AAPL — 8 entries on this page, 0 of them a change of direction.
If you look at Apple, it's back in business to the upside. 20-day moving average is rising. That 20 will come up through the 50. The 50 will start to rise more rapidly next week because we're getting rid of this lower data, averaging that out in the equation.
Now, let's look at a couple other stocks. We'll look at Apple. It's been trading in a range.
Let's look at some Apple. Why? You know, it's just like random. That's just like what's on my mind. Apple. Uh haven't traded here in a while. We're at 309.
Uh, you know, we're past earnings, which occurred here July 30th. We saw a gap down. We looked at this earlier. It's trading near the middle of its bowlinger bands. We're kind of in a consolidation zone.
Now, why does 34% on gross margin matter for the full year? Well, because that's really similar to Apple, which is kind of exciting because, you know, Apple's a pretty high margin business.
We know their stuff isn't exactly the cheap for a pretty penny. But if you go to any Apple financial statements, you'll see that their products also sell for about a 37% gross margin.
Now, the thing that's different about Apple that gives Apple a big premium is they sell services at about a 70 to 75% gross margin that Bloom Energy doesn't. So, the Apple products that are selling for about 37% margin, so you know, you sell $100 worth of stuff, $37 goes into the business that they can then spend on research and G&A or advertising or whatever.
Then they pay taxes on it, then they get their net, right? They got $37 $37 out of a hundred left. That is great because it doesn't just give you the $37. It leads more people to sign up for subscriptions to iCloud or, you know, whatever the the life software that they have for music or the subscriptions for any of their other products.
Or just included. That's a big W for Apple because it's really high margin.
I mean, see, they make great margins. Actually, honestly, you could kind of compare Apple to Bloom. Uh, but Apple probably brings down from memory closer to 35%. So, Apple justifies a higher peg than these guys do.
Uh, I will verify that in just a moment. So, let's see here. Apple. Okay. Well, I'm still grabbing some of these screenies here. Okay. Let's go. That's the Oracle doc. We saw the Oracle note from them.
Deposits, the upfront deposits, upfront deposits coming in as deferred revenues. People always end up seeing that in their cash flow statement and then they're like, "Look at all this cash flow."
But, you know, that's less than they're going to get up front because they're deposits. That's the whole point. That's all right. Bloom Energy. So, the big thing was bullish TAM.
Just finish screening these bullish TAM. Let's grab this. This was their guidance. This was their operating guidance. So, gross margin, net margin, margin swings all over the place, and the talk about backlogs.
Okay, perfect. So, let's put all that together and come up with some bottom lines. And Apple's becoming more of a service business, too. And those margins are very high.
There's Apple as bearish, and you know, Apple's been under a lot of pressure as you can see there.
Moving on to Apple, started the week at $324 per share. Shares of Apple declined by over 4.4% finished week at 309. The next era of a new CEO begins on September 1st, just a couple of weeks away.
John Turnus, the young John Turnus, is going to take the reins over at Apple to be the new chief executive. Bank of America, who I'm sure has talked to board of directors, other people at the company, is saying that the next era could be one that combine a lot of AI features and more and more investment.
Yeah, I mean I feel like if you look at pretty much all of these businesses, I mean they're all pumping a lot of money into capex. I mean I think the only one that I guess you could maybe argue isn't is Apple.
it wasn't that long ago that it was a big deal when we had our first trillion dollar company and those were businesses um like Google and Apple that were generating you know tens of billions of dollars uh in revenue and and you look and and in profit too
Be sure to stick around to the end where we talk about Apple's new partnership with the buy now pay later giant CLA to offer product leasing.
I've got a ton of Apple. I got a ton of Microsoft. I'm going to got, you know, Amazon, Tesla, Alphabet. I think it's all great. I'm not selling any of this stuff. I'm buying more.
