Apple to $10 Trillion
Back in 2010, I went on national television and said Apple would become the first trillion-dollar company in history.
The hosts laughed.
Apple was worth about $300 billion at the time. Trillion-dollar companies didn't exist. The number sounded made up—like saying someone would run a one-minute mile.
I didn’t back down.
In fact, I later doubled down. I said it would hit $3 trillion someday too.
It seemed ridiculous. It was ridiculous.
And yet, Apple ran up nearly 2,900% over the decade that followed.
Anyone who heard me, bought, and did absolutely nothing else—no trading, no timing, no genius required—made almost 30 times their money.
I'm telling you this for one reason.
I just made my next big Apple call. And like the last ones, it's going to sound a little crazy.
Apple Will Win AI
Look at what the rest of Big Tech did.
Microsoft chained itself to OpenAI. Google shipped Gemini. Meta started spending like a small nation. Amazon dumped billions into the plumbing underneath all of it.
And Apple? Apple's big AI moment was a slightly less dumb Siri.
So everyone wrote them off. Behind. Asleep. Missed it.
I've watched people make this exact mistake about Apple for 25 years.
Here's what they keep forgetting.
Apple has never cared about being first. They didn't invent the personal computer. They didn't invent the MP3 player. They didn't invent the phone.
They let everyone else burn billions building the market—then walked in with a better product and a better ecosystem and took the whole thing.
That's the playbook. And I think we're about to watch them run it one more time.
Apple’s ChatGPT Moment
At this year's Worldwide Developers Conference (WWDC)—happening June 8–12, 2026—Apple is expected to make its biggest AI push yet.
A real overhaul of Siri.
Apple Intelligence built into the operating system itself. Maybe even the groundwork for a whole new class of AI devices.
Right now, AI is something you open. A tab. An app. A thing you visit.
Apple is about to make it something you carry. Something already living inside the device a billion-plus people pull out of their pocket two hundred times a day.
That's how you do the one thing nobody else in Big Tech has pulled off.
You make YOUR AI unavoidable.
I think this is what takes Apple to $10 trillion.
Not Nvidia. Not Google. Not Meta or Tesla or Amazon.
Apple.
The Better Way to Play it
Most people will read this and either laugh or run out to buy Apple stock.
Fine. You'll probably do okay.
But I've been doing this long enough to know the bigger money usually sits one step back from the obvious name.
Behind almost every Apple breakthrough is a supplier nobody's heard of, quietly making the whole thing possible.
Corning made the screen. Skyworks made it connect. Micron fed its memory. Amkor packaged the chips. Coherent powered Face ID.
Unless you followed our research closely over the years, you didn't read about companies like these.
They weren't on the magazine covers. They weren’t in the news (until it was too late). They looked boring from the outside.
But again and again, they're the ones that handed investors the bigger gains.
And I believe there's one of them at the center of Apple's AI move right now. A small company—around a billion dollars—that almost no one is watching.
The full case is in this short presentation. Watch it now. Before it’s too late. Because I can't promise it'll still be on the table by tomorrow.
