AAPL's rally looks extreme and illogical to him: a $2,000 foldable phone and a $1200 iPhone 18 won't find enough buyers to matter for the company, so he expects bad news to come out, though he calls it just his opinion.

In other words, those big companies, if you watched the program last week, you know that I featured the big companies, Apple, Microsoft and... let's see, Apple, Microsoft and Nvidia made up 21.5 % of the index.

And if those start to correct, you will experience a bigger drop.

You can see here that the strength in Apple's stock is insane, if you ask me for my opinion. It's a very upward position, but it doesn't seem logical to me because they have a foldable phone for $2,000, and I don't think there are enough buyers for it to make a difference for them.

And $1200 for their iPhone 18 . So, I just think bad news will come out, but that's just my opinion.