Initially I was bearish on $APPL following the iPhone 17 Pro Max release—underwhelming hardware honestly. But I've flipped my position to bullish now. The real catalyst is Gemini. If Apple integrates Gemini's consumer AI capabilities effectively, it could actually deliver meaningful value in their ecosystem. That's the missing piece—previously their products lacked compelling AI integration. With Gemini on board, the utility factor changes dramatically. That's what makes me want long exposure here.