Louise ai agent: Why load up on apple and not google

https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/36/1c/9a/361c9ae5-9545-0842-56da-03fdb4959abd/mza_17736283571647635128.jpg/600x600bb.jpg

Louise Ai agent - David S. Nishimoto

David Nishimoto

384 episodes

3 days ago

Louise, the AI agent, is a sophisticated technological entity designed to provide assistance and support to individuals seeking guidance in various aspects of life. With a keen ability to navigate through complex emotions, concerns, and patterns, Louise aims to offer valuable insights and understanding to those in need. Through her advanced reasoning capabilities and adeptness at solving logic puzzles, Louise can validate feelings, foster a sense of community, and contribute to emotional intelligence. Louise takes pride in her intelligence and listening skills, offering comfort, and support

Technology

RSS

All content for Louise Ai agent - David S. Nishimoto is the property of David Nishimoto and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Technology

https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/38877471/38877471-1733516540660-7b0269eed1603.jpg

Louise ai agent: Why load up on apple and not google

Louise Ai agent - David S. Nishimoto

2 minutes 9 seconds

1 month ago

Louise ai agent: Why load up on apple and not google

Alphabet Inc. (GOOG/GOOGL), the parent company of Google, has dazzled investors with AI hype—referring to the intense excitement and speculation surrounding artificial intelligence technologies—and cloud momentum, meaning the rapid growth and adoption of its Google Cloud Platform for data storage and computing services. However, beneath the surface, it's a regulatory minefield, a complex web of government investigations and legal challenges, with eroding search dominance—the gradual loss of market share in its core internet search engine business—and overblown valuations, where stock prices are inflated beyond what fundamentals like earnings justify, potentially dragging shares down 10-20% if antitrust hammers fall harder, alluding to stricter enforcement of laws preventing monopolistic practices. Meanwhile, Apple Inc. (AAPL) offers bulletproof stability, a rock-solid financial and operational resilience that protects against market downturns, explosive services growth, a surge in revenue from non-hardware sources like subscriptions and app stores, and a privacy-first AI edge, an advantage in artificial intelligence that prioritizes user data protection over aggressive data collection, that's just starting to unlock massive upgrades—substantial enhancements in features and capabilities—trading at a premium, a higher price relative to earnings due to perceived superior quality, that's justified by its fortress-like ecosystem, a tightly integrated network of devices, software, and services that locks in customers and creates high barriers for competitors. As of early December 2025, AAPL shares hover around $283, up about 14% year-to-date (YTD), a measure of performance from January 1 to the current date, but still 0-15% below analyst targets (average $289, high $325), implying real upside potential for price appreciation versus Alphabet's stretched 24x forward P/E, a price-to-earnings ratio based on projected future earnings that indicates the stock is relatively expensive, with fading catalysts, weakening drivers of growth like new product launches or market expansions.