AAPL

The investors who bought Microsoft, Amazon, and Apple in O2 and 03 at the depths of fear made extraordinary money.

Now, Apple, he thinks Apple is on the verge of a huge AI upgrade cycle.

a major Wall Street bank has just slammed the stock with a rare and aggressive downgrade to underweight. KeyBank analyst Brandon Nispel shocked the market by telling clients to walk away, setting a price target of $250.

established names such as Alphabet, Amazon, Apple and Nvidia.

They showed up as a bullish pick this round

I I would say that we would start to get really interested around that, you know, 270-ish level.

At lower levels, that's where the pro portfolio might look to scoop up some additional shares.

The stock did drop, but based on my assumptions, it remains materially overvalued

trimming part of the holding before earnings is defensible.

I'd lump this with Tesla as a valuation trap.

I'd buy it on a pullback.

I think that's going to be a buy the dip opportunity.

let me buy it now um to have some exposure there. I think will ultimately rebound.

this pullback might honestly be opening up an opportunity here in the low 300s. I'm not going to lie, it actually looks uh pretty good for a for a trade even for an entry um as a longer term play ... I honestly I might consider a trade here.

I think you start trimming.

YOU'VE GOT APPLE, THE HARDWARE, HUNDREDS OF MILLIONS OF AFFLUENT OF PEOPLE ACROSS THE PLANET AND ALL OUR DATA AND THEY KNOW EVERYTHING ABOUT US.

AS FAR AS EARNINGS ARE CONCERNED FOR APPLE THAT STRATEGY HAS PAID OFF... ALL THREE OF THESE, META, MICROSOFT, APPLE, PART OF CORE INGENUITY. YOU HAVE TO OWN THEM.

WE SAID LIGHTEN UP ON THE MAG 7

THOSE ARE PURCHASES, NOT SELLS

I WOULDN'T BUY APPLE BECAUSE IT'S CLOSER TO THE HIGHS

VERY MUCH IN PLACE AND WILL ALWAYS BE LUMPY BUT LOOK AT THEE PACE OF INNOVATION, NVIDIA, AND THE NEW ARCHITECTURE WILL BE RAMPING THE NEW PLATFORM AND MICROSOFT COMPUTE CONSTRAINTS SO AS LONG AS THE COMPANIES NAVIGATE NEAR-TERM AS THEY HAVE TO WHILE INVESTING LONG-TERM, I THINK IT CAN NEW TO CREATE ADDITIONAL SHAREHOLDER VALUEUE FROM HERE.

APPLE SCREAMS AT ME.

I would say Apple. I just think that the moat is insane.

and Apple, own it, don't trade it

buy Apple $23

Like I always say, you should own Apple and Nvidia, not trade them.

YOU SHOULD OWN APPLE AND NVIDIA AND NOT TRADE THEM.

TO UNDERWEIGHT.

yesterday, I took profits on Apple.

I do agree on the bullish stance for Apple

the reason I actually bought Apple was a few months ago

Google's in the middle plus or minus. Meta's definitely a minus. So, Google maybe. Amazon for sure. Microsoft for sure for now. Apple, yeah. They they got their own problems going on.

I wouldn't be chasing Apple even down 9%

WE HAVE SOLD A CHUNK OF OUR HOLDINGS GOING INTO EARNINGS BECAUSE IT HAD BEEN SUCH A STRONG PERFORMER RELATIVE TO EVERYTHING ELSE.

if I was someone who likes shorting stocks, I told you I'd be shorting Apple stock.

يمكنك وضع "أبل" في تلك الفئة. يمكنك وضع الكثير من البنوك وشركات التأمين في تلك الفئة. يمكنك وضع صناديق الاستثمار العقاري (REITs) المملة في تلك الفئة. إذاً، هناك رسوم بيانية جيدة بدأت للتو في التكون والأداء بشكل أفضل. وهذا هو المكان الذي نبحث فيه حقاً.

So, I think the riskreward here on Apple is very tenuous. I would I would look elsewhere for investments here instead.

after earnings, I'd be interested in buying more.

I've been buying the breakouts when I see them.

to underweight

I say don't sell Apple.

Yeah. Look those continue to be core pieces of the AI revolution.

smart money takes profits on stocks like this and moves on. ... so I think, you know in this environment, you take your profits and you let this stock settle back down and consolidate for a few months.

As you know, Charlie Apple is my stock pick of the year.

I like the eight seven August 7th 350 strike at $4.

upgrading shares of Apple to buy from hold with a price target that was raised substantially so to 366 from 260

selling Apple

Apple gets rebuilt over the spring through three separate buys

the big Apple and Disney buys in February and March

Apple is added

Finally, standing at the ultimate consumer endpoint of this multi-billion dollar hardware wave, our fifth stock is Apple, ticker APL.

our second high-conviction play is consumer hardware titan Apple Inc., ticker symbol AAPL, which is quietly preparing to unleash the mother of all upgrade cycles.

Institutional filings confirm they aggressively trimmed exposure across the elite tier of Big Tech, slashing stakes in Nvidia, AMD, Microsoft, Apple, Meta, Tesla, Oracle, and Palantir.

I'm buying AAPL.

they reiterate their buy equivalent outperform rating.

I really like what we're seeing here with Apple.

I think you have to like Apple here a lot.

after earnings, I'd be interested in buying more.

I've been buying the breakouts when I see them uh last doing so on Thursday somewhere around $310.

And here Apple, ticker AAPL. Again, probably the least surprising stock on this list.

Apple more than 10% off the highs opportunity or trap. Trap

if you had to force me to pick one, I think Google first and Apple second, and the rest are going to take some time to capitulate

Best positioned mag seven. Name for the next 12 months. Apple.

we have overweight positions and names like Apple, Microsoft and Vidya and Google of course.

One tech stock I would buy right now today, Apple Computer.

I do like Apple as well.

if I'm an Apple investor, I'm liking the Mac number, especially because that's now like the AI machine of choice.

HSBC UPGRADING STOCKS LIFTING THE PRICE TARGET TO 360 SIX DOLLARS.

Apple 20 years ago and just hold it.

Apple now should very much be considered the same way we look down into the ecosystem for the picks and shovels.

yeah, you could buy this.

But in the last two years, he sold off about 75% of his massive Apple stake.

Microsoft, Apple, Google, and Netflix are the ones that fit that camp. You could say they're in the bullish bucket right now. If you were to take any risk on Wall Street, it would be in one of those four because they've already demonstrated some bullishness.

they're buying more defensive cash flow heavy stocks like Apple

I will be buying Apple, okay? Because that's going to be a big hit.

Ele reduziu 67% da posição em Apple, que era a maior posição dele.