$Apple(AAPL)$ AAPL +6% in one

AAPL +6% in one session? That’s not just noise. That’s a signal.

What’s fueling the move:
🔓 China iPhone ban exemption talk = huge psychological unlock
📊 Solid services growth
🤖 Ongoing AI rumor mill for WWDC

Here’s my thesis:
This pop might just be the beginning. If Beijing’s softening restrictions and Apple gets breathing room, we could be looking at a full sentiment reversal on China exposure.

Plus, Apple’s been underperforming YTD—this could be the rotation starter.

Going long here with call spreads or just shares makes sense to me. Risk-reward finally favors the bulls again.

Anyone else flipping bullish after this move?

Mag 7 Earnings Wrap-up: Is AI Boom Still Driving the Market?

Big Tech's earnings season is nearly complete — with only Nvidia left on deck. Among the Magnificent 7, 3 names rallied after their reports, while Tesla, Amazon and Apple stumbled. As earnings wrap up, one question remains: did this quarter reaffirm your faith in Big Tech? Who surprise you the most? Is AI boom still the best theme in stock market?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":427202842144984,"tweetId":"427202842144984","gmtCreate":1745302789406,"gmtModify":1745309150782,"author":{"id":10000000000011856,"idStr":"10000000000011857","authorId":10000000000011856,"authorIdStr":"10000000000011857","name":"WendyOneP","avatar":"https://community-static.tradeup.com/news/944c6100a507a27639d75b17f9e794c2","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":422,"starInvestorFlag":false},"themes":[{"themeId":"0a60db678bf147ad83733f0220f6c71d","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Mag 7 Earnings Wrap-up: Is AI Boom Still Driving the Market?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0a60db678bf147ad83733f0220f6c71d}&rnconfig={\"headerBarHidden\": true}","description":"Big Tech's earnings season is nearly complete — with only Nvidia left on deck. Among the Magnificent 7, 3 names rallied after their reports, while Tesla, Amazon and Apple stumbled.\nAs earnings wrap up, one question remains: did this quarter reaffirm your faith in Big Tech? Who surprise you the most? Is AI boom still the best theme in stock market?","image":"https://community-static.tradeup.com/news/480b40082de1e53791b1c787e8ef29f5"}],"images":[{"img":"https://community-static.tradeup.com/news/e80ae18ab1a5d1b4aab808d5b786468c","width":"2000","height":"1194"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/e80ae18ab1a5d1b4aab808d5b786468c","width":"2000","height":"1194"}],"html":"<html><head></head><body> <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"Apple\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <v-v data-views=\"1\"></v-v>AAPL +6% in one session? That’s not just noise. That’s a signal.What’s fueling the move: 🔓 China iPhone ban exemption talk = huge psychological unlock 📊 Solid services growth 🤖 Ongoing AI rumor mill for WWDCHere’s my thesis: This pop might just be the beginning. If Beijing’s softening restrictions and Apple gets breathing room, we could be looking at a full sentiment reversal on China exposure.Plus, Apple’s been underperforming YTD—this could be the rotation starter.Going long here with call spreads or just shares makes sense to me. Risk-reward finally favors the bulls again.Anyone else flipping bullish after this move?<img src=\"https://community-static.tradeup.com/news/e80ae18ab1a5d1b4aab808d5b786468c\" tg-width=\"2000\" tg-height=\"1194\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"Apple\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <v-v data-views=\"1\"></v-v>AAPL +6% in one session? That’s not just noise. That’s a signal.What’s fueling the move: 🔓 China iPhone ban exemption talk = huge psychological unlock 📊 Solid services growth 🤖 Ongoing AI rumor mill for WWDCHere’s my thesis: This pop might just be the beginning. If Beijing’s softening restrictions and Apple gets breathing room, we could be looking at a full sentiment reversal on China exposure.Plus, Apple’s been underperforming YTD—this could be the rotation starter.Going long here with call spreads or just shares makes sense to me. Risk-reward finally favors the bulls again.Anyone else flipping bullish after this move?<img src=\"https://community-static.tradeup.com/news/e80ae18ab1a5d1b4aab808d5b786468c\" tg-width=\"2000\" tg-height=\"1194\"></body></html>","text":"$Apple(AAPL)$ AAPL +6% in one session? That’s not just noise. That’s a signal. What’s fueling the move: 🔓 China iPhone ban exemption talk = huge psychological unlock 📊 Solid services growth 🤖 Ongoing AI rumor mill for WWDC Here’s my thesis: This pop might just be the beginning. If Beijing’s softening restrictions and Apple gets breathing room, we could be looking at a full sentiment reversal on China exposure. Plus, Apple’s been underperforming YTD—this could be the rotation starter. Going long here with call spreads or just shares makes sense to me. Risk-reward finally favors the bulls again. Anyone else flipping bullish after this move?","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/427202842144984","repostId":0,"isVote":1,"tweetType":1,"viewCount":288,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AAPL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":545,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/427202842144984"}