Cramer's Mad Dash: What could move Apple higher than Nvidia

All right, let's get to the first mad dash of the week. And we're going to talk about the second largest company in the world. Right. Well, after NVIDIA, it's very neck and neck. Neck and neck. You've got to look at it. It's a nice horse race. And this is a Morgan Stanley piece. I think we move Apple ahead of NVIDIA because it's a great survey. And it's talking about, yes, the Apple AI is bringing people in. They're talking about the idea that they could easily get a nine dollar a month fee. I mean, this is the type of thing where I'm starting to say this is the way that the revenue stream, the service revenue stream could go up dramatically. The gross margins on this on anything like that is big. David, AI may be a hit for them. And I think it's interesting because there are a lot of criticism about Microsoft Copilot, a lot of ads this weekend about it. The this is the ads, positive ads or negative ads. No ads by micro. Oh, about find my. Yeah. And maybe with Benny off running ads. No, I was going to say, yeah, he hasn't done that yet. The ads don't show me. I mean, it's like the ads just look like, I don't know, a lot of lines going on that thing. And I didn't really understand it. It didn't make me want to buy it. Now, we'll hear from Best Buy exactly. And by HP, exactly how big the AIPC is so far. Everyone just says it's big, big, big, except for the people who buy them, which is not a big number. But I do like this, David. I think the iPhone upgrade cycle is elongated. This has been my plan for why you got to stay with Apple. Don't trade Apple, just own Apple because it's going to be elongated. And David, the big final thing, competition, a lessening headwind to iPhone demand in China, where Tim Cook is. Now, China has just been a gigantic headwind. Yeah. Well, Huawei has become much more of a significant competitor again to Apple in that market. Well, I don't know. The PRC seems to look the other way when it comes to Apple. All right. We'll keep an eye on Apple shares, of course. We'll also talk a bit about Warren Buffett, who, by the way, has sold a lot of Apple shares, still owns quite a few as well.