AAPL 全部观点

You said you were excited for September, and that name has an event coming our way next week with Apple and their "Sunrise and Shine" event. I love its title . We might get some new phones, maybe a foldable iPhone .

We also have a new CEO at the helm. So, Tim, how do you view Apple now, as they move into this next phase of growth with John Ternos at the forefront?

Apple and Microsoft have taken radically different approaches to the artificial intelligence boom . Meanwhile , Apple has largely stayed out of this AI boom, while signing some licensing deals with companies such as OpenAI and Alphabet.

So, given these two very different approaches to the AI boom, which of these two companies is the better stock to buy right now? Over the past decade, Apple and Microsoft have done an excellent job of increasing revenue.

Another option you presented to us, not necessarily about buying on the dip , but definitely about buying at a turning point. We will talk about Apple with John Ternos taking over, and also before the " Sunrise and Shine" event where expectations point to the possibility of us getting a foldable iPhone.

So is Apple. So is SpaceX. Tesla calls on the back of that.

Yeah, it is. SpaceX 2, Palunteer, Apple, all having good mornings.

Gman mentioning Apple is about to take off crossing 327. Did anyone take the um Apple long gap fill trade that I talked about a number of days? Is anyone in this because it looks like we're on the march up towards 340.

Apple recorded an impressive 16 % increase in total revenue to $109.4 billion . Furthermore, the management team anticipates another 10% growth in the next quarter, which will end in September.

This is even before the launch of Apple's foldable phone, which is expected to be released perhaps during the upcoming holiday season . Does all of this make Apple stock a good investment opportunity to buy?

Apple benefits from a user base of over 2.5 billion devices worldwide .

stock has been a disaster 7 has been a disaster besides Apple's been pretty good you Apple um went as high as what yesterday went as high as 22 328ish. Um but you've had to be in a rhythm with this because it hasn't been that clean.

You know, you've you've had to actually this gap is way now. So um meaning you know you had to you had to be in here uh sell some strength, buy some back, sell some strength, buy some back. you're not getting like three-day sequences, which is what we like, you know, unfortunately that that's the case and that's the the market we live in.

Apple is overvalued here , and Tesla is seriously overvalued, right? So, these two stocks were eliminated due to valuation , right?

One of the charts that we spoke about last week that Ed Zitron just steamrololled over was Nvidia's earnings, net income over the last 12 months compared to Amazon, uh, compared to Apple.

And I said, "Holy [ __ ] this is remarkable." And he go, "No, it's not. No, it's not. It's not real. It's all the markups." "No, it's not. It's not the markups." We looked at operating earnings.

It's the exact same chart. Operating earnings for Nvidia, what the business is actually generating.

Apple up 4.6%

Speaking of capex and who isn't spending capex? Apple remains the second largest company on Earth purely on the iPhone. You can't make this up. Crazy services and margins. They don't own any frontier models, they don't have any massive dedicated data center infrastructure.

No AI to speak of. They outsource it all. They just make phones and it's the second biggest company in the world.

You've got uh honestly Apple I mean you got to watch my Apple video yesterday. Apple open AAI. Oh man, makes you salivate over Apple stock. Holy moly, it's a pricey stock. Uh but uh man, great job. Fantastic job, Apple.

Uh you've got Apple up about 2% uh which is fantastic. I mean just really riding the back of that uh ultra chip that we talked about yesterday. Really really impressive.

Let's talk about you the 20-day. You actually noted that on the S&P 500, you were watching the 20-day, right? What does that tell you? So, well, we're below the 20-day now. So, you know, normally what we want to see is a positive test to that support level today, tomorrow.

Based on developments, doesn't look like we're going to get it. So, the next level of support is going to be the um 100 day moving average. Sorry, the 50-day moving average. And that that's a little over 1% away.

Next one after that is the 200 day moving average that clocks in a little over 3%. So, not a lot of downside arguably, uh, but potential areas of support that we will need to see that they hold.

And if they do, that can bring about some buying opportunities, you know, for others in the market, maybe even for us at the Pro Portfolio.

Uh, in fact, it's about 49% faster than the M5. No. So, you can't just stop here at memory bandwidth. And for the rest of this video, you'll see exactly why.

Now, that works great for a lot of purposes. Like, we'll go through some examples of that in a moment. And there's some advantages to having just a bunch of those working on their own individualistic agentic or AI tasks.

That's fine. You know, we handle a lot of that with our startup, Reinvest. But what's remarkable about the M5 is when you slide over, you can actually get up to 512 GB of unified data where you're only or or unified RAM essentially, whereas you're only getting 32 on the GPU.

It's not just an Apple story. It's the access to memory through or via Apple. That might be what this is.

Most of the advanced models of the Mac Minis and Mac Studios are appealing for developers have been out of stock for months. The memory shortages impacting Apple.

Apple has begun building its own servers using Mac chips. However, they're strictly for the internal private cloud. But Open AI going shopping from Apple. I mean, Apple is now basically now becoming this supply like Nvidia like supplier. I mean, that's pretty incredible.

Let's focus on Apple's chart going back to August 24th of 2011 up until today. That's the entirety of Tim Cook's tenure as CEO as John Turnis is set to take over tomorrow. Company's stock has soared over 2,000% during Tim's time leading the company.

Cook's impact on Apple is the focus of the morning trade. I mean, Tim Cook took over. You showed that chart there, August 2011, and he stepped in for Steve Jobs, who widely then and now is still thought of as one of the greatest innovators of our time.

So, he had big shoes to fill. Now, we're having the same conversation for John Turnis. But on his last day as CEO, we thought we might take a look back at some of the things that happened under Tim Cook in what seemed like impossibly large shoes to fill that have only gotten bigger.

He's had 15 years uh as CEO, but he did join Apple back in 1998. So, a very long tenure with the company. That isn't over. He is staying on. He's just not staying on as the CEO.

EKS, reminding us that today is Tim Cook's last day as the CEO of Apple. So, we'll see how Apple trades here today. I don't think it forbods anything. Uh I know we're waiting for the Apple conference on the 9th.

They're going to talk about the folding phone, which John Turnis developed, by the way. Um, so we'll see. I I don't I don't think we're here to expect anything from Apple today.

I think we're just kind of gearing up for the September 9th event.