Apple

$Apple(AAPL.US) sell some long calls to lower the cost basis

Not investment advice!

Memory and optical-chip stocks outperformed despite broad market weakness, reflecting growing expectations that AI infrastructure demand could intensify memory shortages. Musk’s comments and US concerns over Apple’s potential China sourcing further supported the sector. Meanwhile, the S&P 500, Nasdaq and Dow declined modestly as renewed shipping uncertainty and oil prices above $90 raised concerns over inflation and economic risks. The divergence highlights strong AI-related demand amid a more cautious macro backdrop.

Bullish on the collaboration between Apple and Alibaba's Qwen. Apple is the strongest terminal in the AI era. The price has settled on the $300 platform and stabilized, waiting for the next market catalyst.

Rumor: Apple will unveil a foldable iPhone alongside the next-generation iPhone 18-series on Sept. 9 in the US, media report, adding supplier Foxconn has kicked manufacturing into high gear and stepped up recruitment at its main iPhone campus in Zhengzhou, China, offering 8,800 yuan (US$1,225) signing bonuses to encourage workers to return by mid-August (14th, 15th). $Apple(AAPL.US) $Taiwan Semiconductor(TSM.US) #iPhone

Source: Dan Nystedt

Apple reported on its training their localised AI model for China with Alibaba’s technical support. There is an upgrade for SanDisk to Overweight.

Local non-oil domestic exports jumped 24.2% year-on-year. It is a good news.

Though there are slight decrease on the shares percentages for other companies, believe it will increase.

TSMC Arizona’s 2nm fab may arrive as much as four-quarters earlier than expected, media report, amid speedy progress on the chip giant’s 3rd fab (P3) in Phoenix.

Source: Dan Nystedt

Stock god Duan Yongping reduced his holdings in a large amount of tech stocks $NVIDIA(NVDA.US) $Alphabet - C(GOOG.US) $Microsoft(MSFT.US) $Tesla(TSLA.US) $Apple(AAPL.US)

Increased position in Chinese concept stocks $PDD(PDD.US), re-established position in $Alibaba(BABA.US)

I don't understand many of Duan's moves

If I don't understand, I won't comment or touch it

I only see one point: for value investing, you should sell when you need to 😂

I also sold some $Apple(AAPL.US) and $BRK.B a while ago

We need to think independently 🤔

$Uber Tech(UBER.US) Stock Looks Cheap.

If you wanted to copy his trades, good luck with that

$Apple(AAPL.US)

Despite reporting record Q3 revenue and EPS, shares continue to sell off — the market is pricing in conservative Q4 guidance rather than celebrating the beat. At ~34x forward earnings, the valuation leaves minimal room for error, and net institutional outflows of -\$88.75M signal caution. Volume ratio at 0.77 suggests below-average participation, while the 52-week high of \$344.27 now sits 12% overhead as resistance.

Whether the -8.9% pullback finds support near \$300 or if guidance concerns push it lower toward the \$280–290 zone.

Back to my hometown.

Recovering my state and getting started.

Continuing with a $Alphabet - C(GOOG.US) long call.

Also picked up some $Apple(AAPL.US) long calls for January next year.

Not investment advice!

Nvidia Vera Rubin-based AI servers begins mass production in the 3rd quarter at Foxconn, and shipments will ramp up in the 4th quarter, media report, adding Foxconn has won new ASIC customers as well, putting it closer to its goal of 50% market share in AI server racks. CEO Mike Chiang made the comments during Foxconn’s 2nd quarter conference Wednesday (8/12). Foxconn remains on target for AI rack shipments to more than double this year.

Source: Dan Nystedt

🍎🚀 APPLE ($Apple(AAPL.US)): THE STOCK EVERYONE IS WATCHING

One company.

One ecosystem.

Millions of loyal customers. 🌎

📱 iPhone

💻 Mac

⌚ Apple Watch

🎧 AirPods

☁️ Services

🤖 AI

Apple isn’t just selling devices — it’s building an ecosystem people keep coming back to.

🔥 Why keep $Apple(AAPL.US) on your watchlist?

✅ Powerful global brand

✅ Massive customer base

✅ Strong Services business

✅ Huge cash generation

✅ AI could unlock another growth story

📊 The big question:

Is Apple still a long-term winner at today’s valuation?

I’m watching. 👀🍎

#AAPL #Apple #Stocks #Investing #StockMarket #WallStreet #LongTermInvesting$Apple(AAPL.US)

$Apple(AAPL.US)

Apple has retreated a bit since its ATH on 29th July which (no surprises here!) was also the day high beta tech ‘bottomed’.

I had mentioned how Apple being defensive tech and a huge market cap made it convenient for funds to ‘park’ their capital while waiting for high beta tech to bottomed. Some of that money has rotated into high beta tech again it seems and as momentum picks up, it looks like high beta tech is just starting its engine again after a good rest.

@Captain's Treasure

$Apple(AAPL.US)Apple feels increasingly like a stock investors almost have to keep on the radar rather than a pure momentum trade. Higher hardware costs could clearly pressure margins and earnings expectations, especially if component prices continue rising. But trying to pinpoint the exact bottom may be harder than simply watching how expectations evolve. For me, the more interesting setup is whether the market has already priced in most of the margin pressure. If so, a gradual approach makes more sense than waiting for one perfect entry point. The key is whether Apple can maintain its ecosystem advantage while navigating higher costs and weaker hardware economics.

@Captain's Treasure