[Awarded] Buffet is back in the Great Slaughterhouse! Are there any signs of Apple's stock price coming back soon?

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About Apple's business model, we are in the previous article”Visit quickly! Apples investment in Vietnamese time — — Mooer's Great War ContinuesThere has been an in-depth discussion; based on this, this article will continue to explore Apple's business model and investment logic with respect to Apple's actions and attitudes towards Apple.

There are actually two types of business models for Apple, one is retail and the other is platform.

Retail and platform, because of each other, overlap, forming the formidable moat that Apple is today.

Retail is a side of Apple tradition, and platforms are a side of Apple technology.

I think the difference between Buffett and Duan Yongping is that they both have a different side focus on Apple's understanding.

Buffett focuses more on retail, while Diang Yongping places more emphasis on platforms.

Apple's continued decline in sales today is a very dangerous signal in the logic of Buffett retail.

But the same information, Mr. Jung Ping made it clear that compared to sales volume, what he thinks is the most valuable thing Apple has is how many Apple IDs there are.

APPLE'S CORE INVESTMENT VALUE IS THE APPLE ECOSYSTEM, MAKING ITS BUSINESS MODEL EASY AND PROFITABLE, AND APPLE IS GOING TO ACHIEVE GROWTH OF MORE THAN 10% AGAIN, WHETHER IT IS DRIVEN BY THE SWITCHING TIDE OF 3G-4G-LIKE PHONES OR APPLE AI. (24Q1) The most important iPhone revenue was $45.963 billion, down 10.5% year-over-year, accounting for 50.6% of total revenue.

AI is transforming the ranks. We don't understand the impact, and Apple isn't sharing this bounty on AI right now, but it's too early to say it's falling behind or becoming “Coca-Cola second”. It also has a chance to catch up again, which is why: one, AI itself is still at the foot of the mountain, there is not a very strong gap in the rest, and Apple has a chance. Second, Apple's own culture is to follow, not to innovate first. Apple has not been “first”, but “best”. Computers and phones are typical, and this is Apple's culture. Third, Apple still has ample capital and a strong enough ecosystem to not have to worry about the fortress being breached in the short term, which will give it time and buffer to chase (which, of course, also creates good conditions for it to continue to buy back strong shareholder interests).

Its share price has risen steadily since the company announced Apple Intelligence, and more analysts have upgraded their ratings. The equipment upgrade cycle will make sense. According to media summaries, the iPhone is Apple's biggest business to date, accounting for more than half of its fiscal 2023 revenue. However, iPhone revenue fell 2% last year, indicating that the iPhone 14 and iPhone 15's battery and camera improvements weren't enough to appeal to consumers. AI capabilities, including the integrated ChatGPT protocol reached with OpenAI, could change that. According to media reports, of Apple's more than 0.8 billion smartphone users, more than 40% use devices with iPhone 12 or earlier, and 27% use iPhone 13. Currently, only less than 10% of users own phones that can upgrade to artificial intelligence software.

The first company to embed AI into the phone, just as Android was disrupting the Saipan system at the moment, a completely different era is coming. Redefining the phone, it can not be estimated, the mid-term goal is 400 dollars

To push individual prices blindly before the results, Google beat the performance sample movement ahead of time, and the panic effect is also pressuring low pricing costs. Huge repurchases at the back of the main, but there is still good room for imagination

The question posed to Apple in the short term of capital is: ① Is the addition of endside+cloud AI likely to trigger a large-scale switch upgrade cycle? Although end-to-end AI brings new experiences to some apps, these apps are very rare for the vast majority of users, high-frequency, long-term apps, not least productivity or education app。 It is difficult to trigger a mass switching tide. ② Whether the streaming project still has growth potential is difficult to see at the moment, NF and Disney have formed a monopoly advantage, Apple has a hard time gaining a competitive advantage in this area ③ Does VP have a short-term opportunity to scale? Does it require equipment lightening, price crowdsourcing, mass production of content, and will be established in the medium long term Creating new markets, new growth, and new profits, so looking at these three short-term factors, I think Apple will struggle to grow significantly in business this quarter and the next two quarters, and the rationality of a post-performance pullback could bring new buying opportunities.

The problem is that the current market earnings multiple is too high, and despite stagnant growth and uncertain future growth potential, the multiplier appears to be continuing to rise. Given current market earnings of around 33x, we would normally expect continued double-digit growth, but this is clearly not the case in reality. For investors holding positive shares, Apple shares are still worth holding. Given the relatively small space to rise in the share price after the performance, it is possible to sell a high price call for margin protection. Lower purchase costs can be expected for investors who do not own shares.

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Do highly leveraged ETFs such as:$GraniteShares 2x Long AAPL Daily ETF (AAPB.US)$$Direxion Daily AAPL Bull 2X Shares (AAPU.US)$$T-Rex 2X Long Apple Daily Target ETF (AAPX.US)$