Apple (NASDAQ:AAPL) is entering one of its most important transitions in years. Tim Cook’s exit didn’t rattle investors, but that calm reaction may hide a much bigger question. John Ternus brings deep product credibility, yet Apple’s AI gap could become the defining test of whether the stock deserves its premium valuation.
Stock prices used were the market prices of May 13, 2026. The video was published on May 17, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.