Everyone is obsessing over the China miss and the share price reaction. I think they’re looking at the wrong signal.
China is the warning. Services is the growth engine. AI could be the next catalyst, but Apple still has to deliver.
The market rewards future growth, not yesterday’s record revenue.
The real question isn’t whether Apple is still a great company. It’s whether today’s valuation leaves enough room for tomorrow’s growth.
I’d be watching China demand, iPhone supply and Services margins very closely. 🍎
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
