Creator sentiment
15 creators · 15 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
- +Apple breaking through 350 is a milestone and really impressive.
- +Higher memory costs let Apple raise product prices, boosting total revenue and profit even if margins dip slightly.
- +Overall revenue growth accelerated to 12% year-over-year from the prior 4-6% pace, helped by AI and memory-driven price increases.
- +Mac sales are up 24% year-over-year as more units sell due to local AI workloads.
- +Apple had a massive 6% move yesterday and is up another 1.2% pre-market, showing strong momentum.
- +Apple is part of the big tech rotation that will receive funds as semis sell off.
- +Investors are buying Apple for earnings stability rather than any single quarter's growth.
- +Product momentum under John Ternus and a data center hedge within XLK.
The bear case
- −Thinks Apple's valuation doesn't make any sense.
- −Sees Apple's outperformance as a sign the market is abandoning the AI trade rather than a fundamental endorsement.
- −Too expensive at 34x earnings; not paying high 20s.
- −Growth uncertain; people are sick of the iPhone and new modalities could compete.
- −Seems like a backward technology company, especially in AI.
- −Stock was already up over 20% year-to-date and trading at a forward P/E above 34, making valuation rich going into earnings.
- −A discounted cash flow model estimates the business is worth about $204 per share versus a market price of roughly $338.
- −Despite excellent operating performance, the stock remains overvalued and he would wait for a better entry price.
What StockTubers recently said
📹 Apple Stock After Earnings: Is the Memory Squeeze a Buying Chance?
The selloff is about gross margin compression from memory costs, not weak demand, since iPhone sales jumped 17% and guidance points to a record holiday quarter. · Valuation looks fair: forward P/E around 36 and the average analyst price target of ~$331 is basically where the stock trades. · The stock could climb steadily if memory prices level off and iPhone Duo supply catches up, letting margins bounce back. · Risks include a longer-than-expected memory squeeze, slowing services growth, and AI cloud costs weighing on margins.
📹 The Historic Stock Market REBOUND.
Apple breaking through 350 is a milestone and really impressive.
📹 Stock Market Crash Is Almost Over! (Here's Why)
He recalls buying Apple at 13-14x earnings in 2018 and selling too early, calling himself an idiot.
