Apple (AAPL -1.05%) may be entering an AI-driven supercycle as Apple Intelligence, record revenue and margins, and massive buybacks converge. I reveal the catalysts, the tripwires (China, regulation, valuation), and who AAPL really fits in a portfolio --without the hype.

Stock prices used were the market prices of Sept. 1, 2025. The video was published on Sept. 1, 2025.