$Apple(AAPL)$ just popped 6%, and despite some lingering regulatory "exemption" risks, this looks like a solid long opportunity. Here's why:
Market Confidence Restored: A 6% move on strong volume shows big money is piling back in. The worst-case scenarios around App Store regulations or device bans seem priced in.
AI Catalyst Building: Rumors of major AI integrations in the next iPhone cycle are heating up. Apple could ride the same AI-driven multiple expansion that boosted other tech giants.
Balance Sheet Strength: Apple’s fortress balance sheet gives it flexibility to handle fines, rule changes, or legal settlements without hurting its core business.
Technical Breakout: After weeks of consolidation, this surge puts Apple back above key moving averages — a classic bullish signal.
In my view, the exemption noise is just that — noise. The real story is Apple regaining leadership.
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