AAPL

ArtComprehensive7403

One month is noise, especially with a 5+ year horizon. The more important question is why these three and why these weights—AAPL is half the portfolio. If you don't have a strong thesis on each, I'd simplify into a broad low-cost index and stop checking P&L monthly. If you do have theses, write down what would invalidate them and hold unless that changes. Trading based on +8% or -9.5% after four weeks is just letting price action make the decision for you.

MostAmusedBear

AAPL puts at open

JPowTheDayTrader

Some caviar called Strotarrga Bianco costs 40k per teaspon. WTF. The things you learn on Your Friends and Neighbors. Calls on AAPL.

PalantirImperator

AAPL had a good chance to buy Anthropic at an affordable (for them) valuation in ~2024 when it was only valued at like $20 billion and Apple had over $100B in cash on had, and many speculated that they would. They are no longer a reasonable acquisition target due to their exponential valuation explosion, and any attempt at it would almost definitely be blocked by regulators.

Gunk_Olgidar

There isn't going to be enough AI revenue generating TAM to support a \~10^(13) AI investment. Who is going to pay the 1% monthly payments required to pay off the cost of money on $7 TRILLION DOLLARS of capital investment over 5-6 years? 1% of 7 Trillion is 70 billion in loan payments ***per month***. AMZN, MSFT, AAPL, and META combined are only paying \~$7B per month right now on cost of money for their existing CAPEX. Do the math and you'll discover that there aren't enough paying customers on the planet to generate even that much revenue per month in total, much less paying off loans at that level, which would arguably require at least 10x the revenue or 700B in revenue ***per month***. The entire S&P 500 generates only 1.5T in revenue per month. AI isn't going to increase it by 50% in 5 years, friend. $700B/month is \~$90 per person per month on the planet. Who's gonna pay that? I won't pay $9, and you're certainly not going to get it in Uganda. This is why the AI sector topped out last month, and the big Wall St. houses are rotating sectors slowly to avoid spooking a market crash. How does that Jeremy Irons quote go? *"So you're telling me that the music is about to stop, and we're going to be left holding the biggest bag of odorous excrement ever assembled in the history of capitalism."*

Sick0h

Hmmm. Maybe shorting AAPL would work.

akunisg

short AAPL, WMT, NVDA right now you think these are safe? Nowhere is safe

WordsHappenedHere

Just think if you’d only have bought AAPL. On average it returns 1.8% every 18 days going back 25 years. You’d be up 25% YTD and laughing at the memTards instead of being one. But it’s just a “boomer” stock amirite. I’m happy to sell my covered calls to you when it hits $375

superhappykid

Look im gonna help you fks make some money ok. MU forward P/E is 4. If you are willing to bank that this Capex buildout goes on for another 2-3 years, buying now is basically free money. You don't have to try to guess how many fking subs NFLX gets next quarter or if Zuck is gonna cuck you with some spend. You just need to have some fking balls to bet on the capex buildout going for a few more years and Wall St going O SHIT after 1-2 more quarters of beats and raises. By end of year you'll make more money in Memory than in NFLX and META that's for sure. And no don't go chasing AAPL and ATH.

cantTankThisFox

Need an AAPL dump after earnings for the cherry on top to make sure nobody in tech makes money. Only the boomers can make money.

ten7four

AAPL is the only stock up over the last two months and nobody in this sub owns it lmao

orcassharks

What’s going to really tank the market is when AAPL earnings disappoint.

slappedindaface

look at AAPL, flight to safety is keeping the index lifted... but for how long?

memoryisntram

$AAPL shares are safer than a US government bond

I_pop_Jardiance

Ppl are flocking to safe haven assets.....like...AAPL? Lol

cakestapler

The fact that AAPL is my largest individual stock holding is the only thing preventing me from completely wanting to die for buying SKHY at IPO.

Away-Limit9845

Atleast they are buying AAPL

Vlisa

AAPL sales have been flattening out. Ram prices are going to be passed onto the consumer this year for the 18. I understand the defensive play, but I would be hesitant to jump in now.

WillTheGreat

The rotation into AAPL Everytime there’s a chips or memory sell off is wild. It’s somehow made AAPL overvalued as fuck. Can’t wait for earnings, maybe it’ll finally normalize its price range

millerlit

AAPL up 20% this month going into earnings. Probably drop even if earnings are great

Jagged_Tide

First profitable move in weeks, bought AAPL calls before close—maybe I should start a course or discord?

Kickboy21

AAPL puts 🔜

visionarymind

WEN👩‍🦰 employee who purchased a single fractional AAPL share on Monday (7/27) is likely outperforming memory investors rn Follow me on MySpace for additional market insights 👍

visionarymind

Yesterday I was downvoted for saying, “hey memory investors, why don’t you take a break, sell, & buy AAPL @ $333 instead❓” I was called a hindsight investor AAPL is $341 rn Memory is down 7-15% depending on the ticker & amount of leverage …I’ll show myself out now 🚪🦼

silverfutes

AAPL intelligence: the only winning AI move is not to play

Young-faithful

Who tf is buying AAPL at 340?

modder9

AAPL won’t stop winning

carpetmagicianlaughs

The market is tell the other Mag7s through $AAPL, “Look at what will happen to your stock if you stop being cucks to the semi industry”

SignificantStuff5446

Weren't they making zero EPS last year, whereas they're making $200 EPS this fiscal year? SNDK just earned 3X higher EPS in one quarter than AAPL's ANNUAL TTM and FY 27 EPS.

WordsHappenedHere

Hyperscalers become the world’s most profitable companies in all of history as they own all of the compute. Second only to robotics companies. AAPL has split an additional 3 times in the next 15 years as the dominant consumer AI company.

greenpride32

>NVIDIA experiences a max drawdown over 20 years of 85%; Apple 68%; Alphabet 67%. I own all of these tickers for a very long time. I remember AAPL fell by over 50% during financial crisis. And NVDA fell by over 50% during 2022 inflation worries - GOOGL I think was close to, but not quite 50%(?) or I could be mistaken and that was the -67% drawdown. But those drawdown numbers are very misleading as they are just picking a near term peak which with long term growth trajectory gets left in the dust. The peak is very short, and odds are a buyer is more likely to have bought off peak than at peak. If APPL drew down over 50% from $200b to under $100b market cap, but is now $5b market cap you can't even see that dip on a chart unless you switch to logarithmic. But more importantly to this discussion, you'd still have made out well and easily beat the index many times over. The key is buying the right stocks, and holding them forever (or until they are no longer the right stocks). Picking the right micro, and ignoring the macro is going to win in the long run. A combination of not finding strong and sustained growth and lack of patience is why many individual investors will lose to broad market returns in the long run.

Specialist_Exam_8433

This market is regarded. Probably get some stupid +3% QQQ pump tmrw to wipe out last week losses and then pump AAPL to 400 off flat revenue

Ok_Battle5814

Anyone else have a feeling AAPL is going to tank after earnings?

horesebeblind

I didn’t say he avoided them. I said his history was he did not invest in them. Going back thru history, IBM was his only real tech stock, prior to AAPL, and now GOOGL. He made his chops in Banking, Insurance, Coca Cola, Wells Fargo among his huge holdings. He used to say he didn’t understand tech stocks. But I am sure he was being self deprecating : Here is his top 10 holdings in 1992 and if you know Buffett well, this would be fairly stable over time. **COMPANY** **MARKET VALUE OF BRK'S HOLDINGS** **Coca-Cola** $3,911,150,000 **GEICO** $2,226,250,000 **Capital Cities/ABC, Inc.** $1,523,500,000 **The Gillette Company** $1,365,000,000 **Freddie Mac** $783,515,000 **Wells Fargo** $485,624,000 **General Dynamics** $450,769,000 **Washington Post** $396,954,000 **Guinness PLC** $299,581,000

ThanklessWaterHeater

Not to be too much of a Mom booster, but because I'm proud of her: I could show you the investments she made in BDX and LLY in the 80s, into AMGN and REGN in the 90s, into AAPL and SYK and CAH and EW in the aughts, into LRCX around 2010, all of which I still hold along with my own investments. She made lots of lousy investments as well—HP! Intel! 3Com! Cisco! Mom says: if you can research companies and identify ones that are well-run, profitable and growing; if you never put more into one investment than you'd be willing to lose; if you can be patient and wait decades to see results, in the long run the good ones grow so much that the ones that don't grow are a rounding error.

Actual_Difference617

Put all the money in AAPL.

TurbodToilet

Annnnnnnd another day of AAPL all time highs tomorrow

weightedslanket

Correct, which is why I intentionally dropped Tesla from my list. I also didn’t add AAPL as a comp for AAPL because that would be tautological. Thanks for noticing.

marcoporno

AAPL is also in the Mag 7 So is Tesla, which shows what a meaningless grouping it is, they need to be evaluated separately

Wonderful-Savings768

AAPL is currently just a place to dump your money while the AI magnificence reports earnings and capex. After the storm is over, AAPL stock goes back to $300.

J_da_CPA

AAPL casually up 60% in the past year

infinitum_nimis

AAPL is a safe haven when that goes up you don’t risk calls in anything I’m just sayin

spicykimchi_inmybutt

tf was that GOOG/AAPL dip

millerlit

Probably good time to trim AAPL.  

CautiousMagazine3591

[Apple](https://www.cnbc.com/quotes/AAPL/) on Tuesday briefly hit a market capitalization of $5 trillion for the first time, a day after passing [Nvidia](https://www.cnbc.com/quotes/NVDA/) to become the most valuable publicly traded company.  Shares of the iPhone maker, which reports quarterly results on Thursday, have jumped 25% this year, outpacing its mega-cap peers. The stock reached a high of $342.89 on Tuesday before slipping a bit. While the hyperscalers — [Alphabet](https://www.cnbc.com/quotes/GOOGL/), [Amazon](https://www.cnbc.com/quotes/AMZN/), [Meta](https://www.cnbc.com/quotes/META/) and [Microsoft](https://www.cnbc.com/quotes/MSFT/) — are collectively pouring hundreds of billions of dollars into capital expenditures this year for their artificial intelligence build-outs, Apple has [kept its capex spending low](https://www.cnbc.com/video/2026/07/24/apple-and-the-anti-capex-trade-heres-what-to-know.html) and is using cloud infrastructure and AI technology from Google. Apple trailed its trillion-dollar peers on the market last year as investors worried that the company was missing out on the AI boom by keeping investments in check and delaying the long-awaited rollout of an upgraded Siri, which will be released this fall alongside new iPhone hardware. But the narrative has flipped of late due to concerns that the aggressive tech spenders are raising mounds of debt and going cash flow negative without a clear path to hefty returns.  The [debate](https://www.cnbc.com/2026/07/28/hyperscalers-face-higher-capex-scrutiny-after-alphabet-report-panned.html) over the future of AI is embedded in the jockeying between Apple and chipmaker Nvidia for market cap supremacy. Nvidia, whose graphics processing units power most of the big AI models, became the first company to hit the $5 trillion mark in October, but the stock has been a relative laggard this year, gaining only 6%.  Apple’s stock has rallied, meanwhile, despite price hikes on devices resulting from the global memory shortage.  On Tuesday, Apple [announced Upgrade](https://www.cnbc.com/2026/07/28/apple-plans-to-lease-iphones-for-17point99-a-month-through-klarna-deal.html), a new program that will allow customers in the U.S. to lease iPhones and other products, instead of buying them outright. [Last month](https://www.cnbc.com/quotes/AAPL/), the company lifted prices on MacBooks and iPads, its first formal move to pass higher [memory and storage costs](https://www.cnbc.com/2026/06/19/memory-crisis-hits-such-extremes-that-even-apple-cant-be-safe-.html) on to consumers after CEO [Tim Cook](https://www.cnbc.com/tim-cook/) said increases had become unavoidable. Thursday’s earnings call will be Cook’s last as CEO, with [John Ternus](https://www.cnbc.com/2026/04/20/apple-new-ceo-john-ternus-faces-defining-challenge-fixing-ai-strategy.html) set to take over on Sept. 1.

WordsHappenedHere

So AAPL going to $350

AcademicStandard3701

!banbet AAPL $290 72H

footlong24seven

AAPL stronk

Acrobatic-Judge-1190

AAPL has that retard strength

VoidMageZero

AAPL call an ambulance meme

photoguy2112

No, but my AAPL is at 96,500% as of today.

zztop610

Sell AAPL

Spac55

$AMZN market cap too low, compared to diversified revenue sources Check $AAPL $GOOG $MSFT etc

Spac55

Mag 7 undervalued, they have control always AAPL , MSFT, META , GOOG, AMZN, and so on

GrassOrAss954

You’re tired now AAPL. Go to sleep.

sssilver

Wow, you really track your Reddit threads! I eliminated all my positions with these numbers (entered positions in February 2025): |**Symbol**|**Shares**|**Price**|**Proceeds**|**Gain**| |:-|:-|:-|:-|:-| |VGT|13,360|$112.43|$1,502,065|\+$428,622| |NVDA|2,318|$196.51|$455,510|\+$155,148| |PLTR|211|$131.53|$27,753|\+$10,923| |AAPL|71|$336.91|$23,921|\+$6,979| |MSFT|38|$389.10|$14,786|–$1,101| ||||**$2,024,034**|**+$600,571**| The plan is currently to buy VTI + VXUS + AVUV once the dust settles.

Banderchodo

This is in large part because AAPL is seen as a stable bank, a place to put your money while there’s uncertainty in the market. This isn’t really because Apple isn’t making capex into AI, as much as it is a reflection of high market volatility right now, and the demand for a stable holding stock.

nycimt

One AAPL a day....

TurbodToilet

Brain dead price action on AAPL

Comfortable-Sky7801

Any AAPL holders thinking about trimming some gains?

DogNamedFloppy

If you bought AAPL when Tim 🍎 bribed 🥭 with that gold and glass plaque last year, you’d be up 50% in less than 12 months.

Happy-Champion1661

I just read your comment now. There are many bottoms, I usually like to trade in this kind of regimes, you can be pretty much always right because of how violent the swings are, up or down it may have been the bottom for today yes, might be only up from here, hard to tell, earnings of Bag7 could help pushing it back up, we need a catalyst to bounce back hard. Until then, it's all weird. There are some great opportunities that are starting to apper every day. Personally, I don't think spy corrects 10% again (twice in the same year seems too much). I also don't think this is the end of the bubble, but it might be "the end" for semis if earnings of Bag7 point out at less capex. Either way, if you are not in MU, buying now isn't too bad, the rest I am not touching it. Maybe I'll buy some AMZN or short AAPL eow idk

redisok

Reminder that COST is still trading at a higher PE ratio than MSFT, NVDA, AAPL etc...

TurbodToilet

Holy fuck, no AAPL does not need to be trading at 40x P/E.

recordthemusic

At what point do I sell all my AAPL and average down my memory bags? Basically double or nothing ?

TurbodToilet

AAPL has unlimited dip buyers and they all live in Israel

visionarymind

Ruh roh, 🦔🦔🦔 have everyone cornered in AAPL @ 12x sales & 41x p/e now it seems Time for the narrative to shift yet again Maybe we’ll focus on dwindling phone sells & someone will release an article of what it actually costs to produce a 📱 & really hammer home their disgusting profit margins Anyways, I’m going to make 🅱️rekkie & read for a spell Ciao 👋

Chokeslam2Hell

Even AAPL is red wtf

visionarymind

Still time to sell & buy quality stocks like AAPL @ 12x sales & 41x p/e, memory gayng 😘

WorkingCorrect1062

WallStreet is so anti AI they made AAPL most valuable again for having no AI. What a joke

WordsHappenedHere

Watch RSP and AAPL. If we lose both of them SPY will leg down hard

TurbodToilet

The stock market is literally just AAPL at this point

Humble_Code_6501

AAPL is green of course... We all know we'll buy iphone at 3000$

BudLightLymeDisease

Reminder, AAPL is now going to allow it's products to be leased by the poors

Cathie_Woods_Tamp0n

At this rate only AAPL will be a trillion dollar company left

visionarymind

If Memory gayng sold their dogshit stocks this mourning & loaded AAPL @ 12x sales & 41x p/e they’d have money rn Instead they probably ⏬️doubled⏬️down⏬️ 😹😹

Necessary_Ad_9800

AAPL saving my port

horesebeblind

I was trying to bring Buffet philosophy into the tech stocks he has chosen. He is still far from a wild man even though he has gotten involved with tech. AAPL still fits his quality business criteria, as does GOOGL.

Cosmorto

AAPL has set the stage for one of the greatest rugpulls of 2026...

jerome-yellen

I'm slamming AAPL Calls at open, fuck it

TurbodToilet

Let me guess, AAPL gaps up again today while everything else is red?

TurbodToilet

People are so fucking broke that AAPL has to LEASE phones and laptops…

Diokneesus

Should I sell NVDA and buy AAPL?

Own-Recipe5908

So, AAPL's answer to having their phones cost +$200 soon is to bring in phone leasing throw Klar. Lmao. Yeah this is where safe money is going makes sense.

_Doomer_Wojack_

Calm your tits bro $AAPL has been going up every single day for the past 3 months lmfao

visionarymind

Memory gayng, all 🫵 had to do was sell & buy AAPL @ 12x sales & 41 p/e Even if 🫵 would bought @ $333 last week, 🫵 would have more money rn Thank 🫵 for your attention to this matter❗️

spellbadgrammargood

Stocks are dumping while it is such a critical week too. Seagate, MSFT, Meta, AAPL, etc.

imustbegthequestion

Really. I'll look into that. AAPL is too obvious.

captjacksparrow47

Motherfvcking AAPL laughing at my face because I sold some shares in favor of DRAM!

Educational-Play-465

No AAPL position. The capex comparison makes Apple look cleaner than it really is. Apple spent $4.3B on PP&E in the first six months of fiscal 2026, but if it rents frontier models and inference from Google, part of the AI bill moves from capex into ongoing service cost. Thursday's tell is whether Services margins and opex hold up as third-party AI gets embedded. Low capex is a real advantage only if Apple keeps the customer relationship without giving away too much of the economics.

JimHadar

100,000% to the good and can't even spell AAPL

imustbegthequestion

The part about the good hardware. As a guy who has done tech support on AAPL products, they're hot garbage plastic with expensive metals that are worth more broken than in the hands of their degenerate users.

Ok_Rent5670

AAPL is a fine business, but paying a 40 P/E for a company that isn’t growing? Fuck the lol.

East_Talk_2541

The fact that AAPL has gained 30% in all this mess is insane..

Lost_in_space424

Capital is refusing to exit the market for the most part. Liquidity in the market is down about 46% from April/may and it’s getting thinner and thinner so smart money, liquidations, and paper hands are getting out meaning there’s less depth beneath the marginal buyer. The index is popping around its little 755/733 bounded range while capital rotates through defense/medical/AI & Semiconductors/industrials/gold/oil/and mega-cap mag7 stocks. Currently each little rotation hollows out the market a little bit more and more with the most recent being AAPL which saw pretty much all institutional inflows trying to hide in the one tech stock that didn’t pick up AI. All it takes is one bad piece of news leading to a selloff and people realize there’s no actual buyer underneath the valuations. Then it’s a mad dash for the exit door. The capital rotation can keep the index looking healthy for longer than you’d think.

rain168

Or you know, invest in companies like AAPL already making profits without having the AI risks? 🤷‍♂️

Iunatic

MMs have been running long AAPL/software and short memory this month.

Iron-condor-6050

AAPL put the entire market on its back and has prevented a full meltdown in SPY and QQQ.

doctorqaz

AAPL and MSFT going back up just like the old times

visionarymind

I was touting AAPL $300 as early as March, that’s where I was @, numb 🥜