Reddit Posts
Hedgeye initiated a short call on Apple Inc. (AAPL ) forecasting a potential decline of 23%.
Hands down, MSFT is the worst fucking investment I have ever owned
Apple announces chip deal with Broadcom worth more than $30 billion
Apple announces chip deal with Broadcom worth more than $30 billion
Apple to increase spend with Broadcom to produce billions more U.S. chips. $AAPL 🤝 $AVGO
Broker's fees aside, which would be better, buying etf or the individual stocks at the same ratio?
MU stellar earnings = SOXX ⬇️ MSFT & AAPL bad news = MAGS ⬆️
Micron earnings strength + current semiconductor exposure in my portfolio
Micron (MU) earnings really changed the mood in my portfolio
Micron Price Target Analysis Part 2
Holographic/VR/AR Industry Development Weekly Report, Week 25
A concentrated tech portfolio positioned around semis and AI exposure with mixed hedging through options
Accessing US Stock Leverage from Europe: Platforms, Limitations and Alternatives
Is anyone else looking at this perfect storm hitting by November? ($150 oil, US debt spiral, and the IPO index drain)
Holographic/VR/AR Industry Development Weekly Report, Week 24
The "Canadian Put" — for those of us who can't sell puts in a retirement account
$META is now more attractive valuation-wise than Warren Buffett's fav stock $AAPL
New midweek expiration dates getting approved by regulators
AAPL officially a NVDA customer: Blackwell B200s powering new Siri on GOOGL Cloud
Holographic/VR/AR Industry Development Weekly Report, Week 23
Apple and the new AI-Siri: My thesis on AAPL
Top stocks hitting 52-Week Highs/Lows - June 8, 2026 📈 📉
Am I crazy or is there underappreciated risk of AAPL re-rating significantly downward?
I ran NVDA and AAPL through 15 frameworks today and here’s what came back.
New Congressional Trade Disclosed: 20% median return, 95% win rate
New Congressional Trade Disclosed: 20% median return, 80% win rate
How I am aiming to turn my remaining $4,000 into $25,000 this month. No weekly lottos, just heavy momentum.
Top stocks hitting 52-Week Highs/Lows - June 3, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - June 2, 2026 📈 📉
What Trillion Dollar Stock is trading at a 14 p/e?
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
Shorting AAPL due to rising inflation and shrinking margins
Top stocks hitting 52-Week Highs/Lows - May 29, 2026 📈 📉
Anthropic and OpenAI together are worth $2T, but NVIDIA says Physical AI is worth $50T, what’s the chip play there?
Advice? (Please no hate) long term holding
21 year old college student with $10k saved, what would you do in my spot?
Top stocks hitting 52-Week Highs/Lows - May 27, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - May 26, 2026 📈 📉
Posted GEX levels before open today 5/26 — 9 out of 9 held at king by close
Holographic/VR/AR Industry Development Weekly Report, Week 21
Top stocks hitting 52-Week Highs/Lows - May 25, 2026 📈 📉
What stocks are you buying or dumping when China makes a move on Taiwan?
Posted GEX levels before market open Friday— 8 out of 11 held at king by close
Top stocks hitting 52-Week Highs/Lows - May 22, 2026 📈 📉
GOOGL is looking real Smug for a company who was almost destroyed 1 year ago
Google is looking real Smug for a company who was almost destroyed 1 year ago.
AAPL at $302, 36.6x P/E. Can AI justify the premium?
Top stocks hitting 52-Week Highs/Lows - May 21, 2026 📈 📉
big tech's $350B AI capex is returning about 18 cents on the dollar
A Casual Conspiracy Theory on Semi-Conductor Industry Movement This Week
Looked at my 0DTE results vs longer-dated trades and the data was crazy
Holographic/VR/AR Industry Development Weekly Report, Week 20
18 year old who just started - any advice would be appreciated! I don’t know how to diversify properly.
Book-level delta def matters more than I thought for condors
Top stocks hitting 52-Week Highs/Lows - May 15, 2026 📈 📉
Market breadth, AAPL AMD AMZN INTC MU
Bearish on US-China Talks (0 DTE Stock Parlay May 15th)
How likely to TACO at the moment of landing?
Could the Trump–Xi China meeting move AAPL,NVDA and other companies stock more than people expect?
Buy-and-hold only investors: Do you/when do you take profits?
Holographic/VR/AR Industry Development Weekly Report, Week 19
Humbled by my Apple investment from over a decade ago
May 8 (Reuters) - Apple AAPL.O and Intel INTC.O have reached a preliminary agreement for Intel to manufacture some of the chips that power the iPhone maker's devices, the Wall Street Journal reported on Friday, citing people familiar with the matter.
In 2000, I got my own brokerage account and bought some AAPL.
CRWV Stress Test IV Crush before earnings today
DD: Why Micron (MU) and Memory (DRAM ETF) is still an Undervalued Play in the AI Supercycle
Verified my portfolio app's math manually — $57.9K US portfolio, +25.7% — here's the full breakdown
Verified my portfolio app's math manually — $57.9K US portfolio, +25.7% — here's the full breakdown
Mentions
Doubled my holding in AAPL. The only mega cap that isn't balls deep in AI Capex
You know that Uber limited series Super Pumped? The coolest guys in that were the AAPL guys.
I wasn't made for this. I should just put all my money in AAPL and start licking windows for a living
All I’m asking for is 3% day AAPL
**BanBet Created** ▼ | **Record:** 4W - 0L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AAPL** | $305.00 (below) | $316.39 | -3.6% | Aug 12, 5:48 PM |
!banbet AAPL 305 1M
If this keeps going AAPL is going to overtake NVDA as top dog... Anti AI over AI...
MSFT 23x trailing PE, vs. 37x for AAPL and 46x for COST Imagine looking at PE?
AAPL, a hardware company whose component have seen triple digit percentage cost increases, has been pumping because "AI is going to be sold through app store, so aapl big money!". No position beside 0.1 shares left from a trade, but god damn that's how stupid this market is.
I mean it literally hit ATH again today, so it certainly has room to correct. Also, AAPL is a safety stock. People flock to it when they’re nervous about speculative assets.
AAPL is not a day trading stock because it has no momentum. It is a swing or long term stock that you buy and forget!
wtf is the market today. AAPL pump and death for no reason. SPY barcode pattern, just retardery all round
Damn AAPL dumped hard on my calls out of nowhere. Smh
and AAPL. They sort of became a hedge now.
My AAPL puts are not dead yet!
I wish i did not sell all my AAPL at $200-220.
Citi raised AAPL price target to $365 ahead of earnings.
AAPL keeps paying me on calls and puts
Full ported AAPL Calls after that blow-off top pivot, am I fucked?
Still 90% corporate world use Window OS, from $MSFT. Only 10% Mac-OS from $AAPL Users use PC or cloud from MSFT to run any AI. Consumers not connected to datacenter by Air.
I don't think META really needs AI though and MSFT has Azure and M365. AAPL isn't really in the AI race either. I think Chat GPT, Anthropic, Claude and Gemini will battle it out not so much the mag7.
AAPL Calls was the play all along
Someone tell me why AAPL isn't a short
kek BAG7 Rotating into the last BAG Standing AAPL
It's definitely AAPL season.
Guys the META safe haven was just found by the Bers they are coming for AAPL next
AAPL carrying the entire index on it's back LMAO 🤌
so today isn't the day GOOGL flies, it's another AAPL day
*holy shit where the fuck do we put all our money after we dump semis?* MMs: fuck it, AAPL
*holy shit where the fuck do we put all our money after we dump semis?* MMs: fuck it, AAPL
AAPL with that new ATH. I have no stake FUCK
AAPL YTD flying Market rewarding for not spending like a drunk man at a casino
Is there anything more relaxing than being 100% into AAPL?
AAPL saving me today
what is going on GOOGL... and AAPL just keeps rippin
AAPL just Shrek cocking everyday huh
what’s the news for AAPL? 👀
Short covering AAPL massive shrek dik
Somehow I think AAPL will save my port today
AAPL is the only calls that have kept my port afloat for weeks seems like
NVDA, AAPL and MAGS. All will outperform in the second half of the year. Get long. Lag7 will become magnificent again and crush earnings.
They will just run AAPL IGV and software and SPY ends flat. Bears lose again.
I think AAPL has reached a high level.
I wish I bought TSLA back in 2018 when I was on the fence about it with the same kind of questioning. I bought AAPL instead which has given me 5x so far. I own 300 shares at 135 of spaceX, and will hold forever.
AAPL is a slow and steady compounder, it's not really priced for immediate upside. It's price to buy and hold it for the next decade.
Upcoming earnings (updated): * **Tesla (TSLA):** Wednesday, July 22, 2026 * **SK Hynix (000660.KS / SKHY):** Wednesday, July 22, 2026 * **Alphabet (GOOGL):** Thursday, July 23, 2026 * **Microsoft (MSFT):** Wednesday, July 29, 2026 * **Meta (META):** Wednesday, July 29, 2026 * **Apple (AAPL):** Thursday, July 30, 2026 * **Samsung (005930.KS):** Thursday, July 30, 2026 * **Amazon (AMZN):** Thursday, July 30, 2026 Holding MU and DRAM all the way through this window. Assuming capex guidance continues to grow, memory / chips should see another run up.
OpenAI fighting AAPL Strait closed again CPI gonna come in hot again
OpenAI fighting AAPL Strait closed again CPI gonna come in hot again
Upcoming earnings (updated): * **Tesla (TSLA):** Wednesday, July 22, 2026 * **SK Hynix (000660.KS / SKHY):** Wednesday, July 22, 2026 * **Alphabet (GOOGL):** Thursday, July 23, 2026 * **Microsoft (MSFT):** Wednesday, July 29, 2026 * **Meta (META):** Wednesday, July 29, 2026 * **Apple (AAPL):** Thursday, July 30, 2026 * **Samsung (005930.KS):** Thursday, July 30, 2026 * **Amazon (AMZN):** Thursday, July 30, 2026 Holding MU and DRAM all the way through this window. Assuming capex guidance continues to grow, memory / chips should see another run up.
TSLA and AAPL calls tmrw
The silo on AAPL tv is far too accurate. “Blame mechanical” for everything bad lmao. Mechanical is just blue irl.
Upcoming earnings: * **Tesla (TSLA):** Wednesday, July 22, 2026 * **Alphabet (GOOGL):** Thursday, July 23, 2026 * **Microsoft (MSFT):** Wednesday, July 29, 2026 * **Meta (META):** Wednesday, July 29, 2026 * **Apple (AAPL):** Thursday, July 30, 2026 * **Amazon (AMZN):** Thursday, July 30, 2026 Holding MU all the way through.
* **Tesla (TSLA):** Wednesday, July 22, 2026 * **Alphabet (GOOGL):** Thursday, July 23, 2026 * **Microsoft (MSFT):** Wednesday, July 29, 2026 * **Meta (META):** Wednesday, July 29, 2026 * **Apple (AAPL):** Thursday, July 30, 2026 * **Amazon (AMZN):** Thursday, July 30, 2026
It's obvious that Anthropic and OpenAI have pulled far ahead of everyone in the AI race. I don't see a scenario where someone else catches up including any of the big boys, but especially MSFT and META who have been responsible for most AI spending. GOOGL is still in the race, somehow, but they lost some of their top AI talent. AAPL sat out the whole CapEx thing. AMZN and GOOGL (and now META and several others) are developing their own chips, so the circlejerk financing that propped up this entire AI bubble cycle may soon come to an end especially as cheaper open AI models become more readily available. Implications of any pullback in spending, no matter how small, are just unfathomable at this point and no one is prepared for that possibility. All the CEOs will hold the line on this earnings cycle because they don't want to kill their stocks or appear to be giving up, but the writing is on the wall. It wouldn't hurt to hedge with some 6-9 months puts and dare I say NVDA and AMD are most vulnerable.
AAPL 36 Fwd P/E +16.35% YTD gain +56.49% 52 week gain Market cap 4.63 trillion Ask what is your goal on gains. If you expect it to double down you think apple is worth 9 trillion dollars and what timeline? Depends on how you feel about the information and your timeline.
Musk is accusing Scam Altman publicly of stealing AAPL phone technology.
AAPL sentiment is solid, but it suffers from a short term decline while the med and long term are strong! i would wait a bit to see a flip in short term. analysis: [https://www.sentimentick.com/app/ticker/AAPL](https://www.sentimentick.com/app/ticker/AAPL)
I'm a big seller on AAPL at this price. Obviously the moat is among the best there is, and they are a good compounder. But I feel the risks get ignored...people don't need to upgrade their devices as often, manufacturing costs can compress margins, etc. In the long run, there could be other bigger risks like a better ecosystem, more disruptive "gotta have" device other than iPhone. Net, for me, at this price the premium has gone too far. I took my chips off the table to look for better value elsewhere.
Don't even ask the question. The answer is yes, it's priced in. Think Amazon will beat the next earnings? That's already been priced in. You work at the drive thru for Mickey D's and found out that the burgers are made of human meat? Priced in. You think insiders don't already know that? The market is an all powerful, all encompassing being that knows the very inner workings of your subconscious before you were even born. Your very existence was priced in decades ago when the market was valuing Standard Oil's expected future earnings based on population growth that would lead to your birth, what age you would get a car, how many times you would drive your car every week, how many times you take the bus/train, etc. Anything you can think of has already been priced in, even the things you aren't thinking of. You have no original thoughts. Your consciousness is just an illusion, a product of the omniscent market. Free will is a myth. The market sees all, knows all and will be there from the beginning of time until the end of the universe (the market has already priced in the heat death of the universe). So please, before you make a post on wsb asking whether AAPL has priced in earpods 11 sales or whatever, know that it has already been priced in and don't ask such a dumb fucking question again.
The investor angle here is more interesting than the initial headlines.IP theft cases are notoriously hard to win. Apple has to prove (1) it had protectable trade secrets, (2) reasonable measures to protect them, and (3) misappropriation. The alleged facts — employees using company-issued laptops, emailing hardware summaries before departures, "show and tell" sessions during job interviews — are specific enough to get past a motion to dismiss, but converting that into a damages award is a multi-year process with uncertain odds.A few things worth parsing for investors:On AAPL: This isn't primarily a litigation bet, it's a signal. Apple rarely sues competitors unless it's trying to create leverage or deter future employee movement. The IP involved is reportedly iPhone hardware architecture — the kind of edge computing and on-device inference work that is central to Apple Intelligence. If OpenAI was genuinely absorbing that to build consumer devices, Apple's moat in hardware/software integration is the concern, not just the lawsuit.On OpenAI: Still private, so the equity impact is opaque, but this adds to its regulatory and litigation overhang. The FTC investigation, the NY AG nonprofit-conversion scrutiny, and now this — each individually manageable, collectively they're a pattern that could complicate any future IPO valuation. Precedent for IP damages in tech ranges from tens of millions to over a billion (Waymo/Uber settled for \~$245M plus 0.34% equity in 2018). If Apple gets into that range, it's material.The "whistleblowers" framing is also notable. If Apple's own former employees are cooperating as witnesses, the evidentiary record is stronger than a typical corporate IP suit. That moves this from "PR posturing" to "actual litigation risk."Still early innings. But worth watching how OpenAI's corporate restructuring and IPO timeline interact with this.
You think FWD pe with NVDA growth rate makes sense? So, explain WMT PE of 40 to me, or even AAPL.
> Any moron could have looked 5 years ago and said “wow Google makes a lot of money. I am going to buy Google stock” > > > I’m referring to the ten year period . Not five > And in 5 years you would have more than doubled the performance of the S&P500 on just vibes You weren't in the post that I originally responded to but if that is what you meant so be it. That has been the premise of my responses because based on that original idea of Google 5 years ago based on your original comment a company like Microsoft dramatically under performed. My point mostly still stands. Even among mega caps in 5-10 year windows there is the potential to massively over or underperform. I personally just took a hodge podge of the biggest companies (MSFT AMZN AAPL GOOG AMD NVDA among some other individual stock picks I like and balanced it with the index funds. So I have diversity among my individual large cap picks as well as a safe fallback with a healthy investment in index funds. Obviously keep doing what works for you. No part of this is me trying to convince you that you personally are doing anything incorrectly, I just think your line of thinking isn't going to be the best way to approach things for *most* people who invest.
I’m curious how much is enterprise vs consumer. And in the enterprise, how much is lease vs owned. Area able to make more money selling old lease hardware with increased prices? Also, what helps them from raising prices to offset DRAM pricing. Everyone is in the same boat including consumers that need new PC/laptop. Apple raised prices and do you think they are going to see slowing sales? I don’t know the answers, but I did buy AAPL on the recent drop on price increase news.
No I have an MBA Spent years in finance as a controller You are a clown Have 1500 shares NVDA ave. Cost 40 Amat Ave cost 72 AMD Ave cost. 47 AAPL average cost 71 GS. 385 Maybe I am lucky to have 6 figure gains in all of them. Or maybe I knew what I was doing
Corrupt corps steal each other’s secrets and then sue each other in court. At the end of the day these companies treat espionage like a business plan, it stupid they got caught and it’s stupid it could’ve happened to begin with. I don’t see AAPL recovering well from this, that information will hurt business and the crackdown will destroy morale more so than the thefts.
Wouldn't it be hilarious if AAPL wins the AI race for consumers just by waiting out competitors burning cash on sloppy products? They're still the only ones with true hardware-software integration across devices. Just buy out your competitors and their products when they run out of capital
Is your dividend portfolio made up of NVDA, GOOGL and AAPL? Most stocks that would be considered dividend safe havens (including the ones you mentioned) have underperformed the market in the last 4.5 years. Not sure how you could be up 120%.
People are taking this literally, but I get the point, OP. Fwiw, I think a lot of stocks that have had serious growth could still be worth keeping (or rebuying, in this thought experiment) under fresh eyes today. I'm sure that in 2013, most people didn't think AAPL would 10x over the next ten years, given that it already had the iPhone and was the biggest company in the world.
Open AI getting sued by apple. Hmm how will AAPL move tomorrow? Tomorrow - MSFT -3.5%
Magnificent 7; Apple, which you own, is one of them. They're essentially American ''big tech''. It's Nvidia (NVDA), Amazon (AMZN), Alphabet (GOOG), Microsoft (MSFT), Meta (META), Apple (AAPL), and Tesla (TSLA). Avoid Tesla because it's extremely overvalued. The remaining 6 are great investments if you're willing to buy them and hold them for a long time. Since they're already very big companies they won't grow too much relatively, but you can be almost sure that you'll make a pretty solid % profit in, say, 5 or 10 years
Yeah, I kind of see it the same way. It's kind of the BRK.B for me in my portfolio to be honest (funnily enough, BRK.b owns a lot of AAPL). Not gonna sell, but also not gonna buy at these prices
What do you think of AAPL. They don't have this kind of Capex spend of course
Of course. Every hyperscaler or related companies with decent stock valuation are gonna do that. I think that's why AAPL is holding up strongly, because they swim in money themselves and don't build out these pie in the sky datacenters
Let AAPL sue the living daylights out of Open AI and these totally unethical ex employees.
Run that shit on polymarket. “Will AAPL settle?!”
BREAKING: AAPL sues OpenAI over trade secret theft. Scam Altman? No, couldn't be. [https://techcrunch.com/2026/07/10/apple-sues-openai-over-alleged-trade-secret-theft/](https://techcrunch.com/2026/07/10/apple-sues-openai-over-alleged-trade-secret-theft/)
Take some air out? More like all air will be out with piling lawsuits while AAPL +30%, MU -70%, and NVDA -40%.
Monday: AAPL +3%. MU -12%.
Holy shit AAPL is trying to destroy OpenAI
retarded things I did today - close my AAPL calls before the run up. close my AAPL puts before the rug pull.
Looks like a bunch of big funds rebalanced right at end of day. There were very big sudden swings on AAPL, SPCX, and probably others.
Holy shit I’m glad I sold my AAPL calls before that giant ass red dildo
$MSFT spending less like $AAPL, big revenue from datacenter and using low cost AI models globally, spike earnings
Classic retarded gamma squeeze on AAPL
I bought AAPL puts so buy calls
Come on AAPL, even MSFT is green
$AAPL local inference is just getting started, engineer minded CEO and a new product lineup in 2027 and beyond
Trump talking shit about Iran, guess what happens? AAPL starts to print shrek candles. Fucking piece of shit “safe heaven” tech stock trading at 38 PE LMAOOOO
I remember 15 years ago when AAPL was trading at 11 times earnings and AMZN was trading at 300 times earnings. Lmao now aapl is 38 and AMZN is at 28. How the turn tables