Is Apple (AAPL) John Overdeck’s Top Pick?

While the NVIDIA Corporation (NASDAQ:NVDA) remains the billionaire’s largest position, Apple Inc. (NASDAQ:AAPL) ranks 3^rd on the database of John Overdeck’s apical holdings with a 2.79% portfolio stock ($1.39 billion). We precocious published a database of youngest hedge money billionaires and their apical banal picks.

According to Reuters, connected February 6, 2026, Apple Inc. (NASDAQ:AAPL) plans to let third-party voice-activated AI apps to usage CarPlay. The determination would beryllium a important alteration from the company’s long-standing Siri-only policy, allowing drivers to inquire chatbot questions straight done CarPlay’s interface and enabling AI assistants done platforms similar OpenAI, Anthropic, and Alphabet’s Google to function.

Apple is anticipated to alteration automatic dependable activation erstwhile third-party apps are launched, with developer enactment rolling retired successful the coming weeks, adjacent though Siri volition proceed to beryllium the default and indispensable aftermath command. As cars go progressively software-driven, investors whitethorn find CarPlay much applicable arsenic a effect of Apple’s determination to selectively unfastened its ecosystem to support its competitiveness successful in-car AI experiences.

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Meanwhile, the improvement of that ecosystem is accompanied by a immense pipeline for bundle and hardware. In bid to enactment short-term merchandise momentum, TheFly reported connected February 9, 2026, that Apple Inc.’s (NASDAQ:AAPL) iPhone 17e with MagSafe is connected the horizon, on with an iOS 26.4 beta that includes updated Siri successful precocious February and the anticipation of an aboriginal March motorboat for M5 MacBook Pros.

Apple Inc. (NASDAQ:AAPL) focuses connected the improvement and selling of user electronics and software, specified arsenic the iPhone and Mac, arsenic good arsenic services, utilizing an integrated ecosystem of hardware, operating systems, and integer platforms to make recurring gross worldwide.

End Note: NVDA is Two Sigma Investments’ apical holding, accounting for 3.07% stock of the firm’s full portfolio, equivalent to $1.53 billion.

While we admit the imaginable of AAPL arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None.