AAPL - Apple Inc.

Apple is not spending as aggressively; margins remain good; market is rewarding it. Watch for AI strategy without heavy spending.

No view on earnings, will monitor but no position or opinion

Has pricing power due to strong ecosystem and high gross margins, making it inflation-proof.

Apple is indestructible, safe, and has performed well under Tim Cook despite missteps; long-term hold

Great company but overvalued. Middle intrinsic value $230 vs current $317, implying only 5% annual return. Host suggests waiting for a better price.

Ebro is mentioned as having a low average cost basis in Apple, and the hosts encourage investing in Apple as a core holding.

Acting as safe haven, up 4%, breaking above trend line. Key resistance at $330 to monitor. Not an explicit buy but bullish bias.

Apple is part of the Magnificent Seven which makes up 33% of the S&P 500. A selloff in these seven stocks would hit all index funds, including Apple.

Hit all-time high but missing AI race; potential partnership with SpaceX could be positive

Apple mentioned in context of Broadcom partnership and Pixel comparison. No strong opinion.