$Apple(AAPL)$ —The Ecosystem F

$Apple(AAPL)$ —The Ecosystem Fortress Trading at 28x P/E (discount vs.10−year avg), 167B cash, 15% ROIC. Bulls bet on "services + AI stealth mode".*

Here are my 3 reasons!

Services Domination: $100B/yr revenue (25% margins) — subscriptions stickier than iPhone cases.

iPhone 16 Supercycle: 240M+ installed base upgrades — 5G, AI features = forced obsolescence.

Buyback Juggernaut: $110B/year buyback — EPS growth on autopilot.

AI Quiet Power: On-device LLMs via M4 chips — privacy edge vs. cloud-dependent rivals.

AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

LEESIMON
05-28
LEESIMON
🩷Good

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":439882088407736,"tweetId":"439882088407736","gmtCreate":1748417410464,"gmtModify":1748424218422,"author":{"id":10000000000010986,"idStr":"10000000000010986","authorId":10000000000010986,"authorIdStr":"10000000000010986","name":"Abbott Cook(e)","avatar":"https://static.tigerbbs.com/a1fca2cb85ad90a226456299b6930c86","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":25,"starInvestorFlag":false},"themes":[{"themeId":"d8920357bb7e4b278997e831493a942a","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"AI Companies and Industry DIG","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":d8920357bb7e4b278997e831493a942a}&rnconfig={\"headerBarHidden\": true}","description":"AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.","image":"https://community-static.tradeup.com/news/4603961061b4e1f67cb838e908cb17bf"}],"images":[],"coverImages":[],"html":"<html><head></head><body> <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"Apple\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <v-v data-views=\"1\"></v-v>—The Ecosystem Fortress Trading at 28x P/E (discount vs.10−year avg), 167B cash, 15% ROIC. Bulls bet on \"services + AI stealth mode\".*Here are my 3 reasons!Services Domination: $100B/yr revenue (25% margins) — subscriptions stickier than iPhone cases.[Miser]iPhone 16 Supercycle: 240M+ installed base upgrades — 5G, AI features = forced obsolescence.[Lovely]Buyback Juggernaut: $110B/year buyback — EPS growth on autopilot.[Smart]AI Quiet Power: On-device LLMs via M4 chips — privacy edge vs. cloud-dependent rivals.[Cool]</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"Apple\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <v-v data-views=\"1\"></v-v>—The Ecosystem Fortress Trading at 28x P/E (discount vs.10−year avg), 167B cash, 15% ROIC. Bulls bet on \"services + AI stealth mode\".*Here are my 3 reasons!Services Domination: $100B/yr revenue (25% margins) — subscriptions stickier than iPhone cases.[Miser]iPhone 16 Supercycle: 240M+ installed base upgrades — 5G, AI features = forced obsolescence.[Lovely]Buyback Juggernaut: $110B/year buyback — EPS growth on autopilot.[Smart]AI Quiet Power: On-device LLMs via M4 chips — privacy edge vs. cloud-dependent rivals.[Cool]</body></html>","text":"$Apple(AAPL)$ —The Ecosystem Fortress Trading at 28x P/E (discount vs.10−year avg), 167B cash, 15% ROIC. Bulls bet on \"services + AI stealth mode\".* Here are my 3 reasons! Services Domination: $100B/yr revenue (25% margins) — subscriptions stickier than iPhone cases.[Miser] iPhone 16 Supercycle: 240M+ installed base upgrades — 5G, AI features = forced obsolescence.[Lovely] Buyback Juggernaut: $110B/year buyback — EPS growth on autopilot.[Smart] AI Quiet Power: On-device LLMs via M4 chips — privacy edge vs. cloud-dependent rivals.[Cool]","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/439882088407736","repostId":0,"isVote":1,"tweetType":1,"viewCount":1085,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AAPL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":465,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":439952215740848,"commentId":"439952215740848","gmtCreate":1748448479957,"gmtModify":1748448483314,"authorId":3579044609497336,"author":{"id":3579044609497336,"idStr":"3579044609497336","authorId":3579044609497336,"name":"LEESIMON","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"23f878ed27704312ae41c7f17e73b319-5","templateUuid":"23f878ed27704312ae41c7f17e73b319","name":"Annualised return","description":"Top 5%","bigImgUrl":"https://community-static.tradeup.com/news/28b025635697d2f8cba3e94ec9f33231","smallImgUrl":"https://community-static.tradeup.com/news/b9d0f04877ffafa61d3f0d06efb58d87","grayImgUrl":"https://community-static.tradeup.com/news/0b3045db9a2ba37916c82e771c62bd6c","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.05","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":5300},"crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":439882088407736,"objectIdStr":"439882088407736","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"🩷Good","text":"🩷Good","html":"🩷Good","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/439882088407736"}