#TradFi晒单
Sleep soundly with AAPL. 2.5 billion active devices are right there, delivering over $120 billion in revenue over a year and gross margins of 75%+. It’s basically the same as collecting rent. Operating cash flow in a single quarter is $34 billion+, and the newly authorized $100 billion in buybacks keeps coming, to be followed by more cancellations—EPS pushes itself up. On-device Siri and Apple Intelligence have just kicked off a cycle of upgrades from older devices; Q3 iPhone sales rose 21.7%. A steady bull market, but it won’t crash—pullbacks are just opportunities to add to positions.
Sleep soundly with AAPL. 2.5 billion active devices are right there, delivering over $120 billion in revenue over a year and gross margins of 75%+. It’s basically the same as collecting rent. Operating cash flow in a single quarter is $34 billion+, and the newly authorized $100 billion in buybacks keeps coming, to be followed by more cancellations—EPS pushes itself up. On-device Siri and Apple Intelligence have just kicked off a cycle of upgrades from older devices; Q3 iPhone sales rose 21.7%. A steady bull market, but it won’t crash—pullbacks are just opportunities to add to positions.