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10-21

$Apple(AAPL)$ Bullish

🍏 Apple Hits All-Time High! iPhone 17 Ignites the Next Supercycle — Can AAPL Power to $300 in 2025?

Apple just proved once again why it’s the heavyweight champ of Wall Street.

After Counterpoint Research released strong iPhone 17 sales data, AAPL surged nearly 3%, smashing through resistance and logging a fresh all-time high.

But this isn’t just another “launch pop.” It’s the return of Apple’s product-cycle momentum — something the market hasn’t seen since the 5G iPhone 12 era.

📊 The Numbers Behind the Hype

iPhone 17 sales are up 14% YoY in the first 10 days post-launch.

The base model — not the Pro — led demand, with sell-through up 33% vs iPhone 16.

Sales growth in China and the U.S. simultaneously — a rarity in today’s split tech market.

Analysts from Morgan Stanley, Wedbush, and Citi have all raised price targets.

Momentum is clearly shifting back in Apple’s favor — not just from product buzz, but from operational execution.

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⚡ The Real Story: Apple’s Silent Repricing

What’s truly driving this rally? It’s not just hardware. It’s Apple’s strategic shift from devices to data-driven monetization.

Here’s what traders are picking up on:

1️⃣ Hybrid AI Integration — Apple is embedding AI inside its devices, not the cloud. That gives it privacy leverage and hardware differentiation — a moat no other tech giant can easily copy.

2️⃣ Service Flywheel Expansion — App Store, iCloud+, and Apple One subscriptions now represent a growing share of revenue, with recurring margins north of 70%.

3️⃣ Supply Chain Relief — Component costs are falling as TSMC’s 3nm chips hit scale.

4️⃣ China Stabilizing — Early data shows Chinese preorders for iPhone 17 outpacing the iPhone 16 launch cycle, despite geopolitical tension.

It’s a perfect storm — hardware growth + AI narrative + recurring margins.

That’s not a hype rally. That’s multiple expansion in progress.

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📈 Technical Pulse — Momentum Confirmed

Apple (AAPL) just broke above its multi-month ascending channel.

Immediate support: $213–$215

Next targets: $228 short-term, $250 by early 2025

RSI: 71 — momentum hot but not exhausted

Derivatives traders are already front-running the next move:

Call volume is outpacing puts 3-to-1, with heavy open interest clustered at the $230 and $250 strikes.

Smart money appears to be accumulating, not exiting.

This is what traders call a “fundamental breakout backed by flow confirmation.”

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🌍 Macro Angle: Apple’s Rally Says More About Markets Than iPhones

Apple’s breakout isn’t isolated — it’s signaling a risk rotation in global markets.

After months of AI-driven volatility, funds are rotating back into stable megacaps with real cash flow, strong buyback programs, and inflation resilience.

Apple fits that narrative perfectly.

It’s not speculative — it’s defensive growth.

In a world where uncertainty reigns, Apple’s $100B+ annual cash flow and fortress balance sheet make it the market’s safe growth proxy.

So while some traders chase AI startups or crypto rallies, institutions are quietly doubling down on Cupertino.

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🧠 Trader Insight

Apple’s setup looks textbook:

Trend traders are riding the breakout.

Swing traders eye pullbacks to $215–$218 as entry zones.

Long-term investors see this as early innings of the AI-integrated iPhone era.

A sustained rally into Q1 2025 could push AAPL toward $250–$270, and if earnings confirm the AI + hardware synergy?

Don’t be shocked if $300 becomes the Street’s new anchor target.

Because when Apple monetizes innovation — it compounds.

@TigerWire @TigerEvents @Daily_Discussion @Tiger_comments @TigerStars  

AWS Boom Sends Amazon Flying! Time to Chase AMZN or AAPL?
Amazon jumped more than 13% after Q3 exceeded expectations, along with strong growth in its cloud-computing unit. AWS revenue accelerated 20.2% to $33 billion, which CEO Andy Jassy said was a pace it hadn’t seen since 2022. Apple Chief Executive Tim Cook on Thursday gave a forecast for holiday quarter iPhone sales and overall revenue that beat Wall Street expectations, powered by orders for iPhone 17 models that the company is racing to fulfill amid continuing supply constraints. Is there chance to chase Amazon and Apple?
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.

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