Massiveattack87

I told you that the stock will tank after their earnings out. 

AAPL will underperform in this year. 

This is the moment where AAPL shareholders get jelly at META (+12%!!!) and AMZN (+6%!!!!). 

libertyandfree said:

 Oh no another Apple is doomed article.   For one I only know a few people that have a folderable phone and they are not big fans of it so far.  This market is very niche right now.   I think Kuo is jumping the gun on his iPhone negatively.  

I do not know what you mean with "doomed".
Every company has negative earnings, negative years, good earnings, good years etc.. Apple is not an exception.
S*it happens, doesn´t it?

The global economy does not look good in this year. 

Apple has lost their market position in China. I don´t know how Apple will perform in China this year, but I would not be surprised if the market share decreases at Apple. 
Apple has lost their momentum, because most of their (loyal) consumers already have and do not need to upgrade every year.

iPhone 16 does not seem to be interesting either. Their Generative AI story is rather "meehhh". 
AVP is still an early product. We may need min. 5 years for a clear direction of this purpose. 

There is no big upgrade momentum in every category. iPad will an OLED screen, but it does not justify an immediate upgrade. 
Apple Watch? After a fight with Massimo? I don´t know.

I think the market is hyped with AI and there is no room for Apple.

NVDA, MSFT, AMZN, GOOGL, and META have better year ahead. Apple will underperform.

Honestly, I would not be surprised if NVDA surpasses AAPL one day on the market. (Everybody will laugh at me, but nobody knows).

AAPL will underperform in this year. 
Also after their tomorrow´s earning results, their stock may go down (a lot).

I expect their stock dropping 5% ~ 10% after their earnings presented while MSFT, NVDA, AMZN and GOOGL will smash the earning expectations with promising forecasts. 

The gap of the market capitalization between MSFT and AAPL will be wider after Feb. 1. 

Why? 

Lack of interesting stories selling and telling. Even AI is uninteresting in the mobile world. 
Literally, AAPL can´t give a magic moment with their generative AI. They can only do what Google Pixel 8 can do right now.

MSFT can sell their AI story easily as the AI market looks promising in B2B.

I don´t expect any surprising moments at AAPL. 

I think AAPL will underperform in this year. 

iPhone was not a success from the beginning on. iPhone needed more than 3 years to break into the mass market. 

Vision Pro is purely and mainly for developers. After 2 or 3 successors, we will see clearly what this type of the product would impact us. 

People have blamed about lack of innovations at Apple. Now, Apple brings it out and tries to prove that our skeptical view on Vision Pro is wrong.
Give some time to Apple. 

You cannot have an innovation and an immediate success at the same time.