Apple (And Alphabet) Are Butchering Meta's Future Growth

Feb. 24, 2022 7:00 AM ETApple Inc. (AAPL)META, GOOG, GOOGL21 Comments
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  • Through its new privacy update, Apple Inc. has effectively declared war on Meta Platforms, Inc., which relies on advertising for most of its revenues.
  • GOOG also delivered the killing blow to Meta's future advertising revenues, when it announced similar changes to its privacy terms for all Android phones.
  • In addition, with the rumored launch of AAPL's AR/VR headset by the latest 2023, the company may seek to dominate the budding gaming and Metaverse market.
  • AAPL's previous iPod, iPhone, and Apple Watch launches had decimated the pioneering competitors, such as Sony's Walkman, Nokia, BlackBerry, and Pebble.
  • Moving forward, we expect an obvious upward re-rating to AAPL's future revenue as its advertising and wearable segments grow.
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Investment Thesis

By introducing its new privacy update, Apple Inc. (NASDAQ:AAPL) issued a war cry against Meta Platforms, Inc. (FB), which has been one of the leading online media companies, apart from Alphabet (GOOG

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I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.Prior to Seeking Alpha, I worked as a professionally trained architect in a private architecture practice, with a focus on public and healthcare projects. My qualifications include:- Qualified Person with the Board of Architects, Singapore.- Master's in Architecture from the National University of Singapore.- Bachelor in Arts from the National University of Singapore.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.

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