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Added to YB: 2026-01-21

Pitch date: 2026-01-13

AAPL [bullish]

Apple Inc.

+0.5%

current return

Author Info

No bio for this author

Company Info

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide.

Market Cap

$3.9T

Pitch Price

$259.25

Price Target

N/A

Dividend

0.39%

EV/EBITDA

22.36

P/E

33.53

EV/Sales

8.78

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)