Meet Kevin on $AAPL (Nov 5, 2026)
Despite Apple's $7 billion bond raise, its first in more than a year, amid a worsening financial situation and harder fundraising—which he calls Apple joining the recession—and Siri getting worse, the speaker owns Apple and sees it as a great value deal.
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Apple has also fallen victim to this bad situation. I'm not kidding. Apple has also joined the group this fall. Their first bond collection in over a year. Apple is realizing that the situation is getting worse and raising funds is becoming difficult, just as Meta warned two weeks ago, "Everyone, we need to raise money fast."
The walls around us are shrinking. We need to raise $96 billion. Apple is now saying, you know what? We will join too. Apple is joining the recession today, raising $7 billion, its first in more than a year.
I'm not exactly sure why. I don't know, maybe they can raise $7 billion to fix Siri , which has somehow gotten worse. It seems like every time they have WWDC, they say, "Guys, now you can have Siri with AI."
It's actually getting worse. But, what is getting worse is the financial situation.
Apple is up 11 points, up 30 percent today, which is a stock we own. We see this as a great value deal.
companies like SpaceX that are raising a trillion dollars , Microsoft, Meta, Apple that are raising money now, Amazon that are raising money
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