On October 28, Apple officially launched its groundbreaking AI assistant, Apple Intelligence, with the release of the iOS 18.1 update.
While Apple’s iPhone 16 launch in September brought new hardware and mixed reviews, the real breakthrough is this powerful new AI assistant.
Built for hyper-personalization, Apple Intelligence takes iPhone functionality to an entirely new level by learning from your daily habits and preferences.
And it’s not just Apple behind this innovation.
Through a unique partnership with OpenAI, Apple Intelligence now integrates ChatGPT technology directly into the iPhone.
OpenAI’s latest model, ChatGPT o1, brings complex reasoning capabilities that could redefine personal tech. Paired with Apple’s vast user data, this powerful AI could revolutionize how we interact with our devices.
We believe Apple Intelligence is the “real” new iPhone innovation—one that will not only impress users but could drive significant growth for Apple and its key suppliers.
This is where the investment opportunity comes in.
I’ve identified several potential suppliers who may be positioned to benefit directly from Apple’s AI leap.
This release could mark a critical tipping point for these stocks, and as Apple Intelligence gains traction, these suppliers could see rapid gains.
