How Meet Kevin’s view on $AAPL changed

Channel profile →This channel has 4 credited speakers: Adam Jonas, Goldman Sachs, Mark Mahaney, Wells Fargo15 entries
2026-10-01Bullish
“Apple's Next Device.”
Apple's smart home and subscription strategy drives high-margin recurring revenue; stock is undervalued at $337 vs estimated fair value of $495-$500.

Apple is finally preparing to enter its next big category: the smart home. As you know, there's a lot of talk about the "Duo" device potentially being one way for them to expand their smart home product lineup.

I think if Apple can offer a more plug-and-play product in this direction, it will be a game-changer for them to attract people to spend more on their devices.

2026-09-17Bullish
“THIS Stock is about to 2x!”
AAPL has strong upside potential driven by new server business and iPhone Duo, likely exceeding current growth estimates.

Two reasons Apple stock is set to rip. One, they're now in talks to get into servers to use their own chips and essentially compete with Nvidia using Nvidia's networking hardware in Apple servers.

But anyway, we got to talk about that and what that could do to the price of Apple stock. Second, we got to talk about the Apple iPhone Duo. then we're also going to look at why a portion of Apple's business that is suffering makes the Apple Duo so primed right now for Apple stock.

2026-09-11Bullish
Subscribe or start a trial to unlock this step
2026-09-10
Subscribe or start a trial to unlock this step
2026-09-10Bullish
Subscribe or start a trial to unlock this step
2026-09-09Bullish
Subscribe or start a trial to unlock this step
2026-09-09Bullish
Subscribe or start a trial to unlock this step
2026-09-09Bullish
Subscribe or start a trial to unlock this step
2026-09-04
Subscribe or start a trial to unlock this step
2026-09-04
Subscribe or start a trial to unlock this step
2026-09-01Bullish
Subscribe or start a trial to unlock this step
2026-08-31
Subscribe or start a trial to unlock this step
2026-08-31
Subscribe or start a trial to unlock this step
2026-08-24Bearish
Subscribe or start a trial to unlock this step
2026-08-24Bearish
Subscribe or start a trial to unlock this step
13 earlier entries need a subscription
The latest 2 are free to read. Earlier entries keep their date and direction; the text unlocks with a subscription.
Subscribe · 30-day full trial