Apple

Apple and Intel. Back together. Sort of.

Apple dumped Intel in 2020. Built their own chips. Never looked back. Now Trump just posted that Apple will work with Intel to manufacture chips in America. Intel up 9% this morning. Trading at $133. Up 228% this year. But here’s what people are missing — Apple isn’t using Intel’s chip designs. Apple designs their own silicon. Intel just builds them. Completely different relationship to what they had before. Why? TSMC is overloaded with Nvidia, AMD, Broadcom orders. Apple needs more manufacturing capacity. The US government has been pushing hard for domestic chip production and basically played matchmaker here. The risk: Intel hasn’t built ARM chips at scale before. Apple Silicon runs on ARM. TSMC has mastered this over decades. Intel is still proving it can. Winning Apple would roughly double Intel’s revenue. It’s the biggest potential contract in the entire chip industry right now. Sometimes the best trades are in the most boring places. 👀

Tim Cook is leaving Apple on September 1. Here's what 15 years of his leadership actually built — and what happens next.

In 2011, Tim Cook took over a company worth $350 billion. He did so six weeks after Steve Jobs died. Every analyst in the world was asking the same question: can Apple survive without its founder? Apple today is worth $3.8 trillion. That is the answer. Cook's tenure wasn't about revolutionary products. It was about something harder and less glamorous: turning an iconic but chaotic creative company into the most disciplined, profitable, supply-chain-optimised machine in corporate history. Under Cook: • Apple's revenue grew from $108B to over $400B • iPhone went from one model to a global product empire • Services (App Store, Apple Music, iCloud) became a $100B+ business • Apple Silicon — the M-series chips — ended Intel dependency entirely • Apple set new all-time record closes in 16 of the last 19 trading days That last one matters for investors right now. Apple is up 56% in the past year. Up 15% in May alone. The stock barely moved when the Cook news broke in April because the market had already priced in a clean, planned transition. That is exactly what good leadership looks like. So who is John Ternus — and should investors care? Ternus, 51, has been at Apple since 2001. He ran hardware engineering — meaning he was responsible for every physical product Apple ships. The iPhone. The Mac. The iPad. Apple Watch. Every piece of hardware that makes Apple the most profitable consumer electronics company in history. This is not a finance guy taking over. Not a marketing guy. A hardware engineer who spent 25 years obsessing over how things are built. In an era where AI is moving from the cloud onto the device — onto your phone, your laptop, your watch — that background matters enormously. Apple's AI story is not ChatGPT. It is not a chatbot. It is 2.2 billion devices running intelligence locally, without a data centre, without a subscription, without sending your data to a server. On-device AI. And the person who just became CEO built every one of those devices. The market signal hiding in plain sight. Apple's stock was up 15% in May. The S&P 500 closed May on a 9-week winning streak — its longest run since 2023. The Dow crossed 51,000 for the first time ever on Friday. And yet bond yields are still elevated. Consumer confidence dropped in May. Inflation is still above target. The average American is feeling the cost of the Iran war in their fuel and grocery bills. Markets and the real economy are telling completely different stories right now. That disconnect doesn't resolve itself easily. Either the economy catches up to the markets — or the markets eventually come back down to the economy. For now, AI earnings are doing the heavy lifting. Nvidia. Dell. Now Apple. Corporate profits are good enough to keep the rally alive. But the Tim Cook transition is a reminder of something important. The best investments are rarely about products or headlines. They are about the compounding effect of disciplined execution, year after year, decade after decade. Cook didn't invent anything. He built the system that made everything possible. Ternus inherits a company at its peak. The pressure on him is different from the pressure on Cook in 2011. Cook had to prove Apple could survive without Jobs. Ternus has to prove Apple can still surprise us. Is Apple still a buy at these levels — or has the Tim Cook era already priced in all the good news? 👇

P

Do u lot think itll drop to 295 tday

Apple

Do u lot think itll drop down

Presict

Whats everyones predictions

Hedging

With the volatility and uncertainty in the market right now, I've begun thinking of where people are hedging against the AI potential bubble. Can I ask investors in here how many are using Apple to Hedge against many other positions? Many thanks

Yehh finally 300🎉.

Didn’t realise i had limit at 300 , will come back soon🍂

300 ✅

We did it! What’s everyone’s target?