MassiveAttack

Fair point. As an employee, I would be frustrated as well. No clear direction. Just back and forth... Somehow. 
But there was a leak that Apple intended a full autonomous driving experience controlled and steered by Siri. 

As an automotive engineer, I see no use case from Apple what Apple could do better and unique with their Apple Car in comparison to other OEMs. 
And a full autonomous driving level is far away from the reality.
Therefore, I am glad that Apple stopped this project. 

Nevertheless, I scratch myself what Apple really did with Siri if it is true that Siri should have been the brain of Apple Car. 

davidw said:

MassiveAttack said:

It shows that Apple is and will always be an iPhone company. Their service growth is maybe 10% ~ 11%. 
Their iPhones get uglier with 17 series. 
Apple fails to convince consumers why they should upgrade their phones regularly. Their Apple Watch series have no major improvements. It is really a huge disappointment that Apple Watch X did not get any huge improvements for the 10th anniversay. 
Siri is a fail. I bet Siri will not be ready next spring. 
Apple Intelligence is rather Apple Incomeptence with Genmoji bulls*its. 
In any departments, you get news about delays. 
Tim Cook... Sure that he is still the right guy? His mismanagement needs to be punished.

I would not be surprised if AMZN and GOOG(L) surpasses AAPL sooner or later in terms of the market cap. 

AAPL investors must be frustrated while NVDA, META, MSFT heading to ATH. 

Tim Cook needs to step down. He makes Apple just.... rotten Apple. 

Why? Neither Nvidia, Meta or Microsoft competes with Apple. Nvidia makes chips catering to AI and Intel would a competitor.  Meta main revenue comes from targeted ads and Google would be their main competitor. Microsoft main revenue stream is now from supplying IT software and infrastructure to corporations and they have become the new IBM. Apple do not sell the chips they make, have a significant amount of revenue from targeted ads or rely on generating revenue from supplying IT software and hardware that corporations needs. Their stocks rising have no affect on AAPL. The only frustration that AAPL investors might have is if they didn't invest in these stocks a years ago. Of course any investor would be frustrated for not investing in these stocks years ago. But many AAPL investors might also be investors of NVDA, META and MSFT in order to diversify their portfolio. After all, even if these stocks are in all in Tech, they compete in different sectors and not with themselves or Apple. There is no investment rule that say that if you invest in AAPL, you can't or shouldn't also invest in NVDA, META and MSFT.

Not everyone in this forum is an investor in AAPL or even an investor at all. So there are probably just as many people here that are frustrated that didn't invest in NVDA, META and MSFT years ago, as there are non investors that are frustrated that they didn't buy stocks in AAPL.

I hope you aren't giivng anyone advice on stocks investing because you sound like someone that don't know a thing about investing in stocks.

Different business models. I understand. But are they different otherwise? I don't know. They are compared to each other. That's why the market calls them "Magnificant Seven". 
People may agree or disagree, but this is the sentiment right now that the market compares their performance to each other.
AAPL investors may have NVDA, META, MSFT, NFLX or others, but if AAPL was bullish with others together, their portfolio would be richer. 

The stock performance reflects the current company situation. The market may be wrong, but is the market wrong RIGHT NOW? 
I think people deserve to complain on Apple's current strategy.
In stead of delivering their product, Apple keeps yelling why they are late with Siri etc. All these bulls*its sound like an excuse.

When I told my 64 years mom (using iPhone 13 Pro Max) that she may need another phone, she asked me what´s her benefit by going from 13 to 16. 
I thought about it. But actually, I don´t have any valid points why she should upgrade it. 
In stead of that, I bought her an iPad NOT because she needs an upgrade, but because she did not have one before. 
But now, she does not need to upgrade an iPad for next 5 years because I probably think that Apple will not bring out some major upgrades for iPad.

Their AI features are useless and craps. But in stead of showing their effort how to fix it, executive m*rons rather hang out with F1 movie stars while other peers do spend their times with AI talents for the future (If it will be a major success or not, it is another question). 

I don´t blame on failed car project, because Apple showed at least that they tried something. But now, Apple wants to be a healthcare company (althought they lost against lawsuits because they abused others´ patents), Apple wants to be a media company (F1 with Warner Bros.. Dying dinosaurs) etc. 

red oak said:

The misses for Tim Cook are piling up.    Apple Car 10 year fiasco, Siri, AI, China over reliance, App Store mis-management, No new product category for 8+ years, wrong satellite strategy, 5 years of flat revenues, no bold goals or new intiatives 

The whole management team feels old and slow.  They are getting outpaced by META for God’s sake. 

When was the last time Apple announced big new initiatives in Education, Business, or Health?   When was the last time they had a product event - October?    They have spent more time on the F1 movie than anything else over the last year 

They need to wake the F up 

Tim, Craig, Eddie, Phil etc. are over 60. 

John Ternus is the youngest executive at his age 50 LOL... 

nubus said:

MassiveAttack said:

I would not be surprised if AMZN and GOOG(L) surpasses AAPL sooner or later in terms of the market cap. 

Tim Cook needs to step down. He makes Apple just.... rotten Apple. 

18% of Apple profits are linked to the kickback from Google. It seems that deal will go allowing Google to keep $20b and it should see Apple drop further down and Google move up.

As for Tim Cook. He failed to diversify Apple and to see AI. MSFT: 93% in 3 years. Apple: 44% (the difference looking at 10 years is even more).
Apple need to get a product person, stop the legal battles, penny-pinching, and infinite iterations. And to go somewhere new and disrupt. Personal health, cars - do something!

Rotten Apple entering Steve Ballmer´s era.. 

ssfe11 said:

Nvidia, Msft and meta are heading to ATHs not on earning but investor hopes and dreams lol. Nvidia trading at a 50+ trailing multiple is ridiculous. Apple trades on fundamentals(eps12-14% yoy growth) not irrational exuberance. 

NVDA, MSFT and META have higher growth rates than AAPL LOL!! 
NVDA does not sell chips, but super computer (HW + SW called CUDA). 
MSFT is selling cloud AI infrastructure.
META is basically the "Super App" in the social media world, which can´t be replaced by Snapchat, Pinetrest or even TikTok. 

Apple´s EPS gets higher due to buybacks, but there is exactly no fundamental base behind when it comes to Apple´s EPS. 

Apple is rotten. Tim Cook needs to step down. His day is counted.