Meet KevinPublished 2026-10-01
“Apple's Next Device.”
$AAPLBullish
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.
What they said to watch for