← Feed

u/BeVeracious

2 theses · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d——————
3d——————
1w——————
1m——————
3m——————
6m——————
1y——————

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$AAPLr/ValueInvestingStock Analysisbearish
u/BeVeracious · 36d ago1 prior · awaiting results

Microsoft or Apple - which one is better value?

Apple relies on external partners for AI and search capabilities while managing capex conservatively, resulting in recent earnings misses relative to consensus. The business model contrast with Microsoft's infrastructure-focused strategy suggests relative weakness in the AI era.

At post $333.08Now $312.23-6.3% since postedas of Aug 24, 1:28 PM ET
original post →
$MSFTr/ValueInvestingStock Analysisbullish
u/BeVeracious · 36d ago1 prior · awaiting results

Microsoft or Apple - which one is better value?

Microsoft is better positioned for AI value creation through heavy capex investment in infrastructure, CoPilot product integration, and enterprise positioning. Azure's growth and recent earnings beat underscore enterprise AI tailwinds compared to Apple's conservative approach.

At post $505.41Now $489.02-3.2% since postedas of Aug 24, 1:28 PM ET
original post →

End of results.