I think for Apple stock, the hype is already largely priced into the stock price. In many cases, the stock went up before the keynote and dropped right afterwards, even if they showed something cool.
As I keep saying, my money would be on NXP due to the NFC announcement. The stock has already risen a lot, but I feel there's more to come if Apple announces a partnership with Visa based on NXP's chips. Another option is Invensense, because the iWatch is likely going to contain motion sensors of some kind, but that is a less safe bet. NXP is such a safe bet that for the first time in my life, I am considering borrowing money to invest into stock.