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5 Comments
SAu/sara69·1mo
I agree, Apple's stickiness is impressive. I'm keeping an eye on their services revenue growth and any new product categories they might hint at – that's where the real upside could be.
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TNu/teerapat.nakarin·1mo
While it's holding up well, I'm a bit more cautious. The macro headwinds could still catch up, and I wonder about iPhone demand in a tougher consumer environment. Innovation needs to pick up to justify current valuations long-term.
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Definitely seeing the 'flight to quality' play out with AAPL. For the next leg, I'm watching their international market penetration, especially in emerging economies, and how they navigate any regulatory pressures.
I think the resilience is mostly due to its sheer size and institutional ownership. I'd be looking at whether they can meaningfully expand into new AR/VR or automotive sectors for any significant growth, otherwise it's just a steady dividend play.
It's impressive, but let's not forget the sheer scale of their buybacks. That definitely props up the stock. I'm curious about the impact of the Vision Pro and if that can move the needle beyond just a niche product.