Nikhil Kumar Singh’s Post

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M.Sc. International Business | Program & Project Management | Supply Chain & Logistics | Strategy & Analytics | Cost Optimization | Vendor Management | Lean Six Sigma Black Belt

🚨 Apple’s big event. New iPhone. New updates. And yet… Apple’s stock tanked. 📉 Dropped 1.5% immediately after the launch. 📉 Fell another 3.23% the very next day. Why? Because consumers and Wall Street weren’t impressed. The “big reveal”? 📸 More camera upgrades (again)😬. 🤖 Almost little to no movement on AI when Samsung, Google, and even startups are betting everything on it. Yes, there were some interesting announcements: 🔹ProRes RAW + Apple Log 2 video tools which is great for filmmakers. 🔹iPhone Air an ultra-thin at 5.6mm, built with spacecraft titanium. But let’s be honest…for the everyday consumer, these feel like refinements, not revolutions. The market reaction says it all: 👉 Customers want meaningful innovation, not incremental tweaks. 👉 Investors want future bets, not just safer iterations. Apple still has unmatched loyalty. But loyalty isn’t infinite. In an AI-first world, another camera bump or thinner frame just won’t cut it.

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