Bullish on Apple fundamentals (Mac growth), but views current valuation as too high; prefers entry at a discount.

Well, those foldable phones phones you couldn't open up and watch Apple TV Plus, which I think is kind of And the thing is people are going to buy it. I think that's what people are missing about Apple is people are going to buy this phone.

If you could put the iPhone Fold in your pocket, which obviously you will be able to, man, now you actually have a larger device that you could use hopefully, you know, the uh stylus on.

Uh so, anywh who uh okay, so let's go deeper here uh into this.

Man, they had so much potential to make this a real bitching event. Here's Apple. It's actually interesting. Apple's uh basically I got a line here at 332 on Apple. We got within two bucks and rejected here.

Apple. Some of these are boring.

Oh, they take you to their website because they don't want to pay the 30% to Apple.

Apple down 2% and Apple discount.

we also have a problem coming from the fact that Mac is now blowing out these amazing 256 to 512 unified RAM products, which is bullish. Apple honestly could totally surge their growth rates from a Wall Street expected 9% to 20%.

Which again, bullish Apple. I want there to be a discount on freaking Apple stock because I'm bullish Apple. I just think it's a little pricey right now. Like if I'm going to pay the Apple pricing right now, I feel like I'm better off buying cyber security plays at at these sort of values.

Obviously, a big Apple Watch enthusiast, love fitness, love running, love working out in the gym.

So, on the twofold physical argument, so I don't know if you'd be able to there's probably no way you're going to be able to see this zoomed in up close and with light. I don't think you're going to be able to see it.

Uh, but the problem with this physically is this will actually scrape up against a lot of your Olympic weight bars when you're working out. And so I end up having to take it out off exactly when you don't want to take it off.

Like if you're doing pull-ups or whatever, it's kind of annoying. So I found that to be annoying as like a, you know, somebody weight training and it's really scratched up and really damaged.

You know, I guess you could get more of a stainless color, but I got the black color. it just it kind of looks like crap over time when you actually use it in the gym, which if it's a health device, that kind of sucks.

Okay, the second uh issue with this is that while heart rate variability is something that this and the Whoop can track and the Apple Watch can't, Apple is expecting to revamp at their Apple event next week.

So, you could wait to see what that catalyst is. but their Apple Watch. Now, I'm a big fan of wearing the Apple Watch as well while working out because you get heart rate tracking.

You get to track your workout, your fitness, your calorie expenditures while still getting notifications for phone calls or texts, calendar events, alarms, whatever. Sleep tracking.

You get a lot on this. The one thing you don't get on this is heart rate variability tracking. If Apple comes out with heart rate variability, you kill one of the big benefits of the Aura Ring and the Whoop.

And I think the company knows that competition is coming. Hence, best time to IPO at peak. That's doesn't bode well for future investors in my opinion.

Uh in addition to this uh competition that you have here, you do have Whoop, but that brings up the second physical downside of both of these. Maybe it's just more of like a vanity thing for some people.

A lot of people might not care, but you're always going to kind of have like the tan line issue with the more var more uh devices that you wear. It's true of the watch, but if you're wearing a watch, a Whoop, and the Aura ring, cosmetically, it's not the best for most people.

So, I feel like there are a lot of folks who are like, h, there's a limit. Like, I'll take the data. I got the data. Now, you know what? I don't want that obligation anymore. Now, Whoop has tried to flip that on its head by saying, well, you could wear like clothing that keeps the Whoop sensor in it, like underwear.

But that has to be changed out a lot because if you're wearing stuff for working out, it gets smelly and you kind of got to wash it every single day, especially underwear. So, the functional purposes of like all these health trackers, the best the biggest winner long term is going to end up being in my opinion the Apple Watch.

And you've also now got competition in the uh AirPods where they're tracking your your you know uh your pulse in your ear to try to minimize the kind the level of wearables that you have to wear.