Apple brought forward so much demand, how many iphone and tablets do you need to buy in 2023?
Corporates are pretty much done with buying new iPhone for employees as a benefit, they will prioritize pay increases and cash flow instead! Western consumers have taken a huge hit on their disposable income, I cannot see them lining up for an incremental phone when their 3 year old phone is frankly more then good enough.
Apple is about to break its' 2009 trend line, and start afresh! For Apple to recapture its growth perspective, it needs to be the NEW Apple, or Apple after the iPhone, and I think it will do exactly that! Apple will be an amazing purchase as I am big believer in its product line up, as I am an ALL in Apple consumer.
Apple and Microsoft has some of the higher multiple for the top 5 tech stocks. In 2000, the 5 tech stocks represented nearly 20% of the S&P, by 2003, they were down to only 5%. In 2021, FAANG represented nearly 25% of the S&P, where will they end up? I would probably say around 5-10%....
Corporates are pretty much done with buying new iPhone for employees as a benefit, they will prioritize pay increases and cash flow instead! Western consumers have taken a huge hit on their disposable income, I cannot see them lining up for an incremental phone when their 3 year old phone is frankly more then good enough.
Apple is about to break its' 2009 trend line, and start afresh! For Apple to recapture its growth perspective, it needs to be the NEW Apple, or Apple after the iPhone, and I think it will do exactly that! Apple will be an amazing purchase as I am big believer in its product line up, as I am an ALL in Apple consumer.
Apple and Microsoft has some of the higher multiple for the top 5 tech stocks. In 2000, the 5 tech stocks represented nearly 20% of the S&P, by 2003, they were down to only 5%. In 2021, FAANG represented nearly 25% of the S&P, where will they end up? I would probably say around 5-10%....
Discord trading community
discord.gg/yTuNJt2p78
Trading Ideas and Blogs
medium.com/@macro-traders-strategies
discord.gg/yTuNJt2p78
Trading Ideas and Blogs
medium.com/@macro-traders-strategies
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Discord trading community
discord.gg/yTuNJt2p78
Trading Ideas and Blogs
medium.com/@macro-traders-strategies
discord.gg/yTuNJt2p78
Trading Ideas and Blogs
medium.com/@macro-traders-strategies
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.