The Compound 对 $AAPL 的判断变化

2026-09-01看涨
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基于蒂姆·库克成功的领导力和巨大的股东回报,说话者长期看好AAPL。

上周我们谈到的一张图表,Ed Zitron 刚刚猛烈抨击过,是关于英伟达的盈利,过去 12 个月的净利润与亚马逊、苹果的比较。我说:“天哪,这太惊人了。”他说:“不,不是的。不,不是的。

这不是真的。这都是加价。”我说:“不,不是的。不是加价。”我们看了营业利润。图表完全一样。英伟达的营业利润,也就是业务实际产生的利润。

One of the charts that we spoke about last week that Ed Zitron just steamrololled over was Nvidia's earnings, net income over the last 12 months compared to Amazon, uh, compared to Apple. And I said, "Holy [ __ ] this is remarkable." And he go, "No, it's not. No, it's not. It's not real. It's all the markups." "No, it's not. It's not the markups." We looked at operating earnings. It's the exact same chart. Operating earnings for Nvidia, what the business is actually generating.