Search: AAPL - Buzzberg

Date	Ticker	Price	Dir	Speaker	Thesis	Source
Feb 18	AAPL	$264.35 $264.35 +0.0%	N/A	Finnhub News	—	Finnhub - AAPL Transports, Apple's AI plans, oil prices: Mar...
Feb 18	AAPL	$264.35 $264.35 +0.0%	N/A	Finnhub News	—	Finnhub - AAPL Is Apple unveiling a low-cost MacBook Air nex...
Feb 18	AAPL	$264.35 $264.35 +0.0%	N/A	Finnhub News	—	Finnhub - AAPL Covered-Call Strategy Turns Apple Stock Into ...
Feb 18	AAPL	$264.35 $264.35 +0.0%	N/A	Finnhub News	—	Finnhub - AAPL Berkshire's NYT Stake Looks Like New Abel, No...
Feb 18	AAPL	$264.35 $264.35 +0.0%	N/A	Finnhub News	—	Finnhub - AAPL Not A Bear Market Yet, But It's Already A Sto...
Feb 18	AAPL	$264.35 $264.35 +0.0%	N/A	Finnhub News	—	Finnhub - AAPL Alphabet: Gemini And Google Cloud Put Company...
Feb 18	AAPL	$264.35 $264.35 +0.0%	WATCH	Ryan Market Analyst / Commentator	"Talking five, ten years from now... VR and AR headsets and glasses, this could be sort of an iPhone killer... Even Meta's glasses, which I think they have partnerships with Ray Bans... Apple is getting into this." The terminal risk for the smartphone economy is a hardware platform shift. If "Smart Glasses" replace phones, the companies currently investing in that hardware (Meta, Apple) are the only ones hedging against the death of the handset. Watch these tickers for adoption rates in AR/VR hardware as a long-term hedge against smartphone saturation. The technology remains early and may never achieve the ubiquity of smartphones.	Bloomberg Markets Apple Seems to Be Sidestepping AI Landmines i...
Feb 18	AAPL	$264.35 $264.35 +0.0%	LONG	Ryan Market Analyst / Commentator	"If you look at all the major AI concerns that are in the market right now, it's kind of amazing how much Apple has completely sidestepped them... Apple isn't really spending [massive Capex]. If you're worried about AI eating software, Apple isn't really software." The market is currently punishing companies with high AI capital expenditures and those whose software moats are threatened by LLMs. Apple avoids both "landmines" while retaining the upside of being the physical distribution layer (iPhone) through which consumers access AI. Long AAPL as a defensive "Pick and Shovel" play on AI distribution rather than creation. Failure to integrate AI features compellingly could lead to hardware obsolescence if consumers switch to AI-native devices.	Bloomberg Markets Apple Seems to Be Sidestepping AI Landmines i...
Feb 18	AAPL	$264.35 $264.35 +0.0%	N/A	Finnhub News	—	Finnhub - AAPL Apple (AAPL) Just Overtook the 20-Day Moving ...
Feb 18	AAPL	$264.35 $264.35 +0.0%	N/A	Finnhub News	—	Finnhub - AAPL capAI PLC to Present at the AI & Technology V...
Feb 18	AAPL	$264.35 $264.35 +0.0%	N/A	Finnhub News	—	Finnhub - AAPL Prediction: 3 Stocks That Will Be Worth More ...
Feb 18	AAPL	$264.35 $264.35 +0.0%	N/A	Finnhub News	—	Finnhub - AAPL Alphabet Is Doing Well Under CEO Sundar Picha...
Feb 18	AAPL	$264.35 $264.35 +0.0%	N/A	Finnhub News	—	Finnhub - AAPL UK house prices rose by 2.4% in December
Feb 18	AAPL	$264.35 $264.35 +0.0%	N/A	Finnhub News	—	Finnhub - AAPL Garmin Stock Is Surging. There’s More to Its ...
Feb 18	AAPL	$264.35 $264.35 +0.0%	LONG	Ram Ahluwalia Founder, Lumida Wealth	Nvidia and Apple are the only two major tech stocks trading above their 200-day moving averages. Nvidia has immense pricing power ("Mag 7 has no choice"), and Apple largely sat out the massive CapEx splurge. In a "picks and shovels" gold rush, the value accrues to the hardware provider (NVDA) regardless of whether the customers (MSFT/META) make a profit. Apple remains a defensive play with a cleaner balance sheet by avoiding the "incinerator." LONG. Divergence within Big Tech favors the sellers of infrastructure (NVDA) and the disciplined allocators (AAPL). A sudden halt in AI CapEx spending would crush Nvidia's order book.	Unchained (Chopping Block) Why $700 Billion in AI CapEx Could Be the Nex...
Feb 18	AAPL	$264.35 $264.35 +0.0%	LONG	Joshua Brown (supported by Dan Ives of Wedbush) Wedbush analyst	Joshua Brown of Ritholtz Wealth Management remains long on Apple. Separately, Wedbush analyst Dan Ives reiterated an Outperform rating and maintained a $350 price target. The $350 price target represents a significant ~32% potential upside from the closing price of $263.88. The reaffirmation of this target by a prominent analyst, amplified on a major financial network, can reinforce bullish sentiment and attract capital. The trade is a bet on continued momentum, supported by a specific, high-conviction analyst price target that suggests the stock is undervalued despite recent gains. A broader market correction, unforeseen negative product cycle news, or regulatory pressures could prevent the stock from reaching the analyst's target. The price target may have a longer-term horizon than anticipated.	Finnhub - AAPL Apple, Ulta Beauty, AstraZeneca And A Real Es...
Feb 18	AAPL	$264.35 $264.35 +0.0%	N/A	Finnhub News	—	Finnhub - AAPL FTSE 100 LIVE: London hits fresh high as UK i...
Feb 18	AAPL	$264.35 $264.35 +0.0%	N/A	Finnhub News	—	Finnhub - AAPL Amazon's losing streak, Berkshire's new posit...
Feb 18	AAPL	$264.35 $264.35 +0.0%	AVOID	Oliver Crook Chief European Correspondent, Bloomberg	Berkshire Hathaway reduced its stake in Amazon by more than 745% (likely meant shares or basis points, but the sentiment is heavy selling), and also trimmed allocations in Apple and Bank of America. Institutional capitulation by a major long-term holder suggests these assets may be fully valued or facing headwinds that retail investors haven't priced in yet. AVOID or TRIM exposure to align with smart money outflows. These companies continue to compound earnings despite Buffett's exit, forcing a chase.	Bloomberg Markets US-Iran Talks 'Progress' & Lagarde Reported t...
Feb 18	AAPL	$264.35 $264.35 +0.0%	N/A	Finnhub News	—	Finnhub - AAPL Apple: The Tech Giant To Sell
Feb 18	AAPL	$264.35 $264.35 +0.0%	N/A	Finnhub News	—	Finnhub - AAPL Down 6%, Should You Buy the Dip on Apple?
Feb 18	AAPL	$264.35 $264.35 +0.0%	N/A	Finnhub News	—	Finnhub - AAPL Arm shares edge higher as Nvidia sells entire...
Feb 18	AAPL	$264.35 $264.35 +0.0%	N/A	Finnhub News	—	Finnhub - AAPL Stock market sectors that could be more vulne...
Feb 18	AAPL	$264.35 $264.35 +0.0%	N/A	Finnhub News	—	Finnhub - AAPL Why Apple Stock Rose Today
Feb 17	AAPL	$263.88 $264.35 +0.2%	N/A	Finnhub News	—	Finnhub - AAPL Berkshire Climbs After Disclosing Changes to ...
Feb 17	AAPL	$263.88 $264.35 +0.2%	LONG	Josh Brown CEO, Ritholtz Wealth Management	"Apple could be the stock of the year... They are going to launch an Agentic Siri this year... telling Siri to go into the hundreds of apps on your phone and do things across those apps." Apple has underperformed due to a lack of "AI hype," but they own the distribution (2 billion devices). By launching an "Agentic" AI that controls other apps, they make standalone LLMs (like ChatGPT) features rather than platforms. They avoided massive CapEx spend and are positioned to capture the consumer AI interface. LONG Apple as a contrarian AI play with a major catalyst (Agentic Siri) expected in May or September. If the AI launch underwhelms or Siri remains "useless" compared to competitors.	The Compound News “Unrealized” Capital Gains Tax is Economic Su...
Feb 17	AAPL	$263.88 $264.35 +0.2%	LONG	Thread Guy Crypto influencer, independent	"The other one we've been playing with a lot is Apple. Apple is a really fun one." While not fully expanded upon in this specific transcript, it is flagged as a key component of the "Mega Trend" portfolio alongside Bitcoin and Defense, likely due to its hardware/consumer distribution dominance in an AI world. Long (details to be expanded in future streams). China exposure (supply chain and consumer market).	Thread Guy China is DOMINATING the US in EVERY statistic...
Feb 17	AAPL	$263.88 $264.35 +0.2%	LONG	@seekingalpha	Apple's reported push into AI with new and updated devices suggests potential for future growth and innovation, which could be positive for the stock.	@stockjabber Great news for prediction markets, and bad ne...
Feb 17	AAPL	$263.88 $264.35 +0.2%	N/A	Finnhub News	—	Finnhub - AAPL Stocks Recover on Strength in Apple and Airli...
Feb 17	AAPL	$263.88 $264.35 +0.2%	WATCH	Mark Gurman Chief Correspondent, Bloomberg News	Apple is developing AI wearables (Smart Glasses, Pendant) for 2027 but canceled previous projects (Watch with camera). The entire strategy hinges on "Siri working" and the Gemini partnership. Apple is playing catch-up to Meta in the glasses form factor. While the hardware ambition is clear, the execution risk lies in the software (Siri/AI), which has historically been Apple's weak point. This is not an immediate revenue driver. WATCH (Execution risk high). Siri update fails to impress; product delays push launch beyond 2027.	Bloomberg Markets Apple Ramps Up Wearables for AI Era \| Bloombe...
Feb 17	AAPL	$263.88 $264.35 +0.2%	N/A	Finnhub News	—	Finnhub - AAPL Apple News Probe And Siri Delay Put Services ...
Feb 17	AAPL	$263.88 $264.35 +0.2%	N/A	Finnhub News	—	Finnhub - AAPL What's going on in today's session: S&P500 mo...
Feb 17	AAPL	$263.88 $264.35 +0.2%	N/A	Finnhub News	—	Finnhub - AAPL Wednesday's big stock stories: What’s likely ...
Feb 17	AAPL	$263.88 $264.35 +0.2%	N/A	Finnhub News	—	Finnhub - AAPL Apple’s AI push welcomed by Wedbush analysts ...
Feb 17	AAPL	$263.88 $264.35 +0.2%	AVOID	Joe Terranova Senior Managing Director, Virtus Investment Partners	"I gave everyone a 264 stop... I got stopped out... I'm trying to, in this environment, keep my losses tight." The trade was based on a short-term momentum signal (Feb 11) which was neutralized by macro events (Powell speech) the next day. Fundamentally, Joe is concerned that Apple is cutting CapEx (-20%) while competitors are ramping up (+40%), suggesting they are behind in the AI infrastructure race. AVOID (Sold position). Dan Ives' thesis that 2026 is Apple's "AI Year" could prove correct, making this a premature exit.	CNBC Trade Tracker: Joe Terranova sells Apple
Feb 17	AAPL	$263.88 $264.35 +0.2%	LONG	Scott Wapner Host, CNBC	Citing Dan Ives: "The sell off in Apple is unwarranted. That 2026 will be the year Apple finally gets into the AI game." The current price weakness is a buying opportunity, as the market is underestimating Apple's upcoming entry into the AI sector later in 2026. LONG. Continued CapEx lag and lack of immediate AI products could dampen sentiment further.	CNBC Trade Tracker: Joe Terranova sells Apple
Feb 17	AAPL	$263.88 $264.35 +0.2%	N/A	Finnhub News	—	Finnhub - AAPL Apple's AI 'soap opera' is finally ending: We...
Feb 17	AAPL	$263.88 $264.35 +0.2%	LONG	—	"My eyes are on this new lowcost MacBook. Uh, it'll be in the $700 to $900 range... This has the potential to really overshadow Chromebooks and some of the PCs we're seeing out of the Windows market right now. So, this is a really big deal." Apple is aggressively entering the sub-$1000 laptop market, a segment it has historically priced itself out of. By using an iPhone chip (likely lower cost/high efficiency) to lower the BOM, Apple can capture significant market share from the education and entry-level consumer sectors, driving new revenue growth and ecosystem lock-in. LONG. The expansion of the Total Addressable Market (TAM) into the budget sector is a bullish catalyst. Cannibalization of higher-margin MacBook Air sales; consumer rejection of a laptop running on mobile architecture if software compatibility is limited.	Bloomberg Markets Apple Is Holding Next Product Launch on March...
Feb 17	AAPL	$263.88 $264.35 +0.2%	LONG	Georgia Host, Tech Check	The host describes the current state of AI agents: "You have an agent on a totally separate device, a Mac Mini, and you just let it do its thing." The "Agentic" future isn't just cloud-based; it requires local, dedicated compute to run 24/7 without interfering with the user's main machine. This creates a new hardware refresh cycle and a specific use case for Apple's desktop silicon. LONG. Second-order effect of AI agents is increased demand for reliable, local hardware. Shift to purely cloud-hosted agents (server-side) would negate local hardware demand.	CNBC Figma CEO Dylan Field On The Software Reckoni...
Feb 17	AAPL	$263.88 $264.35 +0.2%	LONG	@LiveSquawk	Reinforces the positive outlook for Apple as it ramps up development of new AI-powered devices around Siri, indicating future growth potential and innovation.	@LiveSquawk $AAPL \| Apple Said To Develop Trio Of Devices...
Feb 17	AAPL	$263.88 $264.35 +0.2%	N/A	Finnhub News	—	Finnhub - AAPL Buffett's Final Filing: Berkshire Initiates N...
Feb 17	AAPL	$263.88 $264.35 +0.2%	LONG	@DeItaone	Apple's intensified development in AI glasses, pendants, and camera Airpods signals strong future product innovation and potential new revenue streams, acting as a positive catalyst for the stock.	@DeItaone $AAPL - *APPLE RAMPS UP WORK ON AI GLASSES, P...
Feb 17	AAPL	$263.88 $264.35 +0.2%	N/A	Finnhub News	—	Finnhub - AAPL Berkshire Hathaway trims Apple stake, buys NY...
Feb 17	AAPL	$263.88 $264.35 +0.2%	N/A	Finnhub News	—	Finnhub - AAPL 22 Analysts Assess Apple: What You Need To Kn...
Feb 17	AAPL	$263.88 $264.35 +0.2%	N/A	Finnhub News	—	Finnhub - AAPL Next Berkshire Hathaway Letter Comes Soon, An...
Feb 17	AAPL	$263.88 $264.35 +0.2%	N/A	Finnhub News	—	Finnhub - AAPL ETY: This Option-Income Fund Could Be Riskier...
Feb 17	AAPL	$263.88 $264.35 +0.2%	N/A	Finnhub News	—	Finnhub - AAPL Consumer Electronics Market Report 2025: Top ...
Feb 17	AAPL	$263.88 $264.35 +0.2%	LONG	Alexandria Ocasio-Cortez US Representative	Explicit desire to "avoid any such confrontation" with China. Apple (AAPL) and Tesla (TSLA) have the highest exposure to US-China supply chains and consumer markets. Their stocks suffer most when war rhetoric heats up. A policy stance focused on avoidance and status quo maintenance reduces the risk of retaliatory sanctions or supply chain ruptures. LONG. "Economic positioning" could still involve trade wars or tariffs that hurt these companies, even if kinetic war is avoided.	Bloomberg Markets AOC Says US Must Avoid 'Any Such Confrontatio...
Feb 17	AAPL	$263.88 $264.35 +0.2%	LONG	Thread Guy Crypto influencer, independent	"Apple releases 1 TBTE Mac Studio M5 Ultra... I love Apple right now... Mac Minis are going to take over the world." As open-source models (like the hypothetical "Open Claw" foundation model) become more powerful, they require massive local memory (RAM) to run efficiently. Apple is uniquely positioned with its Silicon architecture to provide the high-end consumer hardware ("shovels") needed for this local AI inference boom. LONG. Apple fails to release high-memory consumer hardware; inference moves entirely to the cloud rather than local devices.	Thread Guy This OpenAI Acquisition Changes Everything..
Feb 17	AAPL	$263.88 $264.35 +0.2%	N/A	Finnhub News	—	Finnhub - AAPL Is GOOG Stock a Buy Amid the Software Selloff...

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