The Investor ChannelANALYSTJul 31, 2026“AAPL's strong iPhone and Mac sales plus a device leasing program support growth, though the stock is near the top of its channel and not yet exciting.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
iPhone sales skyrocketing in the quarter. 44 billion up to 54 billion on a comparable quarter. Mac 8 billion last year, 10.3.
what they are now getting into launching Apple upgrade this week with a partner called CLA, one of these buy now pay later outfits. You are now going to be able to finance your Macintosh computers and desktop computers in a similar way.
I think Apple is going to hit a home run leasing out their devices.
Apple pulling back almost touched its 100 day moving average which was taking about down to 295. That would have been the first place where I would have nibbled on a couple of shares of Apple.
Risk
if you zoom out with Apple, I mean you are at I mean it's still essentially at top of channel. So this is not really that exciting. You'd like deeper pullbacks with Apple. Anything south of 300 gets mildly interesting.
The structured call
The receipt
Publish-day price $$338.19 · the claim is anchored to the moment it was said.