$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