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Apple - AAPL Daily / iCult PayGoRising interest rates and the Depression are putting pressure on the Tech sector. Apple's Big Idea - PayGo. This isn't the garden variety payment plan Apple has offered for years. It's an interesting attempt to ward off competitors. BNPL is a common thread for Providers, they all use a rather generic form of it. _______________________________________________________________________ Apple's only real competition - is Google Fi. Both offer One-Stop - with no third parties to approve / clear. Pay Later joins the Wallet within their ecosystem. Pay Now, not so much as Consumers will need to be steeply incentivized to gag for the latest in iMob Trinket. BNPL sector has experienced 270% growth YOY. Why? Uh... simple.... Depression. Eventually the Pay Later... well it turns to Pay Tatter. Marginal consumers will quickly discover all the mistakes they've ended up Bagging. Can't pay? Oh, they got you. Be the first in line to be "turned off"... yeah they'll be a lot of this in the future... "sorry, we've ended your experience... we'll add a 7.8% recharge fee..." Flip phones, burners that never burn, and a whole host of third-world finance...
NASDAQ:AAPL
by HK_L61
AAPL - 2 hour Apple the Mature FANG The iMob remains in complete and utter denial. After nearly one half Trillion Dollars in share buybacks since 2012, the Hefty Gorilla is now swinging from vine to vine hoping to attract more Gamma traders with the recent $1 spread on Options from $2.50 inspired the foolish to chase this less than Zero-Sum Gamechanger. Fools and their money. Apple will head to our longer-term Price Objective of $35. SImply a matter of time. Apple's primary suppliers have had them boxed as both China and India have been pared back to the point of inadequate Manu. _________________________________________________ The grim reality, it's Q2 EPS for 2022 will be an absolute disaster. Share buybacks remian the Hope in trade for the iMob. Too soon... yeah I believe so. RT in Trade for now - 154 is the reaction level.
NASDAQ:AAPL
by HK_L61
AAPL - 100SMA supported the BounceApple's EPS on the 28th was an admission they will lose $6 Billion due to the Chip Shortage. Timmy hinted at Pricing Power due to the shortage... at a time when Consumers are reeling in expenditures to Place more Bets at the Flamingo. Institutions are SELLERS of size, Apple is EXPENSIVE for their Book. Momentum is picking up, Apple's dismal Q3 was grossly distorted by the usual "Lookie Lookie Here, And NOT over There." Cookie for the iMob. No mention of the Apple Car... odd, Hertz would have more than Doubled on an iMob Rental with Apple Car Play. ___________________________ The Apple Cult is looking forward to Apple building its own Death Star as soon as Stock Buybacks conclude. Funding a Divi, buying back stock, but using DEBT to complete this feat. Hoarding CASH on HAND. Innovation - no, not factually, unless you consider Financial Wrangling innovation. One must wonder how this escaped Cathy Wood over at the ARKK of the Covenant. Apple 2.0 - Debt outstanding since 2012 is now... enormous. Apple's balance sheet as of January 28, 2021, long-term debt is at $99.28 billion and current debt is at $12.76 billion, amounting to $112.04 billion in total debt. Adjusted for $36.billion in cash equivalents, the company's net debt is at $76 billion A Cult of DEBT. Buybacks are 80% of the Value of the S&P500, Eighty Percent. Timmy is an Accountant by Profession... engineering DEBT structure, nothing more. Simply Accounting shenanigans from Sir Timo, Black Hole Sun sucking in Liquidity while its available and in play/trade @ the Flamingo. ___________________________ Debt to Equity - A remarkable Game of Jekyll & Hyde the Cheese Minimum 0.6613 Dec 2016 Maximum 1.895 Jun 2021 Average 1.188 It is now 2.11 as of the close of Q3. Impressive, how the Cult of iMobbery is utterly clueless about their own robbery. A Company bidding its own Stock Price UP. Apple in Sum.
NASDAQ:AAPL
by HK_L61
5
AAPL - Timo and the October Non-EventNew colors for iHome.Mob. No new M1X/M2. All about the new MacBook Pro with impressive Specs in 14" & 16" Configs and up to 10 Core M1 / 32 Core GPU. No doubt, silly quick for more challenging workflows. Silly expensive as well, but the iMob adores the latest trinkets from Timmy. His presentation was more about putting back what had been taken away, ever the Hero... Will Mobers flock to Buy... yes and no, it is a small segment of Apples overall lineup and well beyond the reach of many consumers. No new updates to its Mainliners - iMac, Airbook... but hey there's new Gen 3 Airpods~! All in all long overdue as this was all anticipated back in July of this year. As this was delayed due to a "Chip Shortage" which will cripple 10 Million iPhone 13 Sales, hmm... that's or roughly $9.2 Billion weights across the iMob / iPhone Range from standard to MAX. I'm certain that will leave a large DING in EPS, but for now... it's all about - wait for it.... "Aspirations" Produce placements are a no go... as AMC"s theaters remain empty. Perhaps Hulu, A.Prime, Netflix and assorted Tik Tokers will further the Youtube efforts of MKBHD. With Consumer sentiment in the Dumpster, Timo has his work cut out for him. Perhaps Apple Music Subs - a new and improved way to segment $'s - will work. We doubt this as well - People are, on balance, cutting all their Sub based expenses after calculating the total costs per month.
NASDAQ:AAPL
by HK_L61
1