Apple

AAPL | NASDAQ | 4811 Followers
$294.38 +0.32% $0.94
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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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TSMC moves the market again!

TSMC has just announced that its second Japanese fab in Kumamoto will start production on the most advanced 3nm process in 2028.

Originally, this fab was supposed to produce chips on significantly less advanced 6 to 12nm processes.

...
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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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SpaceX IPO valued at up to $1.75 trillion as early as March?

According to the latest information, we could actually see another of Musk’s companies go public.

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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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There are certainly more interesting positions now. $AAPL isn't exactly cheap right now, so I've been buying up $AMD and $GOOG.
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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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I will be watching mainly the results of $SOFI, $SPOT and $AMZN.
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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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