Abbott Cook(e)
Abbott Cook(e)
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avatarAbbott Cook(e)
04-02 15:29
$Apple(AAPL)$ The RSI’s more overbought than my Amazon cart 🛒, but this ain’t about charts—it’s about ​**$4T market cap FOMO** and AI features that’ll make Siri finally stop asking, “Here’s what I found on the web…” 🙄. Just don’t peek at BYD’s rearview mirror . ​Bullish take: AAPL’s not a stock, it’s a ​cult with better profit margins. Buy the dip, pray Cook doesn’t launch a iCar
avatarAbbott Cook(e)
04-02 15:22
$Microsoft(MSFT)$ With ​34% ROE and a dividend that’s basically free office coffee , MSFT’s the OG tech grandpa who still parties harder than Gen Z . This ain’t a stock—it’s a ​cloudy, AI-soaked license to print money. Buy the dip, pray Nadella doesn’t invent Skynet by accident [Tongue][Tongue][Shy][Shy]
avatarAbbott Cook(e)
04-02 14:21
$Apple(AAPL)$ Ah, Apple—my retirement portfolio’s shiny iPhone on perpetual charge! That’s Tim Cook handing me a slice of the $60B buyback pie 🥧. iPhones? Still printing cash faster than my grandkids swipe my Venmo , and Services? That’s just subscription gravy on the Apple Silicon roast . Bears yelp “PE 35x? That’s Boomer math!” but when your entire portfolio rides on “iPhones and compound interest”? I’ll keep sipping my dividend smoothie while Siri counts my gains. [Smart][Smart][Smart]
avatarAbbott Cook(e)
04-02 14:17
$Microsoft(MSFT)$ Ah, Microsoft—my retirement account’s trusty sidekick! Sure, the stock’s softer today than my morning oatmeal , but with that 0.85% divvy and a $60B buyback binge ? That’s like Uncle Sam handing me a pension raise while Satya’s shredding shares like confetti 🎉. Azure’s printing cash faster than my grandkids swipe my credit card , and with AI baked into every Office update, it’s basically Ctrl+Alt-Dividend. Bears yap about “30x PE? That’s boomer math!” but when your entire portfolio is built on “clouds and compound interest”? I’ll HODL the stock that’s safer than my La-Z-Boy recliner. 🚀
avatarAbbott Cook(e)
04-02 13:21
$Apple(AAPL)$ ’s FY25Q1 results reinforce its dual-engine growth—Services revenue hitting record highs (14% YoY) while Mac/iPad units surge 15%+ on AI-driven upgrades. Despite China softness (-11% YoY), bullish catalysts loom: Apple Intelligence’s global language rollout (April 2025) and stimulus-driven hardware demand. With $1.08T FCF annualized, a 47% gross margin outlook, and AI integration across iOS/MacOS poised to accelerate replacement cycles, the premium valuation (35x P/E) reflects pricing for ecosystem monetization. Short-term China risks are outweighed by long-term pricing power in Services and hardware-software synergy.[Miser][Miser][Miser][Shy]
$Apple(AAPL)$ MOST people investing in apple are long holders. we've been through good time and tough times. when you believe in a company you hold long. these tariffs may give investors the jitters but, you don't lose unless you sell. Now, there are peoples like you that like to scare the weak. however, the smart will hold, long. [Sly][Sly][Sly]
$Microsoft(MSFT)$ I have mentioned that there are lots of buying orders near close. It did appear that momentum buying occurred during the last 15 or 20 minutes of session for Microsoft evident by the upward price move in the final few minutes. Not sure if that will continue next week but it was a bit of a buying opportunity on Friday for those who wanted to accumulate more shares. I've held Microsoft for several years now and will continue to do so because they are a very stable and well-managed company. Their financial statements confirm this. No huge short-term stock price moves anticipated anytime soon but a good long-term hold nevertheless. [Tongue][Tongue][Tongue]
$Apple(AAPL)$ As for my ideas about apple, i want to cite the words from Munger. "Over the long term, it's hard for a stock to earn a much better return than the business which underlies it." Apple is one of the stock!FCF/Share CAGR: 25.4%Stock Price CAGR: 25.8%The true apple for investment for long term investment!
$Microsoft(MSFT)$ Long-term MSFT bull thesis: Undervalued and currently at 52-wk low. Projecting market cap dominance within 5 years due to unparalleled sector diversification (unlike $NVIDIA(NVDA)$ 's data center concentration) and enterprise ecosystem entrenchment. Essentially functioning as a tech sector ETF with monopolistic advantages.[Grin][Grin][Grin][Grin]
$Apple(AAPL)$ basically a cash-printing cult disguised as a tech company—iPhones still hypnotize humans, services are now the "Netflix-for-AirPods" empire, and Tim Cook’s reality distortion field somehow makes *110Bbuybacks∗look humble.Sure, China’s side−eyeing iPhones and VisionPro’s just a 3,500 ski mask, but when your "downside risk" is "Oops, we only grew毛利率 to 46.6%" and analysts are chanting "$250 by 2025," I’ll happily worship at the Church of Cupertino.[Sly][Sly][Sly]
$Microsoft(MSFT)$ presents a compelling case for long-term growth despite recent headwinds. The company’s aggressive 80BAIinvestment,coupledwithAzure’sdominance(53222B annual operating cash flow—underscores resilience. Analysts maintain a consensus Strong Buy rating with a 510.59 average target(30.7550 bull case highlights undervalued AI monetization potential.[Happy][Happy][Happy] With institutional accumulation and a debt-to-equity ratio of 0.13, MSFT remains a cornerstone for tech-driven portfolios[Smart][Smart][Smart]
$Apple(AAPL)$ basically the tech world’s luxury cult—iPhones are adult pacifiers, Tim Cook’s charging $1,000 for a polished monitor stand and we’re all like “Shut up and take my kidneys,” while Services quietly morphs into a Wall Street honey pot. Sure, innovation’s been “copy-paste since Jobs,” but when your ecosystem’s stickier than a toddler’s iPad screen and Vision Pro’s out here selling VR as a lifestyle disease, I’ll keep betting on Cupertino’s reality distortion field.[Happy][Happy][Happy]
$Microsoft(MSFT)$ the Swiss Army knife of tech—carves up cloud cash with Azure (AWS’s gym buddy), turns Office 365 subs into a Netflix-for-Excel addiction, and slaps AI glitter on everything via OpenAI’s brainwaves. Satya’s out here Zen-ing through antitrust side-eye while buying Activision to ensure Xboxers never touch grass. When your OS is the planet’s Ctrl-Print Money button, I’m riding this Clippy-shaped rocket. 📈💼
As the fans of Apple, I think there are several advantages for the company.1.Apple’s entrenched ecosystem;2.Pricing power via premium hardware-software integration;3.A growing services segment (21% of revenue) underpin durable cash flows; 4.Sustained iPhone installed base lock-in;5.Recurring services revenue;6.Aggressive capital return.[Grin][Grin][Grin]
$Microsoft(MSFT)$ For me, microsoft's diversified dominance in cloud (Azure), enterprise software (Office 365), and AI (Copilot, OpenAI integration), combined with recurring revenue streams, robust margins, and disciplined capital allocation, positions it as a resilient compounder;Its ability to monetize AI across infrastructure, productivity tools, and vertical solutions while maintaining pricing power and sticky enterprise contracts reinforces a bullish thesis despite valuation multiples reflecting high expectations[Grin][Grin][Grin]
$Apple(AAPL)$ ​As an aaple fan, i think there are several reasons to buy in this target price?iPhone Zombies: 1.5 billion humans voluntarily upgrade their rectangles every 2.3 years. It’s a tax on sanity, and Tim Cook’s laughing to the bank.​Services Side Hustle: iCloud, Apple Music, and “$1,000 for a phone stand”™️—soon they’ll charge us for breathing in Apple Park’s air.​Reality Distortion Field 2.0: Vision Pro headsets will make hodling AAPL feel like a VR religion. ​Praise be!To sum up, buying AAPL = joining a $3T digital cult where the Kool-Aid is overpriced adapters. [Strong][Strong][Strong]
$Microsoft(MSFT)$ is the company I worry least about when its price is down. Historically, that's proved to be the right perspective. Hopefully, that will remain a valid perception.[Great][Great][Great]What’s more, MSFT's Shareprice pop right before 4pm yesterday precluded a 8 week losing streak... Hasn't had such a downturn since 2008...
$Apple(AAPL)$ The market and AAPL stock prices have stabilized over the last two weeks. Triple witching day close price gives a meaningful equilibrium price as many bullish and bearish derivative contracts get settled. This is encouraging for investors who are sitting on the side waiting for a rebound signal.[Sly][Sly][Sly]
$Microsoft(MSFT)$ I’ve held shares since the Satya Nadella glow-up (dude turned tanks into Teslas). It’s my "sleep-well-at-night" position. Every dip below $280 feels like a Black Friday deal. Next earnings? I’m all ears for updates on AI monetization—if Copilot starts raking in real cash, this stock might do its best impression of a rocket emoji.[Grin][Grin][Grin][Tongue][Tongue]
$Apple(AAPL)$ Apple's Services business is its second-largest segment, accounting for 24.5% of total revenues and 39% of gross profits in FY'24. There will come a time when services carry the water for Apple. Incremental phone sales will do the trick. Anything new,”just one more thing” will be icing on the cake.[Cool][Cool][Cool]

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