Apple

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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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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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?

📅 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?

Apple's results may have exceeded expectations, but I don't feel good about it. Tariffs are gradually starting to be reflected in the results and growth is slowing. I still hold $AAPLstock in my portfolio, but I sold some of it last week and moved the money into other stocks.

Does Apple still look like an interesting investment to you?