Workflow
Dollar Averaging
icon
Search documents
Apple: Efficiency-Monetization Loop - Services Margin And PCC Infrastructure Support A $425 Target
Seeking Alphaยท 2025-12-21 09:37
Core Viewpoint - Apple stock (AAPL) is considered a long-term buy through dollar averaging, driven by three specific catalysts: the iPhone 17 supercycle, the monetization of Apple Intelligence, and a shift towards high-margin Services [1] Group 1: Catalysts for Investment - The iPhone 17 supercycle is expected to significantly boost sales and market presence [1] - The monetization of Apple Intelligence indicates a strategic shift towards higher-margin services, enhancing overall profitability [1] - The transition to high-margin Services is anticipated to provide a stable revenue stream, further supporting the investment thesis [1]