$Apple(AAPL)$ Industry analyst reports suggest the expected foldable iPhone Ultra could sell out right at launch, possibly limited to a US-only initial release at $2,000 to $2,500.
$Apple(AAPL)$ Rothschild Redburn upgraded Apple to Buy with a $400.00 price target, pointing to AI and iPhone growth. They see Apple Intelligence optionality and stronger iPhone growth supporting continued upside.
$GoPro(GPRO)$ Being acquired by $Meta Platforms, Inc.(META)$ or $Apple(AAPL)$ would actually make a lot of sense. All that content would instantly put the acquirer into the sports-action world for ash-tray change. Turning GoPro footage into Apple TV or Meta short films would cost almost nothing.
$Apple(AAPL)$ I remember when analysts were calling for an imminent downfall of AAPL after it canceled plans for an EV to compete with Tesla. They also said no one would buy the iPad. These people don't seem to understand the stock, the customer base, or the product lineup.
$Apple(AAPL)$ Pairing this with $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ feels like a solid setup. I'm holding both long and not really worried at all. I think SOXL starts an upward spiral soon — like it's going to fly. DOGE as well. Not financial advice, just my opinion.
$Amazon.com(AMZN)$ Amazon's autonomous driving bet seems to be getting closer to real-world commercialization. Zoox, the self-driving unit under Amazon, is about to start its first paid robotaxi rides in Las Vegas soon. That's a pretty significant milestone, moving from testing into an actual revenue-generating service. The autonomous mobility space is clearly heating up, and Amazon is now directly competing in the future of transportation. The real question is how quickly Zoox can scale from a pilot program into a meaningful business.
$Amazon.com(AMZN)$ This was the only stock on my watchlist that ended in the red while the market went crazy. Feels like it should be rocketing toward 300.
$Apple(AAPL)$ I expect Apple to recover from this panic selloff pretty quickly. My target of 400 by summer 2027, or roughly within a year, still stands.