An investment analyst states that Apple has 18 months to enhance its AI strategy amid competitive pressures and recent stock declines. Expectations include a foldable iPhone by 2026, but progress on AI improvements may face delays. Google's AI Pixel 10 is seen as a challenge. Despite setbacks, Apple is predicted to recover in the latter half of 2025 with new products like a thinner iPhone. Investors are closely monitoring Apple's AI development and upcoming launches for future growth.