Added to YB: 2026-01-21
Pitch date: 2026-01-13
AAPL [bullish]
Apple Inc.
-0.15%
current return
Author Info
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Company Info
Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide.
Market Cap
$3.8T
Pitch Price
$259.25
Price Target
N/A
Dividend
0.41%
EV/EBITDA
21.64
P/E
32.46
EV/Sales
8.50
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Show full summary:
Q1 2026: Ten Bets Against the Crowd - $AAPL
AAPL: LLM compute shifting from cloud to on-device (faster, cheaper, secure). Inference to be 67% of AI compute by 2026 vs 33% in 2023; inference chip market >$50B. Apple has 3B parameter on-device LLM at 30 tokens/sec on iPhone 15 Pro. M5 chip 45+ TOPS. Siri 2.0 spring 2026. Messy play w/ baggage.
Read full article (1 min)