Bull / Bear meter
Re-underwriting AAPL from the filings (DD)
Apple Inc. (AAPL) Quarterly check-in on a quality name. Here is what the balance-sheet checklist looked at. WHAT THEY DO Apple Inc. THE SETUP AAPL trades at $336.13. Performance: +6.1% over a month, +35.2% over six, +…
AAPL insider selling: routine or a tell? (DD)
Apple Inc. (AAPL) What the filings say, straight from EDGAR and the House/Senate disclosure portals. INSIDERS (FORM 4) 0 open-market buys worth $0 vs 8 sells worth $18.2M across 3 filers. • Levinson Arthur D (Director)…
iPhone 17 carried Q3, but services missed — here's why I'm still holding
$AAPL just printed $109.4B revenue (+16% YoY) and $2.02 EPS (+29% YoY) for the June quarter. iPhone revenue was the story: $54.3B, up 22%, on iPhone 17 demand, and Mac grew 29% despite node constraints. The wart: Service…
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[Alphabet Stock Falls as Jeff Dean Exits After 27 Years](https://finance.yahoo.com/technology/ai/articles/alphabet-stock-falls-jeff-dean-182843449.html)
AAPL into earnings — accumulating
Services growth keeps compounding and the buyback is relentless. Adding here before the print.
Careful chasing AAPL up here
Valuation is stretched vs the growth rate. Not shorting, but I'm not adding at these levels.