$Apple(AAPL)$Minor growth or not, Apple is still a solid investment. For earnings, I just want to see a few percent revenue increase from all hardware divisions and maybe 10% for Services. That's good enough for me. Apple will likely give a $0.08 dividend bump and I'll happily take it. I think Apple is doing well enough and I don't care what Wall Street thinks.
$NVIDIA(NVDA)$As a longtime Nvidia investor I'm not worried one bit about DeepSeek. Like the invention of cheaper computers and laptops, it meant that more people and companies bought them, not less. The market will readjust from this overreaction. Go long and remember, Nvidia is a stock for patient investors.
$Apple(AAPL)$I think China iPhone sales will be the only problem, so Apple should at least meet expectations on the earnings report and no further drop in share price. That's my hope. I'm not concerned about investors' fears and as long as Apple's revenue and earnings are good, I'm satisfied.
$NVIDIA(NVDA)$The response seems like an overreaction. Deepseek, constructed using 50,000 NVIDIA chips and leveraging the OpenAI model, showcases the potential of advanced AI. High-end AI chips like these have the capability to outclass and potentially disrupt Chinese-made technology in various fields.
$Apple(AAPL)$Most of the people I know are deeply invested in the Apple ecosystem, and it’s easy to see why. The combination of cutting-edge technology, a strong focus on privacy, unparalleled reliability, and an exclusive, loyal user base makes it incredibly worthwhile. This is especially evident when we look at incidents like the CrowdStrike/Microsoft outage, which disrupted services for many. Apple’s operating systems, however, remained unaffected, demonstrating their resilience and stability.
$NVIDIA(NVDA)$Has anyone had the chance to listen to the 2023 podcast episode of Jensen on Acquired? I gave it a listen recently, and I have to say, it left a lasting impression. Perhaps I'm easily impressed, but the way Jensen describes the management and operations of the company is truly remarkable.
$NVIDIA(NVDA)$AI will be touching everything. Not just robots,as we see them as some form of humanoid, but all industrial applications, as well. This NVDA story is in its early innings. It's like trying to imagine what the internet would become in 1995. This will unfold.I know many are scared of the hyperscalers stopping their crazy buying rate, but I believe there are many second and third stage companies that are in line for their own chips, not to mention many sovereign states.Automated driving, robotaxis and robotics are potentially huge markets in themselves. The AI PC they are developing for $3K is also very interesting. So much to look forward to here. Don't lose site of it over short term choppiness.
$Apple(AAPL)$Every three months, there are reports claiming Apple is losing market share in China. Then, shortly after, Apple announces strong earnings, followed by new reports claiming Apple is gaining market share in China. As someone who has held this stock for a long time, I see this as a recurring pattern aimed at pressuring Apple shares each quarter. I always take advantage of the weakness and hold my position. Don’t trade Apple—OWN Apple.
$Apple(AAPL)$Apple is on track to hit $300 soon, driven by its extensive portfolio of high-margin services. The company is no longer reliant solely on hardware sales, as its revenue mix increasingly shifts towards services like the App Store, Apple Music, and iCloud. This diversification reduces dependency on iPhone sales, which now account for a smaller proportion of total revenue compared to these expanding service segments.
$NVIDIA(NVDA)$Jensen's comments on quantum sent that sector spiraling down. I think that they did not properly flesh his comments out and that Nvidia will actually be fully in . In fact , Nvdia is hosting a Quantum Day at the GTC on March 20, 2025. On the stage with Nvidia will be all of the execs of the leading quantum companies. I am not claiming that is Nvidia's focus right now by any means ; only that Nvidia imo will be involved and leading all sectors of ai, quantum etc. This was just announced so will have to see what emerges.