AAPL
Apple$339.75live · 9h agoTotal predictions
8
Hit rate
N/A
0 hits, 0 misses, 0 partial
Pending
2
Bull / Bear
7 / 1
direction split
YouTubers covered
2
Not enough data to plot yet.
Predictions (8)
Meet Kevin7 callsStrongly Bullish
Kevin argues Apple is entering a major growth phase driven by two catalysts: a potential return to the enterprise server market using Nvidia's NVLink Fusion networking tech, and the new iPhone Duo device which he sees as a killer product for sales, travel, and parenting use cases. He believes these catalysts could push Apple's growth rate well above the ~9% currently priced in by analysts, potentially doubling the stock within a few years.
Earlier theses (4)
Kevin names Apple as one of the stocks he expects to benefit as a recovery play if the broader bullish scenario around a Middle East de-escalation and eased rate fears plays out.
Kevin argues Apple is benefiting from AI labs like OpenAI buying large quantities of Mac M5 Ultra Studios as a cheaper alternative to Nvidia RTX 6000 hardware for compute. He believes this AI-driven demand is supporting Apple's stock strength and expects it to continue until AI labs show signs of bearishness.
Kevin argues that OpenAI's reported purchase of tens of thousands of Mac Minis and Mac Studios highlights Apple's unified-memory advantage for agentic AI workloads, which could meaningfully boost Mac segment growth if memory supply constraints ease. He frames a bull case where accelerated EPS growth could re-rate the stock materially higher, while acknowledging near-term financial impact is currently small due to memory supply limits.
Kevin argues Apple's stock is significantly overvalued given its stable but modest ~9% growth rate, noting its PEG ratio implies too much is already priced in for future growth. He believes hopes around new AI-driven products or a foldable phone are not yet justified by current fundamentals.
Michael Tyler1 callBullish
The host views Apple, alongside Tesla, as an attractive large-cap opportunity outside of the AI/capex trade, benefiting from rotation away from AI stocks and hyperscalers.