The Compound on $AAPL (Nov 3, 2026)

Apple What is your opinion on the earnings report? What do you think? I think they were good, but very Not very extraordinary. And I think the stock The response was quite mature.

I Not sure who Apple is this quarter They were buying, they were relying on this quarter's income He was doing it on the basis of. I think those who buy Apple The purpose is different.

They are looking for income stability, no Not a specific growth margin. And I think they're willing to take this bet. Under John Turnas, Apple developed its products Will keep up with the recent momentum.

And I don't think they were like that last night. Heard something that would change their decision.

Let's look at the numbers. I think Apple stock is up 5% or so. It went down nearby. First of all, it's just Closed down 2%. This is a great result. Was. I mean, the stock market The reaction is, who cares?

This is it. Dude, it was at 300 a few months ago. Yes, no, this is a good one. It gave back a lot, and I think That was a mature response.

So, two things are putting pressure on it. Again, the pressure or whatever, has decreased by 2%, but Revenue growth from services is slowing. Now, again, this is a huge number, but However, the market generally doesn't like it, And they will definitely be the next chart.

Don't like it. Gross margin is decreasing And their estimates are also going down. They A lot of talk about memory requirements in calls said, and how they are handling it because Prices are rising and staying high.

Okay. This is good news. When they are fourth in the first half of next year Quarterly and then first quarter When they report, they will already To cope with this skyrocketing cost of memory Will take.

And while it's certainly not a good thing, the cost The comparative situation is the same as before. It won't be bad.

The problem according to your point is, which It is normal for them to go to the next level. This push will be an obstacle to sales, which If not, they could have. Oh, like they're new MacBooks with touchscreens.

Announced. Yes, but This is $900 more than before, who's buying? Are these nonsense things? I don't know people at all. Do you want to buy it? So this is a record for their iPhone.

It was marginal. So they can handle it. But consumers can't bear this extra price. They have managed to do it, but how far can they go? Can you increase it?

Right. And I think that's what's holding Apple back. But look, we're Apple's I was on the right track. We are a show. I did. No. You, I didn't. You were. Okay. On this show, we do an entire episode I did a piece titled Why Apple 400 is going to, and as we were talking The stock was 310, 312.

And I went back to that I saw the part. And everything we said Those are what happened. It was a transition to new management. , More focus on products, hardware Return to innovation, and increased costs of materials What many people think about coping To be in a better position.

Apple is actually completely different beyond that. If you are a big growth manager and You are no longer associated with Google or Meta. Don't want it, but it's equivalent to yours.

Replace it with something of market cap. It is necessary to do. What can you buy? Where else will you go? ? Nvidia is one of the biggest.

Is it just Apple? Yes, it's Apple.

We mentioned that Apple closed at its highest level today.

Thank goodness Apple isn't in this game, because Investors are still calm about Apple , but brother, this is a big deal and even Apple is also under pressure. We already I mentioned that the memory consumption is surprisingly Growing.

The Wall Street Journal reported that Apple to launch 25 million flash storage devices this year billion dollars, up from 6 billion a year ago. Could have been bought for billions of dollars.

Yes. It has increased from 6 billion for the same thing. It's $25 billion. Tim Cook Memory Do you know what the increased price of chips is called? He compared it to the terrible flood of 100 years. Compared.

So Something better than Yahoo Finance on this subject Information found. Maybe it's time to sell now because everyone Now they say this is the hedge.

This is a problem for Apple. Turning it into a hedge. So, what are you doing here? What you're seeing is the growth rate of Apple stock. , while SOX, which is Philly Semiconductor Index, 2% or more Decreased.

And this is according to the year. So, this is Account for each year. And this year 65% of the time when If the SOX falls 2% or more, then Apple There was more. What does this tell you?

It's literal. In a sense, that's what we said would happen. Apple is a big anti-AI giant. Cap Tech Trade.

Apple's CapEx is almost on the charts It's not showing. It's so small. So, this is the capex for the last four quarters. I think the difference in the last four quarters . Apple's increase is 10 billion.