Apple at a bit of a crossroads
$Apple(AAPL)$ at a bit of a crossroads.
1. iPhone prices are flat so Apple Intelligence isn't driving ASP growth (yet).
2. New iPhones...aren't very compelling.
3. Growth is driven by services & $Alphabet(GOOG)$ $Alphabet(GOOGL)$ revenue will be (probably) directly undercut by Apple Intelligence.
Thoughts?
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Buffett has been selling Apple stock at an unprecedented rate.
Are you holding on or abandoning ship?
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It’s such a crazy amount of money only a few deals move the needle.
Dividends or buybacks would be a huge change but are probably inevitable. Eventually.
https://x.com/TravisHoium/status/1833522745310580914
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