$Apple(AAPL)$ I think this dro

Like
Comment
Favorite

$Apple(AAPL)$ I think this drop is a bit overdone. 1) If you're already an Apple user and embedded in their ecosystem, you're unlikely to leave just because of price. You might delay upgrades, but you won't switch entirely. 2) How much of Apple's revenue comes from iPads and MacBooks? iPads contribute $6.9B and MacBooks $8.73B. Together, that's about 17% of total revenue.

The market cap dropped by $14B today. So the market is essentially pricing in zero future sales from iPads and MacBooks. That seems unlikely to me.

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.

Report

Comment

Top
Latest

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":579249589293088,"tweetId":"579249589293088","gmtCreate":1782436170000,"gmtModify":1782464844413,"author":{"id":10000000000011016,"idStr":"10000000000011017","authorId":10000000000011016,"authorIdStr":"10000000000011017","name":"Tiffany Beerbohm","avatar":"https://static.tigerbbs.com/cdcabff13c7b3578228d45d6bf772874","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":18,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;I think this drop is a bit overdone. 1) If you're already an Apple user and embedded in their ecosystem, you're unlikely to leave just because of price. You might delay upgrades, but you won't switch entirely. 2) How much of Apple's revenue comes from iPads and MacBooks? iPads contribute $6.9B and MacBooks $8.73B. Together, that's about 17% of total revenue.\nThe market cap dropped by $14B today. So the market is essentially pricing in zero future sales from iPads and MacBooks. That seems unlikely to me.</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;I think this drop is a bit overdone. 1) If you're already an Apple user and embedded in their ecosystem, you're unlikely to leave just because of price. You might delay upgrades, but you won't switch entirely. 2) How much of Apple's revenue comes from iPads and MacBooks? iPads contribute $6.9B and MacBooks $8.73B. Together, that's about 17% of total revenue.\nThe market cap dropped by $14B today. So the market is essentially pricing in zero future sales from iPads and MacBooks. That seems unlikely to me.</body></html>","text":"$Apple(AAPL)$ I think this drop is a bit overdone. 1) If you're already an Apple user and embedded in their ecosystem, you're unlikely to leave just because of price. You might delay upgrades, but you won't switch entirely. 2) How much of Apple's revenue comes from iPads and MacBooks? iPads contribute $6.9B and MacBooks $8.73B. Together, that's about 17% of total revenue. The market cap dropped by $14B today. So the market is essentially pricing in zero future sales from iPads and MacBooks. That seems unlikely to me.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/579249589293088","repostId":0,"isVote":1,"tweetType":1,"viewCount":56,"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":435,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}