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Kuo: Investors are taking a wait-and-see approach to Apple’s AR headset.

While many are champing at the bit to see Apple’s new AR headset, some investors are more interested in potential AI announcements at WWDC, according to a tweet today from supply chain analyst Ming-Chi Kuo.

As Kuo explains it, the headset “may not be a substantial revenue and profit contributor for suppliers in the next two years compared to AI.”