If you are an Apple investor this is a 'pound the table moment', says Wedbush's Dan Ives
AppleApple(US:AAPL) Youtube·2025-10-30 21:32

Core Viewpoint - The stock is showing signs of recovery, with a focus on the upcoming holiday quarter and strong iPhone demand, particularly in China [1][2]. Group 1: iPhone Demand and Projections - The guidance for iPhone demand in the holiday quarter is robust, with only one week of iPhone 17 sales accounted for in the previous quarter [2]. - Tim Cook's comments indicate confidence in the iPhone's performance during the holiday season, which is expected to drive significant sales [3][4]. Group 2: Services and AI Growth - The services segment is experiencing massive double-digit growth, contributing over 50% of iPhone revenue [5]. - There is optimism about Apple's entry into the AI space, which could significantly enhance the stock's value, potentially adding $75 to $100 per share [3][8]. Group 3: Market Position and Future Outlook - The installed base of Apple devices capable of supporting new technologies will be crucial for future growth [4]. - There is potential for a lower-priced Mac to drive revenue in underindexed markets like China and India, which could lead to quicker returns compared to long-term projects like Vision Pro [11]. - The overall sentiment suggests that there is more potential upside than downside for Apple, with projections indicating the stock could reach $350 to $400 if AI initiatives succeed [8].