Apple’s year-end rally still has legs — but it’s entering a trickier phase. The iPhone 17’s strong sell-through, robust services growth, and record highs show solid momentum, yet valuation risk looms. With AAPL trading near all-time highs and investor expectations elevated, any hint of slowing demand or margin squeeze could trigger short-term consolidation. Still, its long-term story (AI integration, Vision Pro ecosystem, subscription flywheel) remains intact — so dips might stay shallow unless macro shocks hit.
Amazon, meanwhile, looks more like a stealth opportunity. Its e-commerce margins are rebounding, AWS growth is re-accelerating, and cost discipline is kicking in. While Apple may consolidate, AMZN could play catch-up, especially if AI-driven cloud demand sustains.
In short: Apple’s rally may flatten but not fade; Amazon offers deeper upside if you’re patient. Momentum vs. value — pick your battlefield.
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