Alyl21
09-23

Apple (AAPL) remains a fundamentally strong investment, supported by its resilient ecosystem, diversified revenue streams, and consistent free cash flow generation. Despite near-term headwinds in hardware demand, services growth and strategic expansion in AI integration provide a durable long-term outlook. The company’s robust balance sheet, brand strength, and shareholder-friendly capital return program enhance its appeal. While valuation is elevated relative to peers, Apple’s stability and ability to monetize its installed base justify a premium.

AWS Boom Sends Amazon Flying! Time to Chase AMZN or AAPL?
Amazon jumped more than 13% after Q3 exceeded expectations, along with strong growth in its cloud-computing unit. AWS revenue accelerated 20.2% to $33 billion, which CEO Andy Jassy said was a pace it hadn’t seen since 2022. Apple Chief Executive Tim Cook on Thursday gave a forecast for holiday quarter iPhone sales and overall revenue that beat Wall Street expectations, powered by orders for iPhone 17 models that the company is racing to fulfill amid continuing supply constraints. Is there chance to chase Amazon and Apple?
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