AAPL

"Apple, Apple has valuation concerns. The, you know, P ratio, 4 P ratio for Apple's, you know, deep in the 30s. So that has valuation problems, right?"

"Add in Google and Apple, which sit on tens of billions of dollars in cash and buy back their own stock every single quarter."

"which is Apple, American Express, and Google."

"Apple is my favorite stock of all time. It was one of my very first huge winners bought way back in you know the early 2000s and it's just an unbelievable company that prints cash."

"Apple, Microsoft, okay? You always want to get the best-in-class"

"What about an Apple"

"Apple is deploying some money, but not at historical returns. Buffett and Munger used to target at least 8 to 10% returns on investment. Apple, given the action now, is lowering that to six 67 perhaps"

"Apple is not spending on AI high cash flows."

"When you dealing with family members in the stock market, stocks that has a cousin, Apple, Microsoft, okay?"

"These things happen across the board with the best of the best companies out there. Amazon, Apple, Nvidia, Meta, Google, you name it."

"You're not betting that Nvidia and Apple keep carrying the entire market on their backs. You're buying the rest of America."

"Look at Apple. makes no sense. No growth, not a lot of other things, but yet it continues to make all-time highs after all-time highs. And whenever the stocks tank, it just seems like Apple doesn't go down like the rest of the market does. Why? Because those big fund managers know Apple's a predictable business that they can count on for big numbers to that bottom line there."

"Actually, we were early before liftoff on Apple"

"Now, the second reason why handsets are declining is because Apple is starting to design their own chips and they don't want to continue their partnership with Qualcomm."

"I said Apple was overvalued at 280. Now it's at 340. Now it's already a little bit less, but okay, in a bubble, the bubble can keep on going."

"We'll discuss Oracle that boomed last year on these backlogs and then it reverted but okay the cloud backlog again open AI who is not doing anything with the cloud spending little money is Apple and the market is punishing it for it."

"Until big names like Apple or Nvidia actually commit to using it, this part of the dream is mostly a promise."

"So many people made life-changing money off of Apple. I think Tesla. I'm talking about to the downside."

"You take bites of the apple at a time."

"Number six is Apple. Apple, I also don't have much to say on Apple, but to me it's really funny how the market was rewarding Apple and it's still rewarding Apple for not spending on CapEx. So, Apple is not actually innovating. They're not spending to grow the business. They're still growing mid-single digits and they're inflating earnings per share growth by spending more than 100% of free cash flow on buybacks."

"ASML builds the incredible machines, yes, but TSM holds the keys to the actual physical output for Apple, Nvidia, AMD, and Broadcom."

"They do not design chips, they just manufacture them for everyone else, including Nvidia and Apple."

"Apple is down over 8%. Why is that? Apple was going into this earnings report trading at a trading PE of 40 times forward PE 36 times when you're not growing 20% plus or so despite them being very very profitable still a very good company very profitable company but I don't think you deserve such a premium so I'm not surprised seeing the stock pull back a little bit it it reached $5 trillion a couple of days ago so I'm not surprised there"

"The idea that somehow dilution is bad for SoFi but it was not bad for Apple back in the day which they diluted multiple times Tesla back in the day they've diluted multiple times or Google or Amazon or any other meggaap company out there somehow dilution was bad for you despite hundred hundreds of thousands of percent gains in some of those stocks since the delution is simply just not true."

"What was that like for Apple its first 10 years in the market?"

"Now, if you know Qualcomm, you know that Qualcomm supplies a lot of the chips to Apple. And Apple is pretty much going in-house. They're going to be designing their own chips."

"Now, of course, later today, we do have Amazon. We have Apple. Although I'm not expecting anything crazy from Apple"

"Nvidia, Google, Apple, Microsoft, Amazon, so on are basically the whole market."

"I have also seen Apple at a P/E ratio of nine when I bought it in 2016."

"There is the company like Apple doing buybacks. You know they are going to spend 100 billion on that."

"I missed the Netflix revolution a long time ago. I I caught Google, caught Amazon, caught Apple, but Netflix was one I just didn't understand streaming."

"EUVs are used for the most advanced chips designed by Apple, Nvidia, and everybody else."

"Now, tomorrow, Wednesday and Thursday, we have of course Meta, Microsoft, Apple, Amazon. They will report their quarterly figures."

"It's also an Apple, Amazon, Roblox, Reddit, Mastercard, you name it, it's all going to be affected by macro."

"He has invested in companies where he believes in an Apple, Coca-Cola, some airlines, etc., etc."

"I'll use some examples like Apple like crowd strike and I'll even give let's say Uber"

"Someone asked me about Apple in the previous video."

"And yet, they're all trading at a lower multiple than an Apple."

"So again, with Apple feels like you're just buying a sort of a an ETF, but the stock has been outperforming, but in this case, I think it's crazy to say, but a lot is priced in."

"And so with an Apple, you're asking yourself, okay, it is close to all-time highs."

"So you can see that Apple the reason why it's up so much is because there is no stress about oh are they overbuilding or or not."

"Apple"

"Apple still sells its phones."

"Apple,"

"Disney, Apple, Amazon, they are all spending billions on their own streaming platforms."

"Microsoft is there Apple is still there now that's it"

"These are companies Microsoft, Meta, Nvidia, Amazon, Apple, Tesla, and Google, they carried this entire market."

"Apple Pay is baked into every phone."

"Apple Pay has cut into PayPal and is becoming the preferred way to check out online."

"Apple recently increased the prices of some of their products as much as a couple hundred dollars. There's going to be an incremental person who just doesn't buy the next computer or doesn't buy the next iPhone, or Apple TV, because the price has simply gotten too high."

"Apple down 59s 20 down 35"

"The magnificent seven, Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta, Tesla make up onethird of the stock market."

"Let's get to the biggest of the big dogs, Apple, right? So, Apple, I would rank them as kind of a five right now. I wouldn't call them a bad buy. I also wouldn't call them a good buy, right?"

"Apple did increase spend with Broadcom."

"But at number four is Apple. You guys know it's my favorite stock of all time."

"Then, Berkshire also owns a pipeline business within the energy business, and they transport 15% of all the natural gas in the United States. It's transported through Berkshire Hathaway's pipelines of 14,100 miles worth of those pipelines. So, this is a business that's going to be here 10, 15, 20 years from now. They also have a business called Precision Castparts. This one makes a lot of critical components for engines, for defense, for a lot of the, you know, things within Airbus engines and o"

"Every major tech company right now literally on the planet, think Microsoft, think Google, Amazon, Meta, Apple, they're all in a spending war."

"Warren Buffett sold Disney. I don't know, he sold IBM, he sold Apple, and then it just keeps going up."

"In fact, the way I think about it is [832s] that just like Apple thinks that too."

"Let's discuss this. And if I look at the [25s] P ratio, earnings 8.26 26 per share has [30s] been doing really great lately. 22% [33s] diluted earnings per share over the last [37s] quarter. So those are great numbers."

"Therefore, no value now in Apple. [197s] Buffett has been selling Birkshshire [200s] most of their position. They still hold [203s] it. Okay. But once you start selling, [206s] you know, you're telling the world it is [209s] too expensive for even one could say the [211s] quality it offers. At some point the [215s] price is too exuberant."

"I have put a 7% growth [56s] rate because Apple didn't grow that much [59s] over the previous five years. The stock [62s] did but not the business. And I've put a [65s] P ratio of 20 down the road. Intrinsic [67s] value is 40% of the current stock price."

"If I go pure value [90s] investing, let's say Apple grows just 5% [93s] because of new technologies, [94s] competition, who knows this country [97s] terminal multiple 12. Keep in mind I did [99s] buy Apple at P ratio of 10 in 2016."

"If you put Apple into AI, the top 10 of the S&P 500 is AI."

"You think Apple's going to eat, you know, a $200 increase roughly in memory and storage? Of course not. Right now, this is where things are getting really interesting. So, Apple is reportedly seeking US clearance to buy memory from China's CXMT,"

"Just as Apple or all the companies that sell phones, sell computers,"

"This is clearly a big problem. This is why you see Apple announcing they're raising prices on computers, raising price on iPads, all these sorts of things, right?"

"If you put $10,000 in Apple stock at the start of the smartphone era, you'd have over $600,000 today."

"Just Nvidia, Apple, and Microsoft make up more than 40% of the fund by weight with other great companies like Broadcom, Micron, AMD, and Lamb Research also in the top 10."

"They make smartphone processors for Apple and for Samsung."

"Same thing for Apple"

"most of the S&P 500 businesses, also maybe not Apple"

"Yes, Apple Pay, Stripe, and Block are real competition."

"Why is Apple allowed to be at 30 times?"

"Think like Apple, Coca-Cola, big insurance companies, railroads, all kinds of things."

"there's only one credit card nent [1069s] company that's ever grown faster than us [1071s] and that's the Apple card and [1072s] unfortunately they blew themselves up [1074s] and so we're just trying to be really [1076s] careful in that balance of making sure [1077s] customers have a great product but also [1079s] doing right by the risk side and um and [1082s] thus far I think we've been able to [1083s] thread that needle pretty well."

"Apple at 7.6 63%"

"Apple 6.5%"

"Nvidia leads the pack at 7.6% 6% followed by Apple at 6.7%"

"So I've put here the most popular example I would say and that's probably a Tesla might also be an Apple although those are quite different right now especially from a profitability standpoint and even a multiple standpoint. So could Tesla still work? Sure. But do I think this is the best place for my capital? No. Right? The same can be said with with an Apple for example. So Tesla, it's a growing company, but for the price that you're paying, is it growing fast enough? Is it profitable enough? "

"It's uh there's some asteroid mining going on in this uh sci-fi show on Apple called For All Mankind."

"you look at an Apple and Nvidia"

"Apple done well"

"Lockheed Martin or Apple? >> Lockheed, especially at these prices."

"But coming in at number five is Apple. Again, you guys know it's my favorite stock of all time. They seem to finally be inching their way into the AI race per se."

"And the last one for me is Apple. This is a stock that I said before I would never really buy because I like companies they are reinvesting for themselves for the long term and Apple doesn't really reinvest in itself."

"So only imagine the multiple of meta or maybe Microsoft if they decide to follow the Apple playbook then the Wall Street would reward them."

"magnificent seven stocks, like Amazon and Meta and Google and and Apple and many of them, are one of the best companies in the world that you could own in your portfolio."

"Apple, I should say I Alphabet is about to turn negative."

"but those three billion dividends were invested in Apple or things like that and that makes the money so Warren Buffett will get out of it."

"they also pointed to the technology sector, Apple, Nvidia, Broadcom. Inside tech, the gap between the best stocks and the worst stocks is the widest it's been since February of 2000."

"Remember, just a little over a decade ago, you could have bought Apple shares for less than 10 times earnings."

"Broadcom co-designs custom chips based on the specific architecture, the specific applications, and the specific data center that they'll go in. Set another way, Broadcom's AI business is about designing applicationspecific integrated circuits or AS6 for companies like Google, Meta, Apple, and Open AI."

"Remember when Apple reached a trillion dollar in market cap? I know it's not apples to apples comparison, but when Apple reached a trillion dollars in market cap, people were freaking out. Oh, it's crazy. And then Apple reached two trillion and then three trillion."

"You own businesses, Nvidia, Apple, Microsoft, Amazon, great businesses. The only problem is that you are paying the highest price in history for owning the market."

"Now, number two is Apple. I told you [306s] this list gets a little bit [307s] controversial here, but we're not even [308s] to the controversial part yet. We're [309s] still in the easy part, okay? But I've [311s] been hearing Apple is dead since [313s] probably right around 2016 or so, um, [315s] was when I really, really started [317s] hearing that narrative all the time. [319s] And, you know, they don't innovate, they [320s] don't do this, they don't do that. All [321s] those sort of things "

"Apple down 2.8. Apple had their big event yesterday. They talked a lot about Siri AI. Okay. I mean, with Apple, their big advantage is and has always been the same thing. It's the products that they have. It's the ecosystem that they've built."

"As the market's getting extremely overhyped on everything AI related, semiconductors, chip stocks, memory, there are some really phenomenal companies that are being completely overlooked by the market."

"Well, we have Apple, American Express, Coca-Cola, Bank of America, Google, Chevron in the top positions."

"The ones who panicked missed Amazon, Apple, and Google going from small names to some of the most valuable companies that have ever existed in the world."

"I like personally Google a little bit more than Coca-Cola and much more than Apple, you know."

"Nvidia, Apple, Microsoft, Amazon, the whole AI engine driving this market."

"The top holdings read like the all-star team of technology. Nvidia, Apple, Google, Microsoft, Amazon, Meta, Micron, Broadcom, AMD, and Tesla."

"Now, I'm not saying Apple can't do this, but Apple generated $130 billion last year in free cash flow."

"We want to talk Tesla. We want to talk Apple. We want to talk Microsoft. We want to talk Google. We want to talk Meta. We want to talk Amazon. We want to talk Nvidia. We want to talk AMD. I'll show you every stock."

"maybe with Apple"

"Companies like Qualcomm, Apple, ARM, AMD, and even Intel have been dominating different corners of the edge computing market for decades."

"2009 Burlington purchase, then slowly accumulating cash, accumulating Apple, stable cash position."

"Whether it's Microsoft, whether it's MEA, whether it's Apple, how you going to monetize AI?"

"Amazon, um, Microsoft and Apple are your your household name individual stocks"

"Apple or Google, Google's job is to create earnings per share worth of value. Okay?"

"It seems like it has really [22s] become how exciting can we make the [25s] story around this stock and then the [27s] stock will just shoot up like 100 to [30s] 500%."

"Apple, Microsoft, Amazon, Nvidia, [142s] and Google alone make up 25%."