wubbie
09-19

$Apple(AAPL)$ apple is the greatest CONDUIT ever, the reason google pays about $20B ea yr to be safari's default search for access to apple's 1.5B users. apple's cost for that $20B? nothing. apple has approached AI so wisely, like they do everything. apple's comp is spending multi-billions to build data ctrs. not apple. instead, they're offering their big-spending competitors OPPORTUNITY for their AI to access apple users.

apple is too big to grow at anywhere near its previous pace when smaller, but much is in place to keep its earnings/cash production flywheel going. apple deserves a premium valuation somewhere within the neighborhood of its current price. i expect it to continue to become increasingly more valuable OVER TIME, but i wouldn't be a buyer around its current NON-ON SALE price.

i plan to continue making small sales as apple (and brk) become increasingly more valuable.

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