Creator sentiment
5 creators · 5 views · past 7 days
Updated October 20, 2026
The bull case
- +Four Mac Studios (~$40,000) can run a 700GB model that would otherwise need nine H100s or 22 RTX 5090s costing far more, making Apple hardware attractive for local AI inference.
- +A family member's 2013 call that 'the next Apple is Apple' proved 100% right, and the stock has roughly 10xed since.
- +Apple serves as a placeholder for large-cap tech, whose size, scale, and growth have been astounding.
The bear case
- −Elevated PE and forward PE ratios despite lackluster revenue growth.
- −75% of production comes from China and about 16% of revenues, creating geopolitical risk.
- −Half of revenues come from iPhone; needs a lower-cost product for emerging markets.
What StockTubers recently said
📹 The Collapse is Starting: Is this the Black Swan?
Four Mac Studios (~$40,000) can run a 700GB model that would otherwise need nine H100s or 22 RTX 5090s costing far more, making Apple hardware attractive for local AI inference.
📹 Flying Cars, Smart Homes, and Cracks in the AI Boom
HomeView is an incremental product that reinforces Apple's ecosystem but doesn't redefine anything. · Apple's walled garden approach may limit success in the smart home market, where open standards are winning. · Siri's utility remains questionable and may never become a significant revenue driver.
📹 The Next Apple Was Apple All Along
A family member's 2013 call that 'the next Apple is Apple' proved 100% right, and the stock has roughly 10xed since. · Apple serves as a placeholder for large-cap tech, whose size, scale, and growth have been astounding.
