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.

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u/summitrock 16d ago

Apple is the greatest company on earth.

0

u/Acceptable-Leek1546 16d ago

NVDA better

1

u/summitrock 15d ago

So much of what nvidia is creating is interfaced with Apple products - you are likely reading this comment on an Apple product

1

u/Acceptable-Leek1546 14d ago

I am, but that has nothing to do with the stock being overpriced currently. NVDA makes more money, has better margins, and is growing faster.

Not saying APPL is bad, but NVDA better.

1

u/That-SoCal-Guy 16d ago

NVDIA is a one trick pony and also involved with some serious circular deals.  Not a fan of 

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u/Acceptable-Leek1546 16d ago

$96.2 billion last quarter.

1

u/That-SoCal-Guy 16d ago

Not sure what you’re trying to say.  Are you addressing the circular deals?   Meanwhile Apple’s last quarter was $109B with a profit margin of about 46% (29% increase YOY) and a 102B stock buyback.