In the end - the gap between WEED ad APH will narrow in tems of % growth over the past year. But it won't close it (right now WEED share price is up 2000% YOY and APH is just over 1000%. The Market Cap Gap is not as large (since APH made larger acquisitions with more dilution). The Nuuvera deal shaved a good deal of value from APH (regardless of what Vic says). At least APH didn't make the same mistakes that ACB did.
I'm holding WEED and APH now - sold all ACB to buy more WEED the day of the HALT regarding LEAF purchase.
The big things WEED has going or it is Size, Brand Recognition, US investors (through NYSE). APH has lower costs and better financial performance (Earnings).
WEED is taking the Amazon approach - focus more on revenue growth and worry about operational performance later. As Bezos said - when they had $100M in revenue, a 2% improvement in performance would have yield $2M in profit. At $100B in revenue, that same 2% increase in performance is $2B in profit. That approach worked for Amazon.
Like many - I will ride the WEED pony until it stops climbing, then I will probably move some of that into APH.