Shyon
07-27
$Apple(AAPL)$ is at the top of my watch list this week. Beyond the EPS number, I'm watching management's comments on AI monetization, iPhone demand, Services growth, and capital allocation. Consistent earnings growth backed by strong free cash flow matters more to me than a one-quarter beat.

I'm bullish on Apple because of its ecosystem, loyal customer base, and strong cash generation. If AI features drive more device upgrades, I believe Apple's earnings can continue growing. A stronger EPS would reinforce my long-term conviction.

I use earnings season to see if my investment thesis is still intact. If Apple delivers solid results and guidance, I'll continue holding. If the stock pulls back despite good fundamentals, I'd consider adding more over time.

@Dividend_Earnings_Tracker @TigerClub @TigerStars @Tiger_comments

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Comments

  • frostiix
    07-27
    frostiix
    Buyback matters too — if dividend growth disappoints, do you still hold through it?
    • Shyon
      Yeah, I also rely much in the share price growth too
  • pangngk
    07-27
    pangngk
    Been holding Apple a long while — Services growth is still the moat, AI upgrade cycle is just extra
    • Shyon
      Fully agree with you 💯
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