Jul. 30 at 9:08 PM
$AAPL Virtually no growth in earnings and revenue. Margins flat. Stock up 3x.
Memory prices and no new tech will destroy revenue and margins 2H26.
FY26 EPS could be lower than FY25. Cheap laptops, OpenClaw and memory cost pushed 1Q and 2Q sales.
Baltra could save earnings but no progress....
You can short
$AAPL with
$AAPD in a cash account. No need for margin no risk of margin calls.