$3.7 TRILLION BABY...
Apple $AAPL is the first company to have a market cap larger than $3.7 Trillion Source: Evan @StockMKTNewz
The outcomes of reshoring are already becoming apparent.
Thanks to chipact, the US can benefit from Taiwan Semiconductors $TSMC knowhow in Mobile processors on their home turf. TSMC Arizona is shipping wafers now. Source: 🌿 litho @lithos_graphein on X
Glowtime Day: $AAPL PEG ratio high at 3.03x
Below a SP500 heatmap with PEG ratios... Source: Mike Zaccardi, CFA, CMT, MBA, Bloomberg
Here’s a full breakdown of the $AAPL iPhone 16 and 16 Plus Price starts at $799 and $899 for the Plus
Source: Stocktwits
Apple's $AAPL new A18 chip for the iPhone 16 has 40% faster GPU performance than the iPhone 15
Source: Evan
The top 10 largest stocks in the world are now worth a combined $19.48 Trillion up from $19.32T last week
Source: Evan
Should you sell your Apple because Buffet has been selling 50% of his Apple ($AAPL) shares?
Well, think twice. Buffett sold his entire Mcdonalds ($MCD) stock in 1998. Since then, MCD has increased +1,413%, outperforming Berkshire Hathaways returns. Buffett sold his entire Costco #($COST) stake in June 2020. Since then, COST has gained +190%, outperforming Berkshire as well. Buffett also sold all his stakes in airline stocks like Delta Airlines ($DAL) in March 2020. Since then, DAL is up +82% as well Lesson? Don't copy paste what other investors are doing, no matter how great they are. Source: Adam Khoo on X
What does he know about Apple and the stock market that we don't?
Also interesting to see that Warren Buffett and Berkshire Hathaway now own 4% of all T-Bills issued to the public… Buffett has ~$277 Billion. The Fed has $195 Billion. Warren Buffett is now a larger holder of US Treasury Bills than the Federal Reserve. Source: FT, Geiger Capital
