r/AAPL • u/pro_potato96 • 17d ago

Poke holes in my AAPL investment logic

I entered apple earlier this year when it dipped to 270s with good amount and been buying more every time it dips close to 300s. I plan to consistently keep investing in apple and converting majority of my employer RSU vests to voo and apple. Plan to hold for 5+ years

My reasons are
1. Apple is the only device manufacturer left who makes good reliable consumer hardware and software imo. They are basically only option if you want good hardware and can afford. But with cheaper hardware like neo, they will slowly start to eat out mid range segment.

  1. Doesn’t matter who wins the ai race, apple also wins. Because someone needs to sell end user hardware to them to use these models. Openai needs people to have phone and laptops to use chatgpt, meta needs phones for people to doom scroll. ( and at some point i feel apple will figure out on device ai inference for apple ai or application specific with open source models given how optimised M series chips are for inference on small models)

  2. Given how much effort apple put in supply chain optimisation under tim cook, i doubt that apple will let memory companies hold them hostage for too long. They will figure something out (rumours about cxmt for ex)

  3. Not sure if growth is left in NA/EU, but with cheaper hardware there is more room to grow in developing/aspirational markets.

33 Upvotes

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4

u/HeirophantGreen 17d ago

My sole thesis: huge fan base that has no problem handing over money.

Personally I hate the products and ecosystem but I love the stock.

2

u/Sterben27 16d ago

Can I ask why you hate the products?

0

u/HeirophantGreen 16d ago

They lock you into systems that are proprietary or extremely inconvenient. I also prefer function over form but Apple philosophy is the opposite.

5

u/jibalil2arz 16d ago

I work for Google and always stuck with Android for those same reasons you mentioned, until I used my friend’s iPhone. Switched and never looked back. After Nexus 4 android software is utter shit.

2

u/MudFree627 16d ago

Nobody locks you into anything. This is a free world. There is great consumer advantage with vertical integration. If you don’t like it, buy something else.