Apple Inc.

"AAPL is included as part of the broad “AI stocks” leadership (up on the week), and the argument is that AI capex and efficiency gains are lifting major tech cash-flow franchises."

I

InvestAnswersANALYST

“The Supercycle IS HERE… Just Not the One Expected ⚡”

May 8, 2026

Play clip · 7:31

"AAPL is the weak link in this AI-capex comparison because it has been ‘asleep at the wheel’ and is sacrificing technological advantage to protect margins, which is a strategy shift the market may eventually discount."

JC

Joseph Carlson After HoursANALYST

“This Week Could Be A Disaster”

Apr 27, 2026

Play clip · 27:35

"AAPL remains one of the key “exceptional winners” to own in an increasingly concentrated AI era, where the speaker argues long-horizon compounding in the right stocks beats generic diversification."

I

InvestAnswersANALYST

“OCTA: Silent Drain 🚨 Reverse Robinhood 💸 Market Illusion 🎭 EXPLAINED”

Apr 21, 2026

Play clip · 25:59

"AAPL’s strategy of effectively not investing aggressively in AI (capex near-flat, relying on buybacks) leaves the stock priced for continued cash-flow excellence at a P multiple around 30, which I view as too expensive for the uncertainty about who wins the next 10-year AI platform contest."

VI

Value Investing with Sven Carlin, Ph.D.ANALYST

“MAG 7 Stocks Are Way Cheaper and Better Buys Now!”

Apr 2, 2026

Play clip · 11:59

"Apple is the market's favorite right now — only modestly down — because it hasn't leaned into massive capex and returns cash to shareholders via buybacks and dividends."

FE

Financial EducationANALYST

“I sold it all today”

Mar 26, 2026

Play clip

"AAPL’s massive buybacks become value destructive for existing shareholders when repurchases occur at far higher prices than the business’s earlier intrinsic value (implied by the 10x stock price increase vs net income growth), because buybacks at “whatever price” reward sellers rather than compounding true ownership."

VI

Value Investing with Sven Carlin, Ph.D.ANALYST

“Buybacks and Stock Based Compensation (SBC) Distort True Owner's Earnings!”

Apr 11, 2026

Play clip · 8:00