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🚨APPLE CEO IS LEAVING
Tim Cook has led Apple since 2011 and is set to step down on September 1 this year. However, Cook isn’t leaving the company entirely and will move into the role of executive chairman of the board. The new CEO will be John Ternus, who has so far led hardware development. Personally I don't have any specific expectations, so I'll wait to see which direction...
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I don't think there will be major changes. But maybe :D — $AAPL could also start doing better, even though I don't own the shares.
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According to Nikkei, Apple $AAPL is encountering more technical issues than expected in the testing phase of its first foldable iPhone, and initial deliveries could, in a worse-case scenario, be pushed back by several months from the original plan for the second half of 2026. This is the so-called engineering test/early test production phase — the moment when prototypes are...
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Apple is already a value stock, and you can't expect something revolutionary all the time. The iPhone Fold doesn't seem like a good idea to me, but maybe they'll surprise us.
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I would bet that most investors don't want to hold this stock in their portfolio purely because of the China risk and assume that it would "somehow" be resolved. I don't think so, but we'll see where Intel is in two or three years. Maybe their production will miraculously ramp up and within 10 years they'll have enough resources to expand manufacturing capacity to meet U.S. demand.
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So another company where it wouldn’t be about the fundamentals themselves, but about what Musk or influencers post on X.
Musk + FOMO + social media = the stock will shoot up to absurd levels 😂
That could be a good trading plan 🤔
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Apple on the watchlist – enter now or wait for a dip?
Apple $AAPL I’ve had on my watchlist for a while with an entry price of 245 USD. It’s currently trading slightly above that level, about 1–2% over my limit.
Reasons to enter now:
Strong momentum from AI integrations (like Apple Intelligence) and expected iPhone 17 sales, which—being close to my entry price—means a minimal...
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With Apple $AAPL one chapter is definitively closing and another is opening. The company has officially confirmed that the new issuer of the Apple Card will be JPMorgan Chase $JPM , which will gradually take over the role of the previous partner Goldman Sachs. However, this is not a sudden cut — the whole process is expected to take about 24 months, so very gradually and...
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This marks a clean strategic transition rather than a disruption. Moving the Apple Card to JPMorgan gives Apple a more durable, experienced banking partner as it scales financial services. For investors, it reduces execution and regulatory risk while keeping Apple’s ecosystem strategy intact.
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Xiaomi $XIACY
Hello investors,
Have you ever wondered what could most likely compete technologically in the future with companies like $AAPL or Samsung. $XIACY is a great stock because the company is one of the largest smartphone manufacturers in the world and is also building a strong position in smart home devices and IoT products. Its diversified portfolio reduces dependence...
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Xiaomi is a great company, but the problem is its valuation. The stock has risen very quickly and it doesn't make sense to buy now.
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Shares of $AAPL rose 5% yesterday on news that Apple is investing an additional $100 billion in the US. I have sold $AAPL stock this year and moved my money into $GOOG and $AMZN. Apple no longer strikes me as an interesting company and growth is slowing.
Do you still consider $AAPL a growth stock?
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📅 This week's key events!
This week is really full of important macroeconomic events and also corporate results. Here's a list of the most interesting things I'll be watching.
📈 Tuesday
JOLTS Job Openings - Let's keep an eye on the tightness in the labor market. Fewer job openings could signal a cooling economy.
Consumer confidence in the U.S. - An important barometer of future...
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The situation around Apple is not ideal at the moment. On Friday, Trump threatened to impose a 25% tariff on all iPhones not made in the US. I recently soldmy entire position in $AAPL because I no longer find it interesting. Performance will probably be solid, but I don't expect any miracles.
What's your take on the current situation around Apple?
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It's a great company, but they may have a lot of problems at the moment and Trump is not making it easy for them.
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Hi Vojta.
I see the change as a challenge. I use Apple products and it was one of my first investments—I still hold it to this day and plan to keep holding. I like the company, and even though I think they’ve fallen behind in some areas and their AI isn’t top‑tier, I believe a company doesn’t have to be the best at everything. Apple is about design, simplicity, smoothness, and the ecosystem. That’s mainly why I own it and want to keep it.
There are things where partnerships can work if they’re set up well. We already have plenty of AI chat, so I’m curious how the new leadership will take it and which direction they’ll go. I’d like to see the Apple Vision glasses become more widely available. From the videos I’ve seen, the experience looks beautiful, and they could become number one there again. 😊