AAPL and Apple

Your view is based on your knowledge of Apple’s past practices. However, SJ has indicated early in his return that he wanted to build up cash for possible restarting-up (like big failures in current products and then spend big in R&D of a new industry) or a huge acquisition (early speculation is Apple wants to buy DIS - proven false. What about a car manufacturer?) Btw, when SJ return, his intention is to disrupt the transportation industry (not just car) some day.

Your view is based on your knowledge of Apple’s past practices. => Based on many big companies (not only apple) practices. What’s up was the biggest one Facebook took over (IIRC)!

Big companies will inherently have lot of inefficiencies, two big companies will struggle to manage such inefficiencies with uncertainty on economies then and there.

There were few such take overs (MCI-worldcom, OXY)…etc everything went into disaster path. It is rare to survive such take overs. Even AT&T struggles to get back growth path, they started selling some units.

Apple, being prudent in financials, will not lead such take overs. Let us see next 4 years (before 2025), big 10B+ take overs will not happen with Apple.

Above all, apple can not even match run with TSLA, even if they roll out first car in 2025, for next 10 years.

You may have to eat crow in 10 years. I don’t like to make early judgement especially based on past experience (usually elder people are fossilized by past experience hence make them hard to see changes even hidden at plain sight) and make assessment based on past practices (there is no such thing as won’t happen). There is always exception! There is always disruption to the disruptor. There is always the first time. Elon Musk is not as arrogant as he appears to be, he is monitoring closely what Apple is doing.

OTOH, Apple did the impossible with SJ in charge. Let’s see what TC can do :slight_smile:

1 Like

@Jil

My thinking is Apple Car is not a car only is just like iPhone which is not a phone only and Apple Watch which is not a watch only. I have :man_shrugging:t3: how it looks like and what other jaw dropping features Apple will put in.

You love Apple products blindly and you do not understand the issues related to it (Car project).

Apple products survive on two counts i.e., Good software and long battery life. They completely lack innovation (as apple always copies well established functionalities introduced by Samsung already). If Samsung or google makes a reliable phone (means long life battery), iPhone market will be down completely.

Again, this is very high capital intensive project with low margin (unlike apple phones, computers, software).

Apple can make a car, with huge cash reserve, but it will not fly like the way Tesla is blown now. If they take over big companies (5B+), they will struggle more and even go to break point.

Where as Tesla is a different game, almost 15 years of research and innovative technology. Even though Apple has good battery life, they have to assemble similar one to match Tesla. Apple have to supersede all the last 15 years of Tesla’s experiments (with huge cash reserve) and make a smart product equal to or better than Tesla which I really doubt.

Watch Market will hype Apple with car projects and then drop the value from a peak !

You have to make EWT for AAPL now.

No need to understand the issues at all. I’m not that smart. The leadership and management are there to resolve any issues related to the project. Remember I told you, I only believe in people. The reason is I am not that smart or knowledgeable to understand or identify any issues.

I am tired of responding to this type of misunderstanding. I have explained in great depth to a dragon trapped in a7x7 square. You can refer to those posts if you want to know.

Have to agree with you. Apple can’t make a phone better than Nokia or an email gadget better than Blackberry. Apple also can’t make a watch better those Swiss watch makers. So, what should Apple do, allow me to cut-n-paste the original post,

1 Like

Same response:

Watch Market will hype Apple with car projects and then drop the value from a peak !
You have to make EWT for AAPL now.

Any way, does not matter to you !!

All these are short term fluctuations wrt to a buy n hold (hopefully never sell) investors. Recall I told you Apple made quite a few 50%+ (1 or 2 90%+) declines during my course of holding yet I didn’t bother to long protective puts or sell any - do nothing. So what is the purpose of doing an EWT analysis?

:+1:

1 Like

Just want to see how is your heartbeat ! :rofl: :rofl: :rofl:

Power of buy n hold is hard to fathom! even for Cathie Wood of Ark who like to brag about her incredible 5 year return. My 20 years of doing nothing with AAPL purchase is better than her active management…

Every $1000 invested is now worth $583,000 :slight_smile: collecting $3620 dividends this year with 10-15% annual dividend growth rate.

Frankly, I would be very surprised if Apple Car is just an EV. In that case, I share your sentiments that may be is time to sell AAPL. A frontal attack is usually suicidal, very low chance of success.

2 Likes
1 Like

AAPL has some steam to go. The earliest price for a deep pull back is $140 (assuming is I.5.v) and should not start later than $155 (assuming is I.5.v). If I.5.v is in fact wave i then bull market would last a lot longer. Also need to monitor whether TSLA continues to rollover or manage to clear above $695 (recent ATH). If TSLA continues to rollover coming week, definitely start closing all trading position, by the time AAPL rollover would be too late.

1 Like

Okay, This is what exactly we forecasted ($140 lowest and $155 highest) next 30 days based on technical. But, both AAPL and TSLA will come down when market turns down (Naturally they are in top).

Apple analyst Ming-Chi Kuo… Kuo’s recent research note (via MacRumors) says that Apple car will likely be launched in the period from 2025 to 2027, and possibly even later.

1 Like

Market down today.

Screen Shot 2020-12-28 at 1.35.09 PM

Screen Shot 2020-12-28 at 1.35.19 PM

FANG stocks also gain

Screen Shot 2020-12-28 at 1.35.39 PM
Screen Shot 2020-12-28 at 1.35.29 PM
Screen Shot 2020-12-28 at 1.36.02 PM
Screen Shot 2020-12-28 at 1.35.51 PM

And MSFT too,
Screen Shot 2020-12-28 at 1.36.23 PM

Where is market down? I said, being AAPL and TSLA at top of S&P, they will come down when S&P is coming down.

Since market is heated up well today, I said likely down tomorrow.

Cloud stocks are tumbling. Thought you mean broad market.
All my cloud and SAAS stocks are in deep-six as you can see, drop 5-10%.

Don’t bother then.

I was telling the same. Some vested parties try to create hype to bring AAPL price and create all hypes. Anyway, AAPL goes up with market.

Unless it is confirmed by TC, nothing is confirmed.

https://finance.yahoo.com/news/apple-hits-record-december-surge-153246994.html

YTD appreciation, AAPL is the highest of FAANMG.

1 Like