$Apple(AAPL)$ Apple's buyback at these lower levels should benefit long-term holders. DJT added more AAPL, so Apple likely gets a pass to buy memory chips from Chinese companies for the China market. It is a non-issue. The real driver behind the sell-off seems to be that Scott Bessent knew going into the Camp David meeting that Japan was selling US Treasuries to buy back the yen, which happened on 7/30-7/31. The Bank of Japan likely notified Bessent through back channels even earlier. That is why JPM, Goldman Sachs, and BOA started demanding extra collateral from highly leveraged hedge funds earlier in the week. He probably tipped off the Wall Street big players before the NY Fed used Goldman Sachs and MS to bu
$Apple(AAPL)$ 350Looks like things could turn around soon, so I'm holding and planning to keep buying over the next few days. Feels similar to what happened with Google and even META when they bounced back. The Apple buyback announcement should serve as a signal for the sellers.
$Apple(AAPL)$ It's hard not to find this market interesting. For years, Apple squeezed Micron on pricing and treated its CEO poorly. Now the tables have turned — Micron has the upper hand over Apple when it comes to pricing and supply leverage, and is projected to net 200B by 2028, far more than Apple with a 15% CAP. Apple used to use its massive buying power to push memory suppliers into razor-thin margins. With explosive AI-driven demand causing a severe global memory shortage, that traditional supply-chain leverage is completely gone.
$Apple(AAPL)$ Goldman Sachs raised their Apple price target from $330 to $370 ahead of earnings. That's a meaningful bump. With its low capex, Apple seems like one of the few names that could actually have an AI moat tied to profitability. No circular financing or debt-funded structures that would set up some domino-style collapse down the road. The whole setup looks fairly solid going forward. Among the Mag 7, Apple might be the only one that can keep comfortably buying back shares.
$Apple(AAPL)$ Apple doesn't have the CapEx problems for AI, and that's looking like a good move. They can pick and choose who to work with and integrate outside of having to risk their ecosystem. Apple is going to be the poster child for not getting into the hyperscaler AI competition and maintaining its cash.
$Apple(AAPL)$ Nvidia and Apple have roughly the same market cap. Next year, Nvidia's projected net income is $275B, while Apple's is $125B. About 80% of Nvidia's income comes from the data center, and they also have superior FSD and robotics pipelines compared to what Musk is working on. By 2030, Nvidia's base net income is projected to be $400B. It makes you wonder why Apple's market cap is even half of that, unless it's considered insanely overvalued.
$Apple(AAPL)$ Apple seems to be the ultimate stock. The market goes up, Apple goes up. The market goes down, Apple still goes up. Apple has new AI features, so it goes up. If AI is a bubble, Apple goes up anyway.
The options tape for $Apple(AAPL)$ is showing some aggressive short-dated call sweeps today. Traders are loading up on the 320 to 322.5 strikes, which make up about 89% of the $27.7M in options premium. It looks like a bullish setup despite some fresh headlines. With a mild uptrend on the daily and five-day charts, this action suggests a tactical upside bias. That 320 to 322.5 zone is worth watching for support or for placing stops if you're considering the upside.