I last covered Apple ( AAPL ) after its stunning 2025 third-quarter earnings, and you can read about it here . The magnitude of their revenue beat convinced me to upgrade my ratingI am an investor with over 7 years of experience in the financial markets. Currently pursuing an MBA from the University of Illinois at Urbana-Champaign, where I specialize in Finance and Marketing, my academic background has equipped me with a strong foundation in business strategy, financial analysis, and market dynamics. My inv ...

I am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the markets for several years, and am primarily focused on long/short equities. I hold a Bachelor of Science Degree from Lehigh University, where I double majored in Finance and Accounting, with a minor ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] Group 1: Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months [1] - Fundamental analysis is employed to assess the health of companies, their leverage, and to compare financial ratios with sector and industry averages [1] Group 2: Stock Selection Criteria - Stocks are screened based on recent sell-offs, with a preference for those where insiders have purchased shares post-decline [1] - Professional background checks are conducted on insiders who buy shares after sell-offs [1] Group 3: Technical Analysis - Technical analysis is utilized to optimize entry and exit points, primarily using multicolor lines for support and resistance levels on weekly charts [1] - Trend lines are drawn in multicolor patterns to aid in analysis [1]

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All right, Diane King Hall is with me and we continue to take a look at some of these big tech names and what a week it was for Microsoft in particular, Apple, too. Let's uh hear some details. >> Yeah, we've got uh some analyst activity across the Mag 7 to kick off the week here.Uh and this is Philip Securities taking a look at both Apple and Microsoft and you've got upgrades for both of them. We'll start out with Microsoft. They've upgraded Microsoft to buy from accum accumulate.They are keeping the price ...

Core Insights - Apple Inc. is expected to experience significant growth in iPhone sales, particularly with the high-end iPhone 17 Pro models, leading to the highest sales increase in over four years [2] - The company's total revenue is projected to reach a record $138.43 billion, reflecting an 11.4% increase [2] - Apple aims to enhance its iPhone offerings with AI features through a partnership with Google's Gemini, which is anticipated to improve market positioning without substantial investment [3] Financial Performance - Analysts predict a 13.8% increase in iPhone revenue for the October-December fiscal first quarter [2] - Greater China sales are expected to grow by approximately 15%, while services revenue is forecasted to rise by 14.1% [3] - The company held a 20% market share in the global smartphone market in 2025, up from 18% the previous year [2] Market Position and Challenges - Despite strong sales, Apple faces potential margin pressures due to rising expenses linked to a global shortage of memory chips [3] - The stock has seen a decline of 4.70% year-to-date as of January 29, 2026 [4]

Core Viewpoint - The traditional television and projector markets in China are experiencing significant declines in sales, with domestic brands dominating the market but struggling to find new growth opportunities as consumer preferences shift towards smaller screens and alternative entertainment formats [5][10][30]. Group 1: Television Market Trends - The domestic television market is projected to see a shipment volume of 32.895 million units in 2025, a year-on-year decline of 8.5%, marking the lowest level in nearly 16 years [5][12]. - Major domestic brands such as Hisense, TCL, Xiaomi, and Skyworth accounted for approximately 25.6 million units shipped, holding a market share of 77.8%, despite a 9.2% decline in sales [12]. - Foreign brands like Samsung, Sony, Philips, and Sharp have seen their combined shipments drop below 1 million units in 2025, leading to strategic exits from the market, such as Panasonic's plan to sell its TV business [13]. Group 2: Projector Market Trends - The projector market faced a total annual sales volume of 5.203 million units in 2025, down 13.9% year-on-year, with sales revenue of 8.36 billion yuan, a decline of 16.5% [14]. - Despite government subsidies aimed at boosting sales, the projector market continued to decline due to diminishing effects of these subsidies and preemptive consumer demand [16][17]. - Among leading brands, only the brand XGIMI saw a 12% increase in sales, while others like JmGO and Dangbei experienced declines [17]. Group 3: Changing Consumer Preferences - The rise of micro-short dramas and short videos has shifted consumer entertainment preferences towards smaller screens, with the micro-short drama market reaching a value of 100 billion yuan in 2025, nearly double that of the national film box office [22][23]. - The user base for micro-short dramas reached 696 million by mid-2025, accounting for nearly 70% of internet users, indicating a significant shift in viewing habits [24]. - New products like "girlfriend machines," which are large tablets on wheels, have shown a 45.4% increase in sales, suggesting a growing demand for portable and versatile entertainment devices [28]. Group 4: Future Market Outlook - Predictions indicate that the television market will see shipments drop to 30.12 million units in 2026, a decline of 8.4%, while the projector market is expected to decrease by about 2% to 5.089 million units [30]. - The upcoming 2026 World Cup may provide a temporary boost to large screen usage, as past events have shown significant marketing success for brands like Hisense [31]. - Despite domestic market challenges, Chinese brands are gaining ground internationally, with a combined global market share of 31.3% for TCL, Hisense, and Xiaomi, surpassing South Korean competitors [33].

2月2日，智通财经获悉，华为获得1月份中国手机市场份额第一。与此同时，华为在1月开启了春节限时 优惠，部分手机最高降价2000元。 2月2日，智通财经获悉，华为获得1月份中国手机市场份额第一。与此同时，华为在1月开启了春节限时 优惠，部分手机最高降价2000元。 ...

Core Viewpoint - Tony Fadell, the creator of the iPod, advocates for Apple to relaunch the iPod to capitalize on nostalgia and cater to a market seeking a more focused music experience [1][2]. Group 1: Nostalgia and Market Demand - The original iPod, which could hold 1,000 songs, ended production in 2019, and the nostalgia surrounding it presents an opportunity for Apple to reintroduce the device [2]. - Fadell emphasizes that many consumers desire a "pure" music experience without the distractions of smartphones, indicating a potential market for a modern iPod [4]. Group 2: Industry Trends and Comparisons - The rise of "dumb phones" reflects a trend where consumers are simplifying their tech interactions, which could align with a renewed interest in standalone music devices like the iPod [4]. - Fadell draws parallels with Sony's recent strategy of reviving turntables while moving away from TVs, suggesting that there is a market for retro technology that meets current consumer preferences [6][7].