great article BC ๐
thanks for sharing that great analysis
I wasn't aware of the speed bumpers that Apple is facing, it's movement after Earnings makes sense
btw, and not related to Apple... Don't think that I forgot about you starting a YouTube, podcast or similar... I always learn reading your posts, analysis and insights ๐
@Barcode๏ผ$Apple(AAPL)$ ๐จ๐๐ APPLE: $100B Services, Scathing AI Reviews, and Buffettโs Blunt Blessing ๐๐๐จ Apple just posted its best quarter ever! Revenue reached $124.3B, up 4% year-on-year. EPS hit an all-time record. Over $30B was returned to shareholders. Every product and region is now at an all-time high in active devices. Tim Cook cited strong holiday demand, Apple silicon, and the rollout of Apple Intelligence to more languages in April as tailwinds. Oh, and Apple Services? It just became a $102B business. So why is $AAPL down 3.74%? ๐ง Inside Appleโs AI Disarray Mark Gurman pulled no punches in four brutal paragraphs: 1. Appleโs AI teams are struggling, with rivals poaching top talent and leadership seen as ineffective. 2. The company is battling chip shortages to train models. Access to AI accelerators, mostly from Nvidia, has been a major constraint. 3. Industry insiders say the pace of AI evolution makes Appleโs work obsolete by the time itโs ready to unveil. 4. Apple has also failed to deliver on tools it already introduced, including Swift Assist and staggered Siri upgrades. This is a company known for polish. But when it comes to AI, insiders describe a scramble. ๐ Momentum Is Faltering As seen in the momentum score chart, bulls attempted a push but lost steam quickly. Despite a rebound in price, the underlying conviction has thinned again. Technically, this divergence signals potential for another fade unless buyers step in with volume. ๐ Valuation vs Reality $AAPL is still trading at 28x forward earnings, despite no earnings growth over the last three years. That raises a big question. If Appleโs AI game is lagging, and its innovation cycle is behind rivals, is this premium still justified? ๐ Buffett Backs the Cook At the Berkshire Hathaway AGM, Warren Buffett said: โOnly Steve Jobs could have created Apple, but only someone like Tim Cook could have developed it to be where it is today.โ He added, โIโm somewhat embarrassed to say that Tim Cook has made Berkshire a lot more money than Iโve ever made Berkshire Hathaway, so credit should be given to himโฆ on behalf of all of Berkshire, thank you.โ So while the market questions Appleโs future multiple, Buffettโs loyalty remains crystal clear! ๐ฌ Hey Tiger Traders: Are you seeing this as a deep value moment or the beginning of long-term multiple compression? ๐ข Donโt miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets ๐๐ Iโm obsessed with hunting down the next big movers and sharing strategies that crush it. Letโs outsmart the market and stack those gains together! ๐ Trade like a boss! Happy trading ahead, Cheers, BC ๐๐๐๐๐ @Tiger_comments @TigerStars @TigerPicks @TigerWire @Daily_Discussion 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.
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