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KikiNoodles
2021-09-08
Apple to the moon!!?
Apple Stock: $3 Trillion Is Next, Says This Expert
KikiNoodles
2021-08-28
When can apple go past 150 and stay above150???
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to the moon!!?","listText":"Apple to the moon!!?","text":"Apple to the moon!!?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/880679036","repostId":"1170276114","repostType":4,"repost":{"id":"1170276114","kind":"news","pubTimestamp":1631021014,"share":"https://ttm.financial/m/news/1170276114?lang=&edition=fundamental","pubTime":"2021-09-07 21:23","market":"us","language":"en","title":"Apple Stock: $3 Trillion Is Next, Says This Expert","url":"https://stock-news.laohu8.com/highlight/detail?id=1170276114","media":"The Street","summary":"Wedbush’s Dan Ives has made a bold prediction: Apple stock will be valued at $3 trillion within six ","content":"<blockquote>\n <b>Wedbush’s Dan Ives has made a bold prediction: <a href=\"https://laohu8.com/S/AAPL\">Apple</a> stock will be valued at $3 trillion within six to nine months. Here is what supports his bullish thesis.</b>\n</blockquote>\n<p>Wedbush analyst Dan Ives, whom the Apple Maven interviewed a few weeks ago, is not letting off the gas. In his opinion, <a href=\"https://laohu8.com/S/AAPL\">Apple</a> stock-Get Apple Inc. (AAPL) Report will be valued at $3 trillion within the next six to nine months – thus becoming the first company to ever reach this valuation milestone.</p>\n<p>The Apple Maven reviews Mr. Ives’ bullish thesis and the key factors that support it. Lastly, I present <a href=\"https://laohu8.com/S/AONE.U\">one</a> rare instance in which I disagree with the Wedbush analyst.</p>\n<p><b>It starts with the super cycle</b></p>\n<p>During his interview with Bloomberg, Dan Ives explained why Apple stock should be worth $3 trillion soon, up 18% from $2.55 trillion today. At the core of the bullish case is what the analyst calls the “elongated iPhone super cycle”.</p>\n<p>In my conversation with Dan, he explained that Wall Street underestimates the depth of the upgrade cycle that the iPhone 12 has merely kickstarted. Rather than one wave, he sees multiple iterations of smartphone users buying Apple’s new devices over the next few years. His quote:</p>\n<blockquote>\n “If you look at it, we still have 25% of the base that has not upgraded their iPhones in the last three and a half years. 5G does not get fully embraced for the next two or three years, until the networks are built out. In <a href=\"https://laohu8.com/S/CAAS\">China</a> [where the 5G infrastructure is further ahead], the iPhone 12, especially the larger Pro versions, really sold extremely well.”\n</blockquote>\n<p><b>Services and innovation</b></p>\n<p>But not all is about iPhone sales upside. Dan also mentioned two other important factors that support his bullishness: services and technological innovations.</p>\n<p>On the former, the analyst believes that this massive segment, which produces $65 billion in revenues per year and grows at a pace of 20%-plus, is worth $1.4 trillion. The 20x implied price-to-sales valuation may seem too rich, but less so if one considers the enviable 65% op margins and solid growth prospects.</p>\n<p>Regarding the latter, Dan points out that Apple continues to impress on the technological innovation front – something that has not been left in the rearview mirror, as some skeptics believe. I agree with this take, especially ahead of two likely product launches in the next five years:mixed-reality headsetsandthe Apple Car.</p>\n<p><b>On the App Store risk</b></p>\n<p>I tend to agree with Dan Ives on most of the arguments that he makes about Apple and its stock. However, in my view, he does not seem worried enough about the risks associated with the App Store and the scrutiny around Apple’s highly lucrative app platform.</p>\n<p>Dan certainly recognizes the regulatory challenges. However, he sees the consequences leaning more towards fines rather than business model changes. He thinks that the risk to the 30% App Store fee is seen as contained by investors, which seems evident in lack of share price pressures as of late.</p>\n<p>I, on the other hand,believe that the business model changesare already underway. The key question in my mind is not if there will be a negative impact, but to what extent. I believe only time will answer this question with any accuracy, starting with Apple’s fiscal Q4 earnings report and fiscal Q1 guidance to be released in October.</p>\n<p><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a> speaks</b></p>\n<p>The most bullish of Apple analysts thinks that AAPL will be valued at $3 trillion within the next 6 to 9 months. How likely do you think that this price target will materialize within this time frame?</p>\n<p><img src=\"https://static.tigerbbs.com/297d56fb43b4eb06ea483ea33f1a13cb\" tg-width=\"562\" tg-height=\"338\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: $3 Trillion Is Next, Says This Expert</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: $3 Trillion Is Next, Says This Expert\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 21:23 GMT+8 <a href=https://www.thestreet.com/apple/news/apple-stock-3-trillion-is-next-says-this-expert><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wedbush’s Dan Ives has made a bold prediction: Apple stock will be valued at $3 trillion within six to nine months. Here is what supports his bullish thesis.\n\nWedbush analyst Dan Ives, whom the Apple ...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/apple-stock-3-trillion-is-next-says-this-expert\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/news/apple-stock-3-trillion-is-next-says-this-expert","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170276114","content_text":"Wedbush’s Dan Ives has made a bold prediction: Apple stock will be valued at $3 trillion within six to nine months. Here is what supports his bullish thesis.\n\nWedbush analyst Dan Ives, whom the Apple Maven interviewed a few weeks ago, is not letting off the gas. In his opinion, Apple stock-Get Apple Inc. (AAPL) Report will be valued at $3 trillion within the next six to nine months – thus becoming the first company to ever reach this valuation milestone.\nThe Apple Maven reviews Mr. Ives’ bullish thesis and the key factors that support it. Lastly, I present one rare instance in which I disagree with the Wedbush analyst.\nIt starts with the super cycle\nDuring his interview with Bloomberg, Dan Ives explained why Apple stock should be worth $3 trillion soon, up 18% from $2.55 trillion today. At the core of the bullish case is what the analyst calls the “elongated iPhone super cycle”.\nIn my conversation with Dan, he explained that Wall Street underestimates the depth of the upgrade cycle that the iPhone 12 has merely kickstarted. Rather than one wave, he sees multiple iterations of smartphone users buying Apple’s new devices over the next few years. His quote:\n\n “If you look at it, we still have 25% of the base that has not upgraded their iPhones in the last three and a half years. 5G does not get fully embraced for the next two or three years, until the networks are built out. In China [where the 5G infrastructure is further ahead], the iPhone 12, especially the larger Pro versions, really sold extremely well.”\n\nServices and innovation\nBut not all is about iPhone sales upside. Dan also mentioned two other important factors that support his bullishness: services and technological innovations.\nOn the former, the analyst believes that this massive segment, which produces $65 billion in revenues per year and grows at a pace of 20%-plus, is worth $1.4 trillion. The 20x implied price-to-sales valuation may seem too rich, but less so if one considers the enviable 65% op margins and solid growth prospects.\nRegarding the latter, Dan points out that Apple continues to impress on the technological innovation front – something that has not been left in the rearview mirror, as some skeptics believe. I agree with this take, especially ahead of two likely product launches in the next five years:mixed-reality headsetsandthe Apple Car.\nOn the App Store risk\nI tend to agree with Dan Ives on most of the arguments that he makes about Apple and its stock. However, in my view, he does not seem worried enough about the risks associated with the App Store and the scrutiny around Apple’s highly lucrative app platform.\nDan certainly recognizes the regulatory challenges. However, he sees the consequences leaning more towards fines rather than business model changes. He thinks that the risk to the 30% App Store fee is seen as contained by investors, which seems evident in lack of share price pressures as of late.\nI, on the other hand,believe that the business model changesare already underway. The key question in my mind is not if there will be a negative impact, but to what extent. I believe only time will answer this question with any accuracy, starting with Apple’s fiscal Q4 earnings report and fiscal Q1 guidance to be released in October.\nTwitter speaks\nThe most bullish of Apple analysts thinks that AAPL will be valued at $3 trillion within the next 6 to 9 months. How likely do you think that this price target will materialize within this time frame?","news_type":1},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813334790,"gmtCreate":1630130272410,"gmtModify":1676530232283,"author":{"id":"4088039053365300","authorId":"4088039053365300","name":"KikiNoodles","avatar":"https://static.tigerbbs.com/a6718dcf522d9709109d68ff2c62a8a5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088039053365300","authorIdStr":"4088039053365300"},"themes":[],"htmlText":"When can apple go past 150 and stay above150???","listText":"When can apple go past 150 and stay above150???","text":"When can apple go past 150 and stay above150???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813334790","repostId":"1162964424","repostType":4,"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":813334790,"gmtCreate":1630130272410,"gmtModify":1676530232283,"author":{"id":"4088039053365300","authorId":"4088039053365300","name":"KikiNoodles","avatar":"https://static.tigerbbs.com/a6718dcf522d9709109d68ff2c62a8a5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088039053365300","authorIdStr":"4088039053365300"},"themes":[],"htmlText":"When can apple go past 150 and stay above150???","listText":"When can apple go past 150 and stay above150???","text":"When can apple go past 150 and stay above150???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813334790","repostId":"1162964424","repostType":4,"repost":{"id":"1162964424","kind":"news","pubTimestamp":1630111098,"share":"https://ttm.financial/m/news/1162964424?lang=&edition=fundamental","pubTime":"2021-08-28 08:38","market":"us","language":"en","title":"Apple Stock: How It Could Be A Great Inflation Play","url":"https://stock-news.laohu8.com/highlight/detail?id=1162964424","media":"TheStreet","summary":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.IPhone users thinking of upgrading their devices this year should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.Bad news for consumers could be great news for Apple stock investors. If the price increase is con","content":"<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.</p>\n<p>IPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.</p>\n<p>Bad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6f4ac9ebc1b90072340731dc5c1e613\" tg-width=\"1240\" tg-height=\"698\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple's iPhone 12 Pro.</span></p>\n<p><b>What happened?</b></p>\n<p>The iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.</p>\n<p>It is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0140b9b68bb9eb5dd7e88aaff384785d\" tg-width=\"707\" tg-height=\"370\" referrerpolicy=\"no-referrer\"><span>Figure 2: iPhone 12 Pro on Apple's store.</span></p>\n<p><b>A quote from Jim Cramer</b></p>\n<p>One of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.</p>\n<p>Generally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:</p>\n<blockquote>\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n</blockquote>\n<p><b>The impact to the P&L</b></p>\n<p>Are higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.</p>\n<p>Holding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.</p>\n<p>However, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.</p>\n<p>The other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: How It Could Be A Great Inflation Play</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: How It Could Be A Great Inflation Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-28 08:38 GMT+8 <a href=https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.\nIPhone users thinking ...</p>\n\n<a href=\"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162964424","content_text":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.\nIPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.\nBad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.\nFigure 1: Apple's iPhone 12 Pro.\nWhat happened?\nThe iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.\nIt is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.\nFigure 2: iPhone 12 Pro on Apple's store.\nA quote from Jim Cramer\nOne of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.\nGenerally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:\n\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n\nThe impact to the P&L\nAre higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.\nHolding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.\nHowever, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.\nThe other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880679036,"gmtCreate":1631057724125,"gmtModify":1676530453017,"author":{"id":"4088039053365300","authorId":"4088039053365300","name":"KikiNoodles","avatar":"https://static.tigerbbs.com/a6718dcf522d9709109d68ff2c62a8a5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088039053365300","authorIdStr":"4088039053365300"},"themes":[],"htmlText":"Apple to the moon!!?","listText":"Apple to the moon!!?","text":"Apple to the moon!!?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/880679036","repostId":"1170276114","repostType":4,"repost":{"id":"1170276114","kind":"news","pubTimestamp":1631021014,"share":"https://ttm.financial/m/news/1170276114?lang=&edition=fundamental","pubTime":"2021-09-07 21:23","market":"us","language":"en","title":"Apple Stock: $3 Trillion Is Next, Says This Expert","url":"https://stock-news.laohu8.com/highlight/detail?id=1170276114","media":"The Street","summary":"Wedbush’s Dan Ives has made a bold prediction: Apple stock will be valued at $3 trillion within six ","content":"<blockquote>\n <b>Wedbush’s Dan Ives has made a bold prediction: <a href=\"https://laohu8.com/S/AAPL\">Apple</a> stock will be valued at $3 trillion within six to nine months. Here is what supports his bullish thesis.</b>\n</blockquote>\n<p>Wedbush analyst Dan Ives, whom the Apple Maven interviewed a few weeks ago, is not letting off the gas. In his opinion, <a href=\"https://laohu8.com/S/AAPL\">Apple</a> stock-Get Apple Inc. (AAPL) Report will be valued at $3 trillion within the next six to nine months – thus becoming the first company to ever reach this valuation milestone.</p>\n<p>The Apple Maven reviews Mr. Ives’ bullish thesis and the key factors that support it. Lastly, I present <a href=\"https://laohu8.com/S/AONE.U\">one</a> rare instance in which I disagree with the Wedbush analyst.</p>\n<p><b>It starts with the super cycle</b></p>\n<p>During his interview with Bloomberg, Dan Ives explained why Apple stock should be worth $3 trillion soon, up 18% from $2.55 trillion today. At the core of the bullish case is what the analyst calls the “elongated iPhone super cycle”.</p>\n<p>In my conversation with Dan, he explained that Wall Street underestimates the depth of the upgrade cycle that the iPhone 12 has merely kickstarted. Rather than one wave, he sees multiple iterations of smartphone users buying Apple’s new devices over the next few years. His quote:</p>\n<blockquote>\n “If you look at it, we still have 25% of the base that has not upgraded their iPhones in the last three and a half years. 5G does not get fully embraced for the next two or three years, until the networks are built out. In <a href=\"https://laohu8.com/S/CAAS\">China</a> [where the 5G infrastructure is further ahead], the iPhone 12, especially the larger Pro versions, really sold extremely well.”\n</blockquote>\n<p><b>Services and innovation</b></p>\n<p>But not all is about iPhone sales upside. Dan also mentioned two other important factors that support his bullishness: services and technological innovations.</p>\n<p>On the former, the analyst believes that this massive segment, which produces $65 billion in revenues per year and grows at a pace of 20%-plus, is worth $1.4 trillion. The 20x implied price-to-sales valuation may seem too rich, but less so if one considers the enviable 65% op margins and solid growth prospects.</p>\n<p>Regarding the latter, Dan points out that Apple continues to impress on the technological innovation front – something that has not been left in the rearview mirror, as some skeptics believe. I agree with this take, especially ahead of two likely product launches in the next five years:mixed-reality headsetsandthe Apple Car.</p>\n<p><b>On the App Store risk</b></p>\n<p>I tend to agree with Dan Ives on most of the arguments that he makes about Apple and its stock. However, in my view, he does not seem worried enough about the risks associated with the App Store and the scrutiny around Apple’s highly lucrative app platform.</p>\n<p>Dan certainly recognizes the regulatory challenges. However, he sees the consequences leaning more towards fines rather than business model changes. He thinks that the risk to the 30% App Store fee is seen as contained by investors, which seems evident in lack of share price pressures as of late.</p>\n<p>I, on the other hand,believe that the business model changesare already underway. The key question in my mind is not if there will be a negative impact, but to what extent. I believe only time will answer this question with any accuracy, starting with Apple’s fiscal Q4 earnings report and fiscal Q1 guidance to be released in October.</p>\n<p><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a> speaks</b></p>\n<p>The most bullish of Apple analysts thinks that AAPL will be valued at $3 trillion within the next 6 to 9 months. How likely do you think that this price target will materialize within this time frame?</p>\n<p><img src=\"https://static.tigerbbs.com/297d56fb43b4eb06ea483ea33f1a13cb\" tg-width=\"562\" tg-height=\"338\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: $3 Trillion Is Next, Says This Expert</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: $3 Trillion Is Next, Says This Expert\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 21:23 GMT+8 <a href=https://www.thestreet.com/apple/news/apple-stock-3-trillion-is-next-says-this-expert><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wedbush’s Dan Ives has made a bold prediction: Apple stock will be valued at $3 trillion within six to nine months. Here is what supports his bullish thesis.\n\nWedbush analyst Dan Ives, whom the Apple ...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/apple-stock-3-trillion-is-next-says-this-expert\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/news/apple-stock-3-trillion-is-next-says-this-expert","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170276114","content_text":"Wedbush’s Dan Ives has made a bold prediction: Apple stock will be valued at $3 trillion within six to nine months. Here is what supports his bullish thesis.\n\nWedbush analyst Dan Ives, whom the Apple Maven interviewed a few weeks ago, is not letting off the gas. In his opinion, Apple stock-Get Apple Inc. (AAPL) Report will be valued at $3 trillion within the next six to nine months – thus becoming the first company to ever reach this valuation milestone.\nThe Apple Maven reviews Mr. Ives’ bullish thesis and the key factors that support it. Lastly, I present one rare instance in which I disagree with the Wedbush analyst.\nIt starts with the super cycle\nDuring his interview with Bloomberg, Dan Ives explained why Apple stock should be worth $3 trillion soon, up 18% from $2.55 trillion today. At the core of the bullish case is what the analyst calls the “elongated iPhone super cycle”.\nIn my conversation with Dan, he explained that Wall Street underestimates the depth of the upgrade cycle that the iPhone 12 has merely kickstarted. Rather than one wave, he sees multiple iterations of smartphone users buying Apple’s new devices over the next few years. His quote:\n\n “If you look at it, we still have 25% of the base that has not upgraded their iPhones in the last three and a half years. 5G does not get fully embraced for the next two or three years, until the networks are built out. In China [where the 5G infrastructure is further ahead], the iPhone 12, especially the larger Pro versions, really sold extremely well.”\n\nServices and innovation\nBut not all is about iPhone sales upside. Dan also mentioned two other important factors that support his bullishness: services and technological innovations.\nOn the former, the analyst believes that this massive segment, which produces $65 billion in revenues per year and grows at a pace of 20%-plus, is worth $1.4 trillion. The 20x implied price-to-sales valuation may seem too rich, but less so if one considers the enviable 65% op margins and solid growth prospects.\nRegarding the latter, Dan points out that Apple continues to impress on the technological innovation front – something that has not been left in the rearview mirror, as some skeptics believe. I agree with this take, especially ahead of two likely product launches in the next five years:mixed-reality headsetsandthe Apple Car.\nOn the App Store risk\nI tend to agree with Dan Ives on most of the arguments that he makes about Apple and its stock. However, in my view, he does not seem worried enough about the risks associated with the App Store and the scrutiny around Apple’s highly lucrative app platform.\nDan certainly recognizes the regulatory challenges. However, he sees the consequences leaning more towards fines rather than business model changes. He thinks that the risk to the 30% App Store fee is seen as contained by investors, which seems evident in lack of share price pressures as of late.\nI, on the other hand,believe that the business model changesare already underway. The key question in my mind is not if there will be a negative impact, but to what extent. I believe only time will answer this question with any accuracy, starting with Apple’s fiscal Q4 earnings report and fiscal Q1 guidance to be released in October.\nTwitter speaks\nThe most bullish of Apple analysts thinks that AAPL will be valued at $3 trillion within the next 6 to 9 months. How likely do you think that this price target will materialize within this time frame?","news_type":1},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
