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Now, Josh, we know what Tim Cook did. He built a very powerful operating machine and achieved tremendous success in the supply chain. The iPhone has become a part of our daily lives.

What does John Ternos offer that could actually change Apple's future trajectory?

Listen, I'm extremely excited about this . Here's why. John Ternos is a hardware engineer at heart. So, Tim Cook, despite his great success, is a legendary CEO who has taken this company and achieved tremendous growth in its value for himself, shareholders, and others, but I think this is a step towards a new era for Apple. And that's what's happening.

Would it be fair? To say that Apple's history in Mergers and acquisitions It was extremely uneven From your point of view? I think this is accurate. very. As you know, it was Beats Music acquisition Very good, clearly .

But it's impossible Actually, we are evaluating it because We don't know exactly how much The value he created For the shareholders.

Here we find "cash cow" companies such as Apple, Nvidia and Costco.

Now that we know the complete five-step process, let's take a company like Apple, which was once one of Buffett's stocks, and apply this list and process to it to see when it would be a good buy.

The first question that should be asked is: Are Apple's revenues predictable? Well, if you look at the graph of Apple's long-term revenue, you will see that its revenue has been steadily increasing for two decades.

This makes the company's revenues highly predictable. Therefore, we put a "check" mark on this point. The next question is: At what stage of the business cycle does Apple fall?

Specifically, is it in the capital recovery phase? Well, if we input Apple's data into the tool I designed, it becomes quite clear that it is already in the capital recovery phase.

Since we know that it is in the capital recovery phase, it is safe to conduct a complications analysis on Apple. Now, when I look at Apple, the price-to-earnings ratio is highlighted because the company is working at full capacity to generate profits, and therefore this metric is appropriate.

If we look at Apple, it's a great stock, and it has done very well . Warren Buffett was also selling, but you don't look at investing from a stock market perspective. We look at investment from a business ownership perspective.

Well, Apple's earnings are $127 billion, and we have to adjust for stock-based compensation, which means about $150 billion because they spend that on stock. They could give you dividends worth 115 billion if they distributed all the money.

Then there is the growth aspect. How will this amount of 150 billion grow over time? That is your reward as an owner. That's all . Then compare that to the price-to-earnings ratio.

The dividend yield is 2.7% plus , I don't know what the growth will be, maybe 5% on average, and then that might be your long-term return.

Moving on to Apple, the stock was at 318 this week. They have a new CEO and the stock has remained almost unchanged this week. John Ternos is replacing Tim Cook, and he's talking about the launch of the next iPhones, which I think we'll find out the date of within the next week or two.

Yes, September 9th . So, next week you will have an event at Apple called " Surprise and Shine". Follow those events. Those days are always enjoyable. There are always a few surprises.

It's not usually from a hardware perspective, but you see something from a software perspective. Apple Pay was announced at one of these events, so we'll see if Apple has something up its sleeve.

Of course, in addition to the artificial intelligence in " Siri".

Mac is now releasing these amazing products with a standardized RAM ranging from 256 to 512, which is honestly a positive sign for Apple . This could very well raise its growth rates from the 9% expected on Wall Street to 20%, which is again a positive sign for Apple.

I want there to be a discount on that damn Apple stock because I'm optimistic about Apple. I just think it's a bit expensive at the moment . If I were to pay Apple's prices now, I feel I'd be better off buying cybersecurity stocks at those values.

Well, those foldable phones phones you couldn't open up and watch Apple TV Plus, which I think is kind of And the thing is people are going to buy it. I think that's what people are missing about Apple is people are going to buy this phone.

If you could put the iPhone Fold in your pocket, which obviously you will be able to, man, now you actually have a larger device that you could use hopefully, you know, the uh stylus on.

You said you were excited for September, and that name has an event coming our way next week with Apple and their "Sunrise and Shine" event. I love its title . We might get some new phones, maybe a foldable iPhone .

We also have a new CEO at the helm. So, Tim, how do you view Apple now, as they move into this next phase of growth with John Ternos at the forefront?

Apple and Microsoft have taken radically different approaches to the artificial intelligence boom . Meanwhile , Apple has largely stayed out of this AI boom, while signing some licensing deals with companies such as OpenAI and Alphabet.

So, given these two very different approaches to the AI boom, which of these two companies is the better stock to buy right now? Over the past decade, Apple and Microsoft have done an excellent job of increasing revenue.

Another option you presented to us, not necessarily about buying on the dip , but definitely about buying at a turning point. We will talk about Apple with John Ternos taking over, and also before the " Sunrise and Shine" event where expectations point to the possibility of us getting a foldable iPhone.

So is Apple. So is SpaceX. Tesla calls on the back of that.

Yeah, it is. SpaceX 2, Palunteer, Apple, all having good mornings.

Gman mentioning Apple is about to take off crossing 327. Did anyone take the um Apple long gap fill trade that I talked about a number of days? Is anyone in this because it looks like we're on the march up towards 340.

Apple recorded an impressive 16 % increase in total revenue to $109.4 billion . Furthermore, the management team anticipates another 10% growth in the next quarter, which will end in September.

This is even before the launch of Apple's foldable phone, which is expected to be released perhaps during the upcoming holiday season . Does all of this make Apple stock a good investment opportunity to buy?

Apple benefits from a user base of over 2.5 billion devices worldwide .

stock has been a disaster 7 has been a disaster besides Apple's been pretty good you Apple um went as high as what yesterday went as high as 22 328ish. Um but you've had to be in a rhythm with this because it hasn't been that clean.

You know, you've you've had to actually this gap is way now. So um meaning you know you had to you had to be in here uh sell some strength, buy some back, sell some strength, buy some back. you're not getting like three-day sequences, which is what we like, you know, unfortunately that that's the case and that's the the market we live in.

Apple is overvalued here , and Tesla is seriously overvalued, right? So, these two stocks were eliminated due to valuation , right?

One of the charts that we spoke about last week that Ed Zitron just steamrololled over was Nvidia's earnings, net income over the last 12 months compared to Amazon, uh, compared to Apple.

And I said, "Holy [ __ ] this is remarkable." And he go, "No, it's not. No, it's not. It's not real. It's all the markups." "No, it's not. It's not the markups." We looked at operating earnings.

It's the exact same chart. Operating earnings for Nvidia, what the business is actually generating.

Apple up 4.6%

Speaking of capex and who isn't spending capex? Apple remains the second largest company on Earth purely on the iPhone. You can't make this up. Crazy services and margins. They don't own any frontier models, they don't have any massive dedicated data center infrastructure.

No AI to speak of. They outsource it all. They just make phones and it's the second biggest company in the world.