$Apple(AAPL)$ AAPL was about to push toward $350 and higher when another timed hit piece showed up. This time the circular excuse is margins again, after the usual rotation through China and chips. As usual, that probably means less than nothing since AAPL is still set to deliver strong sales and earnings in January regardless of where the price sits.
$Apple(AAPL)$ AAPL is the leading company with a huge market cap, huge revenue, and huge profit. The recent red is temporary and short term. I'm buying more to hold long term. I think AAPL could appreciate significantly by the end of the year.
$Apple(AAPL)$ Ignore the noise. Intel has dropped below $70. Nasdaq is deep in the red and it's going to be rough across the board. Apple is giving back its recent gains, plus some more. Amazon is down big. It looks like an ugly day, but hopefully in January the price of AAPL fully recovers and we head toward $400.
When a range bound market grinds on for months and basically wears you down, that isn't the moment to fold. The better move is to stick with your convictions and stay patient while the bears get squeezed. This correction, or whatever has been happening under the surface, should resolve to the upside by mid-November. By Q1 this whole stretch will probably feel like a distant memory. $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $Micron Technology(MU)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$
$Apple(AAPL)$ Companies outside of AI capex are staying pretty calm right now. But realistically, there's only a small chance that all those big firms pouring into AI capex are completely wrong. Patience is probably warranted here.
$Netlist, Inc.(NLST)$ Stopped by the Apple Store to check out the $Apple(AAPL)$ iPhone duo, haha. Also keeping an eye on Netlist and whether it can make a run toward $7.
$Apple(AAPL)$ Apple staying conservative on AI capital spending doesn't look like weakness to me, it looks like strategy. Instead of burning billions chasing hype, Apple is letting the AI arms race play out, watching which platforms actually deliver durable value, and then positioning itself to integrate or partner once the winners emerge. Same logic as outsourcing a vehicle fleet: skip the upfront cost, skip the maintenance burden, and use proven solutions once the market sorts itself out. Apple's strength has always been disciplined timing rather than reckless speed, and in AI, that discipline could end up being its biggest competitive advantage.