Apple at a bit of a crossroads

$Apple(AAPL)$ at a bit of a crossroads.

1. iPhone prices are flat so Apple Intelligence isn't driving ASP growth (yet).

2. New iPhones...aren't very compelling.

3. Growth is driven by services & $Alphabet(GOOG)$ $Alphabet(GOOGL)$ revenue will be (probably) directly undercut by Apple Intelligence.

Thoughts?

Image

Buffett has been selling Apple stock at an unprecedented rate.

Are you holding on or abandoning ship?

Image

It’s such a crazy amount of money only a few deals move the needle.

Dividends or buybacks would be a huge change but are probably inevitable. Eventually.

https://x.com/TravisHoium/status/1833522745310580914

Will You Upgrade to iPhone 16 or other Apple Products?

Apple has announced that it will hold a press conference on September 10th, where it is expected to unveil new models of the iPhone and Apple Watch. Apple Intelligence is likely to be key highlights of the event. ---------- How do you expect iPhone 16 and Apple AI? Is it Apple's Glowtime? Or will it plunge on the event day and trigger a real market crash?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

122

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":348118795870208,"tweetId":"348118795870208","gmtCreate":1726015502583,"gmtModify":1726025877288,"author":{"id":4159952822702602,"authorId":4159952822702602,"authorIdStr":"4159952822702602","name":"Travis Hoium","avatar":"https://community-static.tradeup.com/news/7f6caf1342339cc5b5ecd9bf6ff43d46","vip":8,"userType":8,"introduction":"Passionate about helping people find life-changing long-term investments.\n","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":324,"starInvestorFlag":false},"themes":[{"themeId":"924cc757bcf9482aaf4f21a8ae0aab1d","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Will You Upgrade to iPhone 16 or other Apple Products?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":924cc757bcf9482aaf4f21a8ae0aab1d}&rnconfig={\"headerBarHidden\": true}","description":"Apple has announced that it will hold a press conference on September 10th, where it is expected to unveil new models of the iPhone and Apple Watch. \nApple Intelligence is likely to be key highlights of the event.\n----------\nHow do you expect iPhone 16 and Apple AI?\nIs it Apple's Glowtime?\nOr will it plunge on the event day and trigger a real market crash?\n\n\n\n","image":"https://community-static.tradeup.com/news/492494e4265a58acda7cb8b2306e336a"}],"images":[{"img":"https://community-static.tradeup.com/news/0b34662aad9b63ee62edf6678f890a14","width":"1920","height":"1080"},{"img":"https://community-static.tradeup.com/news/dcec6f38e194bd1dde9e3a1c9af2b66a","width":"1920","height":"1080"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/0b34662aad9b63ee62edf6678f890a14","width":"1920","height":"1080"}],"title":"Apple at a bit of a crossroads","extraTitle":"","html":"<html><head></head><body> <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"Apple\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> at a bit of a crossroads.1. iPhone prices are flat so Apple Intelligence isn't driving ASP growth (yet).2. New iPhones...aren't very compelling.3. Growth is driven by services &amp; <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> revenue will be (probably) directly undercut by Apple Intelligence.Thoughts?<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/0b34662aad9b63ee62edf6678f890a14\" tg-width=\"1920\" tg-height=\"1080\">ImageBuffett has been selling Apple stock at an unprecedented rate. Are you holding on or abandoning ship?<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/dcec6f38e194bd1dde9e3a1c9af2b66a\" tg-width=\"1920\" tg-height=\"1080\">ImageIt’s such a crazy amount of money only a few deals move the needle. Dividends or buybacks would be a huge change but are probably inevitable. Eventually.https://x.com/TravisHoium/status/1833522745310580914</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"Apple\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> at a bit of a crossroads.1. iPhone prices are flat so Apple Intelligence isn't driving ASP growth (yet).2. New iPhones...aren't very compelling.3. Growth is driven by services &amp; <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> revenue will be (probably) directly undercut by Apple Intelligence.Thoughts?<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/0b34662aad9b63ee62edf6678f890a14\" tg-width=\"1920\" tg-height=\"1080\">ImageBuffett has been selling Apple stock at an unprecedented rate. Are you holding on or abandoning ship?<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/dcec6f38e194bd1dde9e3a1c9af2b66a\" tg-width=\"1920\" tg-height=\"1080\">ImageIt’s such a crazy amount of money only a few deals move the needle. Dividends or buybacks would be a huge change but are probably inevitable. Eventually.https://x.com/TravisHoium/status/1833522745310580914</body></html>","text":"$Apple(AAPL)$ at a bit of a crossroads. 1. iPhone prices are flat so Apple Intelligence isn't driving ASP growth (yet). 2. New iPhones...aren't very compelling. 3. Growth is driven by services & $Alphabet(GOOG)$ $Alphabet(GOOGL)$ revenue will be (probably) directly undercut by Apple Intelligence. Thoughts? Image Buffett has been selling Apple stock at an unprecedented rate. Are you holding on or abandoning ship? Image It’s such a crazy amount of money only a few deals move the needle. Dividends or buybacks would be a huge change but are probably inevitable. Eventually. https://x.com/TravisHoium/status/1833522745310580914","highlighted":1,"essential":1,"paper":2,"likeSize":122,"commentSize":0,"repostSize":11,"favoriteSize":0,"link":"https://ttm.financial/post/348118795870208","repostId":0,"isVote":1,"tweetType":1,"viewCount":972,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AAPL","GOOGL","GOOG"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":true,"length":538,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/348118795870208"}