AAPL

"هو العام الذي بدأت فيه بيركشاير ببيع أسهم آبل. عندما قرر وارن بافيت: "حسنًا، أصبحت أسهم آبل الآن محفوفة بالمخاطر."

"هذه أفضل من آبل وستاربكس."

"ومايكروسوفت، وآبل"

"এসঅ্যান্ডপি ৫০০, এনভিডিয়া, টেসলা, অ্যাপল, ইউরো এবং ইয়েন —সবই সেখানে ট্রেড হচ্ছে।"

"as for cash capex and contracts with more cash than Apple or Nvidia what is the minimum cash level and what is long run capital intensity"

"SpaceX up 1, Microsoft another 2, Apple up 2.5."

"Apple, I think the duo is going to sell out like crazy."

"It didn't become a multi-t trillion dollar market cap because Apple bought back $800 billion of shares."

"Like under Tim Cook's realm at Apple, right? Company spent over $800 billion on share buybacks."

"অ্যাপলের মতো একটি অবস্থান হতে পারে। অ্যাপল এমন একটি কোম্পানি যার পিই রেশিও ৩০।"

"The other one is the Apple. Apple, I think you guys know me on Apple. Uh it's been surprising to me, but I'm still putting it in the avoid category. Apple is the last stock I would buy in the stock market."

"The same way you're on WeChat or you're even on Apple and you're messaging with someone, you could send them money."

"أبل"

"إذا كان هذا السهم لديه القدرة على منحك عائدًا بنسبة 68000%كما فعلتُ في شركة آبل على مر السنين، فإن الخطوة الصحيحة كلفتك ثروة طائلة على المدى الطويل."

"তিনি অ্যাপল, এনভিডিয়া বা সান ফ্রান্সিসকোর কোনো জমকালো এআই স্টার্টআপে যাননি।"

"I'm not going to say that I'm a big fan of the new look of the iPhone 15 Pro and Pro Max."

"But the reason for that is because they lost Apple as a customer. Apple is going to make their own chips and that's a major hit on the handset revenues."

"it could be the meta smart glasses, the Apple smartwatch or a smartwatch in general"

"it's it's up there with Steve Jobs and what Steve Jobs pulled off when he came back to Apple. When Steve Jobs came back to Apple, late '9s, Apple was a mess, confused with their products."

"simply because they feel they have to do so except Apple."

"تذكير فقط بأننا سنتحدث عن شركة آبل، الشركة العملاقة التي تبلغ قيمتها مليارات الدولارات، وليس عن التفاحة نفسها."

"التي درّت أرباحًا طائلة لمستثمري آبل. اليوم هو أول يوم نتناول فيه أسهم آبل"

"سبب تناولنا لأسهم آبل هو طلب مشتركينا المميزين."

"بدون آيفون، ستُهزم آبل شر هزيمة."

"الناس سيدفعون أي ثمن تطلبه آبل لأنها تمتلك أغلى علامة تجارية في العالم."

"ربما تحتاج آبل إلى الاقتداء بهذه الاستراتيجية."

"لم تُعتبر شركة آبل تقليديًا من الشركات الرائدة في مجال الذكاء الاصطناعي، لكن هذا قد يتغير."

"أشكك في قدرة الشركة على استهداف الأسواق الناشئة والواعدة، خاصةً مع الأسعار الحالية."

"لقد تجاوزت Apple الآن 1.5 مليار اشتراك على قاعدة مستخدمين تبلغ حوالي 2.5 مليار جهاز."

"تبذل آبل جهودًا حثيثة هناك. فبحسب بلومبيرغ، زادت آبل إنتاج آيفون في الهند بنحو 53% العام الماضي"

"هذه هي الدول التي ستُحقق نموًا قويًا لعلامات تجارية مثل آبل."

"Take a company like Apple as an example. Apple is a mature business that's trying to grow revenue, generate profits, and return them to shareholders via dividends and buybacks. So, Apple is very clearly in phase four, the capital return phase."

"the price target of Apple"

"Thus, I simply don't invest in Apple."

"We go to Apple. We have the earnings."

"Listen, with a company like Apple, proven CEO got a stable business model now at this point in time, right? This was now a company you could bet on because you can say this isn't going to be the only time they innovate. They're going to come out with other gamechanging products. They got this guy Steve Jobsy in the company. He's proven several times to come out with innovative products that will take off and start selling like crazy, right?"

"So, under my under my numbers, Apple's not a very attractive stock to buy. It's not a bad stock. It's just there's much better opportunities in the market in my opinion over the next four or five years than something like an Apple, right?"

"Apple, right? Apple a great growth company over the past 20 to 25 years. No debate, right? So, if we think about you were an investor of this company over kind of this 20-year span here, right? Think about it like Steve Jobs comes back to Apple in the late 90s, stabilizes a balance sheet."

"The way look at Apple today very very different than like Apple throughout this era. Listen, if you want to think about investing in a company like Apple nowadays, right, it's more of a value stock."

"where they love Apple because Apple's doing buybacks, but no, we punish Amazon for investing for the long term."

"But number three is Apple. And you guys know my thoughts. Favorite company of all time. Really love Apple. Really love everything they're doing."

"Which phase of the business growth cycle is Apple in? Figure that out. You need to ask three questions. First, is revenue growing? The answer there is yes. Revenue grew 6% over the last 12 months to 467 billion. Question number two is, is the company profitable? Well, Apple is an asset light business, which means the best profit metric to use is operating profit and that figure was 155 billion over the last 12 months. Final question is, is the company returning capital to sharehold? The answer t"

"Why not my personal favorite, Apple? ... why would I not buy that today? Why would that not be the stock that I include in this? And the answer is pretty easy. It's at an almost $5 trillion valuation. So even getting a double up is $10 trillion. And I'm sorry uh you know there's a lot of stocks in the stock market that are going to double up before Apple is going to double up."

"Can you imagine Apple hyping up, oh, look at this, touchscreen, touch, every single week something else, every single week a new big marketing push because there is a new software update for iOS."

"إذا ارتفعت الأسعار، كيف ستتعامل شركات مثل أبل وميتا وجوجل ومايكروسوفت؟ ستكون بخير. ستكون بخير تمامًا. لماذا؟"

"أبل"

"وآبل"

"The reason why handset revenues are declining is because Apple dropped them as a customer or as a supplier and Apple will be designing their own chips."

"Apple is up 2.4%. I guess the market does like a $2,000 foldable phone."

"آبل، لا تزال علامة استفهام كبيرة حول سبب حصولها على هذا التقييم العالي؟ لأن الإيرادات لكل موظف كانت مستقرة بشكل أساسي على مدى السنوات الخمس الماضية تقريباً."

"بالمناسبة، أبل، نعم، كل شيء رائع، لكن لديها أيضاً نسبة مكرر ربحية تبلغ 36. وربما قصة أخرى مثيرة للاهتمام، لقد قمت بتحليل أبل في مارس 2016"

"ومع ذلك، فهم ليسوا أبل. مهما حاولوا جاهدين أن يكونوا كذلك، فهم ليسوا كذلك."

"It also leans on Apple and Google, who can change the rules on it anytime."

"The interesting part is that Apple's been trying to test this for the China market. iPhones and Macs."

"Whereas back in 2022, the company's stock was only about 21 times earning making it very cheap."

"I don't think it makes sense to pay a high premium to own this stock. So, while I think Apple is very clearly a high quality business, I wouldn't be interested in buying Apple stock on its own until it got into the cheap level, which would be about $240 per share as of the end of 2026."

"take a company like Apple, a former Buffett holding, through this checklist"

"is Apple in the capital return phase?"

"cash cow businesses like Apple, Nvidia, and Costco live."

"If we look at Apple, a great stock, has done well. Warren Buffett has also been selling, but you're not looking at investing from a stock market perspective."

"أعتقد أنهم سيكونون مرشحاً ذكياً للاستحواذ بالنسبة لبعض الشركات، حتى الشركات الكبرى مثل أبل أو ما شابه ذلك. يمكنهم ببساطة شراء الشركة؛ أعني أن أبل كبيرة جداً لدرجة أنها تستطيع شراءهم ودمجهم مباشرة في أعمالهم."

"Here you can see all of the holdings within QMVP, with the top ones being Microsoft, Apple, Amazon, Broadcom, Nvidia, Google, and Meta."

"Apple is moving away to design their own chips, and Qualcomm is going to lose all of the Apple revenue."

"There's no Apple."

"فرص كسب عملاء محتملين، حيث يُشاع أن آبل من بين عملاء التصنيع؛"

"فعلى سبيل المثال، ستكون شركة آبل عميلًا خارجيًا بارزًا يُعزز من قيمة تقنية المصنع، ويدعم أهداف الحكومة الأمريكية في تقليل اعتمادها على شركات تصنيع أشباه الموصلات التايوانية، وحتى الكميات المحدودة من آبل ستُدرّ إيرادات مجزية لشركة إنتل."

"Apple, I would put it in the avoid category."

"When the US government or a company like Apple or Amazon needs money, it says, "Lend me money today and I will pay you interest and then pay you back in full later.""

"You wouldn't know to not buy Tesla at 400 and instead buy Apple at 115."

"in 2021, I was busy buying Apple instead of Tesla."

"and I avoided buying Apple."

"Some years, I buy a ton of Apple, for example, even though I don't need another share of Apple and I never will. I own way too much as it is. But sometimes I get an opportunity to buy it at like, I don't know, 115 or so because everyone wanted to buy Tesla at over $400 in 2021. So, in 2021, I was busy buying Apple instead of Tesla."

"Like I said, outside of Apple and a few other things, it was crazy overvalue time."

"David Ter, the guy who runs Apple, expanded his bet to 5 million shares worth $1.2 billion."

"So many people made life-changing money off of Apple."

"You can take bites of the apple, okay?"

"I'm going to go with Apple and AMD."

"he had to give everything to Apple to change that now where he's more of a relative operating investor than an absolute value investor."

"the apples, the Coca-Cas, the American Expresses, things like that. Yes, that can happen."

"Apple is crazy at a P ratio of 3040, things like that."

"In that case, that was the metaverse. Plus, there was that fear of an Apple iOS privacy setting changing that could impact a meta. But it did happen, right?"

"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"

"يمكنك أن ترى مباشرة أن أفضل أداء كان لشركة أبل. أبل ارتفعت 24%هذا العام"

"وأبل بنسبة 14%"

"أبل مقومة بأعلى من قيمتها، نعم"

"أبل"

"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."

"من الواضح أن أكبر مركز في محفظة "بيركشاير" هو "أبل"، وهو استثمار قمت به أنت، لكنك وصفتها في ذلك الوقت بأنها شركة استهلاكية."

"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,"

"أبل"

"ম্যাগনিফিসেন্ট ৭, অ্যাপল, অ্যামাজন, মেটা, গুগল, এনভিডিয়া, মাইক্রোসফট, টেসলা।"

"এই মুহূর্তে মেটা, গুগল, মাইক্রোসফট, এনভিডিয়া, অ্যামাজন, অ্যাপল—এই কোম্পানিগুলো সবাই খুব ভালো প্রবৃদ্ধি করছে।"

"মেটা ও মাইক্রোসফট ২৩, গুগল ২৭, অ্যামাজন ২৯, এনভিডিয়া ৩১, অ্যাপল ৩৮ এবং টেসলার পিই রেশিও অবাস্তব ৩৭১।"

"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."

"You can go on to YouTube Premium. You can go on to Apple Music. You can go on to a dozen other streaming services and stream music."

"Meta, Google, Nvidia, Apple, Microsoft, all the big tech companies, all the NASDAQ leaders, all the AI winners, plus even software companies."

"For example, years ago, I thought one of the best stocks in the market was Apple, and that one went really well. I I made around $35,000 on the stock, which was a lot of money based on the size of my portfolio at the time."