$Apple(AAPL)$  time to buy Apple share price will improve great earnings 

$Apple(AAPL)$  I am personally looking to upgrade my iPhone 12 to iPhone 18. 

$Apple(AAPL)$  [Miser]  [Miser]  

$Apple(AAPL)$  [Miser]  

$Apple(AAPL)$  lets go 

Mag7 earnings bingo: AI capex surge + Beat but sold off + Capex/spending plan

Okkk

1-2-3 high capex, beating estimates, testing patience for ROI roadmap

Based on the detailed earnings data and strategic context, here's a direct assessment: Yes, the iPhone reacceleration is likely enough to mark a durable bottom for the stock, provided it signals the beginning of a multi-quarter upgrade cycle fueled by AI integration and ecosystem monetization—not just pent-up demand. Here's why: The Case for a Durable Bottom & Long-Term Buy Not Just a Rebound—A Narrative Shift The surprise wasn't just iPhone sales—it was broad-based strength (all regions, record services) combined with aggressive R&D investment (32% increase). This suggests Apple is transitioning from a "hardware replacement cycle" story to an "AI-driven ecosystem monetization" story. That pivot can support a higher valuation floor. Installed Base as a Moat

📊 Apple Earnings Surprise — Short-Term Noise, Long-Term Opportunity 🍎 Apple’s recent earnings reminded us of something important: great companies don’t lose value overnight — only stock prices fluctuate. Yes, the market reacted emotionally. But when you zoom out, Apple remains one of the strongest businesses in the world — built on brand power, recurring revenue, massive cash flow, and deep customer loyalty. Why I’m Bullish on Apple (Long Term) ✅ Ecosystem Lock-In — iPhone, Mac, iPad, Watch, Services — once users enter, they rarely leave ✅ Services Growth — higher-margin recurring revenue (App Store, iCloud, Music, Pay) ✅ AI & Innovation Pipeline — Apple is positioning itself for the next tech cycle ✅ Strong Balance Sheet — huge cash reserves + aggressive share buybacks ✅ Global Brand

$Apple(AAPL)$  Apple is still the "ONE". The market has given high expectations, and the key to success or failure lies in whether the iPhone cycle, new up coming products w AI.  Up Up and away!

Al capex surge + FY guidance + Beat but sold off.  That's the sad story

🌟🌟🌟3 Keywords define this week's earnings: AI Capex Surge, Beat But Sold Off & Physical AI Narrative & Capex Spending Plan. Meta vs Microsoft - One fell, one rose. Why? Microsoft delivered great results but capex rose. The physical AI buildout is massive with data centers, chips. The payoff is there but long dated & the market is tired of waiting.  Investors wanted a victory lap but  they got more capex. Microsoft didn't stumble on fundamentals. It stumbled on expectations. Meta rose because it is able to link    its AI spending to efficiency & ROI.  Ads are re-accelerating. Margins are expanding. Guidance is confident without sounding reckless. Meta didn't just reported numbers.  It delivered reassurance. Investors rewarded that clarity.

Microsoft. ROI Payback Test + Beat But Sold Off + Capex / Spending Plan

1-4-7 Ai capex surge: investments by $Alphabet(GOOGL)$ Roi payback test by $Alphabet(GOOGL)$ Beat but sold off by $Microsoft(MSFT)$

2-5-9

all in apple

Good

Yeah.. I see nothing wrong they ain't spending big bucks on AI. Why should they when they can tap into other's intelligence without having to spend big bucks?!