Apple dropped 3% after the event, just like it usually does. They launched new versions of the iPhone, AirPods, and Apple Watch, but there were no major upgrades, just like it usually does.
What stands out more this time is how far behind they seem on AI. There’s been little progress in integrating generative AI into their products, and their collaborations with other AI companies don’t seem to be moving the needle either.
It really makes me question whether Apple is still worth holding for the long term.
Is $AAPL still a good long term holding?
byu/Some-Arugula-7712 instocks
Posted by Some-Arugula-7712
26 Comments
Imb, intc, Sony, yahoo, eBay, etc…
I keep saying it isn’t. They have no real innovation and they’re slowly but surely losing market share. They may grow but there’s better options.
But they keep fucking going up. So at the end of the day I don’t know and I guess that’s why I’m not Warren Buffett
Yes. Regardless of a lot of online complaining about how apple is not innovating or doing anything, a lot of this is done using the latest iPhone.
The thing about Apple is its sticky. Once you’re in the Apple ecosystem it’s difficult to get out. As far as I’m concerned, they still have time to figure this out, but I agree, they better get moving
Yes, just visit any apple product related sub and you’ll see plenty of people who go out of their way to defend and deflect legit concerns and criticisms against said products. We have people defending 8gb ram on base model MacBooks, defending 60hz on USD1k iPhones, small batteries, even the restriction on side loading apps, regurgitating bs about how 8gb ram on macOS is equivalent to 16gb on Windows. The blind brand loyalty that Apple has built is surreal.
Also, as a third worlder, the Apple branding is strong. I have seen and continue to see young people taking up 24 to 36 month instalment plans to get iPhones, iPads, MacBooks, etc.
So yeah, I’ll continue buying the dip and holding.
Apple’s biggest hurdle was tariffs from the trump administration, they they paid protection money to trump and got that lifted. They won’t grow massively anymore but they have good steady cashflow. What tim cook is good at is stock optimization and pumping the fuck out of it through stock buybacks.
Most apple users aren’t tech savvy enough to realize how much better it could be, and they still have their branding which some people get off from.
Once they absorb these humans they also usually stick to the apple ecosystem.
will those bitches not get a new iphone this year? yes they will
ain’t worried until they will re-introduce the “one more thing” at their events, then it means the yearly fake upgrades are not working anymore
Sure but don’t expect any rapid growth any time soon with how they are going.
They just don’t do that much industry disruptive innovation anymore. I’m out and fine missing any gains. NVDA TSLA MSFT META MSTR PLTR ASML for the next decade plus for me
Just wait till Q4 financial and see all the revenue from iphone and airpods and what not sale. Apple is being apple, not moving fast but steady pace.
AI is overblown. All the companies that end up failing, that money will go back to Apple.
Bruh
Yeah, Apple’s still a solid long-term hold. It’s less of a high-flying growth story now and more of a steady value play, but with their brand loyalty and recurring revenue, they’ll likely keep growing over time.
I have 560 shares…I’m thinking of trimming down to 250. I think there are much better growth opportunities over the next few years.
I’ll probably get downvoted to hell, but I believe Apple has serious problems ahead.
Their entire growth over the past 20 years has essentially been because of one product, the iPod. They nailed it, they got people hooked, they added a phone to it, and the rest is history.
But they haven’t seriously innovated in a long time. They’ve kept their market share in large part to a sticky Apple ecosystem of connected devices, but that only keeps existing customers, it doesn’t create new ones. Apple is already losing market share slowly in the US, and they’re not doing anything to get it back.
People forget that Apple needed Steve Jobs and his cult of personality to get started, and they needed to bring him back to take the next step. I don’t believe Tim Cook has the same ability to view the world as Jobs did, and it continues to hurt their growth prospects.
That being said, serious problems doesn’t mean bad investment. Apple has a history of innovating, even if not recently, and with a dedicated customer base, all they need is one leap in the right direction and they’ll be back on a growth track.
I have personally scaled out of Apple but keep my eye open every day, because I believe there’s a strong bull thesis given the right moves.
Apple is forever going to be valuable because even if they didnt sell they are sitting on stockpiles of cash.
Apple has been floating on hype and is on track to just plummet with this new generation not finding the same value as the gen z boom.
I sold around the time Berkshire sold. They’re going to continue being profitable but I felt my money could be put to better use elsewhere. I missed out on some solid gains but feel reasonably comfortable with my long-term decision.
Apple is the only one making their own AI chips and not relying on NVDA.
Scamsung is dead set on keeping the status quo and losing market share to Apple, Pixels also a massive disappointment so I’d say Apple still has some time to get their shit together. I’d keep a close eye on consumer health and the narrative that’s driving Apple. Nothing in that event screamed “super cycle” to me and traders are figuring that out. They really need some new flashy product like the Vision pro or some AI product that’s more mainstream and tempting for their user base. We need better than usual Apple performance if it wants to back it’s current multiples IMO.
If you are going to hold 5+ years then yes. If you are uneasy and that’s too long then forget it and dump it.
To be fair, Apple is often a late mover. Look at how much these companies are dumping into capex for AI. I don’t blame them for waiting and seeing.
I think the area where they are sorely lacking is hardware. All the new Pixels and Samsungs are objectively better.
Everyone’s hating on Apple. But didn’t they just have double digit growth in their last earnings report? Apple is a tech titan still and the Apple ecosystem is so sticky.
Apple isn’t like the other tech giants which have cloud infrastructure and are benefiting from this huge AI spending.
I do think Apple should improve their AI offerings like making Siri better. But people are doing bad comparisons imo. They’re comparing the big 3 hyperscalers to Apple which doesn’t even play in this realm. So of course they won’t get this huge boom that those 3 are getting.
Apple has to create a super cycle for their iPhones to really supercharge their growth. Or create new products to really boost growth again.
Yes just buy the index
I buy and expecting to hold for 20+ years. So yes.