AAPL

"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%."

"Apple since Apple doesn't really participate in this whole AI story Apple was a little bit green all the rest were red max 2.7%"

"Next up is Apple. Now, this one's maybe it's the second most interesting stock on here in regards to where it's moving on the list. This one fell again. Um, you know, there was a time when it was one two uh forever it seemed like, especially whenever everything was down. That kind of seemed like Apple was the one to buy there. But it continues to fall down despite the fact we have significant changes there."

"Apple"

"These companies in my eyes are not profitable. Great businesses, but perhaps just Apple now is sticking to its guns 100 billion in free cash flows and saying, "Okay, you spend the money, I will use it." Even if they change CEO, we'll see how it goes."

"Apple here still [602s] comfortably the number one of the [604s] portfolio. close 22%"

"The investors who bought Microsoft, Amazon, and Apple in '02 and '03 at the depths of the fear made extraordinary money."

"Let's go ahead and take a look at Apple, Meta, Amazon. Oh my gosh, Apple the slowest of the bunch. 12% revenue growth expected for current year."

"We had Apple hit over 300 today. Okay."

"Original equipment manufacturers HP and Apple that put memory into laptops."

"Original equipment manufacturers HP and Apple that put memory into laptops."

"You still have here Nvidia that was green a little bit, Apple green a little bit."

"If you didn't know, [542s] Apple used Intel's chips in every Mac [544s] from 2006 to 2020 when they switched [547s] over to their own M1 chips made by TSMC [550s] and Intel lost their biggest customer. [553s] So, Apple coming back would be one of [555s] the biggest comebacks in market history."

"They sold [612s] blueprints to Nvidia and AMD, Apple, and [616s] Qualcomm, and they collected royalties [618s] while everyone else fought the actual [620s] chip war."

"Guys, the next one on the list [469s] is Apple. Now, even though Apple looks [471s] like a stretch at this current price, [473s] Apple is an extraordinary business [475s] that's seen growth and its free cash [476s] flow, even though it's freaking huge."

"stock like Nvidia or Apple and you just [6s] sit there."

"And that's what happened with Apple. When Buffett first started buying Apple, it was trading at about a 10 to 15 times PE. Now, I'm not a huge fan of PE multiples, but it is a a measure, right? But recently, that price has been more like 30 times. So, it's got two to three times more expensive. So, he took profits. He sold the great company at a great price tag."

"Well, let's look at the big one, Apple. For years, Apple was Buffett's favorite stock. He called it the best business he knew in the world. But in the last two years, he sold off about 75% of his massive Apple stake."

"He wants to buy like an Apple share. And he said famously about Tim Cook. I gave Tim Cook $35 billion."

"Uh I bought Apple a long long time ago. It fell 40% after that, okay? But, the reality was I was really dumb in the short term. And I And I was actually double dumb, if that's even a thing, because I didn't double down whenever it fell 40%. Nonetheless, that right there is what you got to do. Had to look dumb in the short term to get 55,000 plus percent gain long term on, you know, that stock."

"Apple's still 5% from [326s] all-time highs"

"Let's talk Apple. I mean, you know, they did well on so many metrics. The only soft spot seems to be iPhone sales, but it wasn't really their fault when you think about it. >> iPhone sales to me looks absurd. I think it was their best March quarter ever. So, they did 57 billion in just iPhone revenue and if you put that in context See, she started off trying to create a narrative there and he just immediately blew out of the water with, "Well, no, it was actually it was a, you know, record March"

"Apple's been doing chips for years, that didn't seem to affect any Nvidia, any, you know, uh you know, when they first brought in their own chips, uh you know, you just kind of have to look beyond that type nonsense of zero-sum games, uh you know, winner take all, all that goofy stuff that everybody likes to say, cuz it gets you excited, it gets you all emotional, makes the raises the stakes, per se."

"They have a lot of stocks, but the core holdings for them that they highlighted are Apple, American Express, Coca-Cola, and Moody's. I like all of them except Apple, but the market seems to like Apple very, very much."

"Every Nvidia GPU, every Apple processor, and almost everything in between."

"Apple four,"

"Apple scored four."

"Apple and Meta sit right behind them at four each."

"and Apple comes in at 11.8%"

"Apple at 17.5%"

"Apple at 1.18,"

"Apple comes in at 27%"

"Apple, the consumer hardware ecosystem anchor with an increasingly powerful and high margin services engine."

"Apple takes second at 28.3%."

"If you put $10,000 into Apple at the [2s] start of the smartphone era, you'd have [4s] over half a million dollars today."

"At the start [361s] of this video, I pointed out that Apple [363s] and Nvidia made investors rich by being [366s] the cornerstone companies of the mobile [368s] and AI computing eras."

"The company he [487s] failed to mention there although I agree [489s] they're not ahead by any stretch of the [490s] imagination is Apple. Nobody has more [492s] personal data on individuals than Apple [495s] does [496s] and so it shows you the potential there."

"But in [596s] regards to applying that [597s] application over a large, large scale, [599s] that right there is where companies like [600s] Meta and Google and Apple and others are [601s] going to really dominate in regards to [603s] that."

"Mythos was given to companies like AWS, Apple, Broadcom, Cisco, and CrowdStrike, Google, Microsoft, Nvidia, and Palo Alto Networks."

"Amazon [652s] and Apple enter agreement for Amazon Leo [655s] to provide satellite services for [657s] supported iPhones and Apple Watch [659s] models, allowing users to text emergency [662s] services, message friends and family, [664s] request roadside assistance, and more."

"Netflix, Apple, YouTube."

"Nvidia, Broadcom, Apple, these companies armed with Mythos will define the next era of digital security, while everyone else is effectively defending against tomorrow's attacks with yesterday's tools."

"Apple, Nvidia, AMD, Qualcomm, Meditech."

"for companies like Apple and Nvidia switching away is nearly impossible due to the specialized process technology"

"Apple, Nvidia, AMD, Qualcomm, MediaTek. The company has significant customer concentration, meaning a small number of giant firms account for a large portion of sales."

"All right, let's move on to the next company of Broadcom, where they build the wireless chips inside nearly every single iPhone, AirPod, and Apple Watch on the planet, locked in by a multi-year $15 billion supply agreement that makes them Apple's primary wireless chip supplier."

"988s] from AMD and Nvidia, as well as the rise [991s] of custom ARM-based chips from Apple and [995s] Amazon."

"fabs for Nvidia and AMD, Apple and Google, Tesla"