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Apple's Stock Down 20% Since Early April Amid Broader Market Losses

The fear now: supply chain issues and increasing shortages of fuel and food could cause a horrible unravelling of the stock market. You think AAPL is falling now, just wait till the end of summer when the full effect of the shortages hit. The very possiiblity of the iPhone 14 models getting delayed seriously is no longer far-fetched, in my opinion.
 
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SactoGuy18 said:
The fear now: supply chain issues and increasing shortages of fuel and food could cause a horrible unravelling of the stock market. You think AAPL is falling now, just wait till the end of summer when the full effect of the shortages hit. The very possiiblity of the iPhone 14 models getting delayed seriously is no longer far-fetched, in my opinion.
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One of the big problems right now is the availability of freight. Basically, the market is losing it's ship.
 
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SactoGuy18 said:
The fear now: supply chain issues and increasing shortages of fuel and food could cause a horrible unravelling of the stock market. You think AAPL is falling now, just wait till the end of summer when the full effect of the shortages hit. The very possiiblity of the iPhone 14 models getting delayed seriously is no longer far-fetched, in my opinion.
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End of the summer? I have no idea where you would derive that projection from what source. That’s way too far off to make any type of insinuation of what will happen. I don’t disagree things are completely unstable in almost every market as it stands, but this really is a day-by-day basis.
 
Shouldn't there be one of those stickers I see at gas stations next to the price per gallon here?
 
I like the stock!
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Robert.Walter said:
At apples scale these commodity categories would only be a drag on profits.

Apples next act involves AR, Medical, Banking and Car. Success in any one of these would drive stock up. AR not by much at first but Good results in any two of Banking, Medical, Car would be another big surge in revenue.
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If Apple enters the banking and/or medical fields they are going to be highly regulated.
 
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To all of you mentioning record profits... Yes, but that was already priced in.

Looking ahead, the market has realised that we’re entering a global recession. Some markets are seeing the highest inflation in 40 years. Cost of labour, goods, shipping, etc are all increasing.

Interest rates are going up everywhere. Tech companies are taking the toll more than others as their investments are often fuelled by lending (maybe not so much in Apples case which is why it’s faired a lot better than others)

Companies are already issuing hire freezes. Next will be layoffs. Consumer spending will decrease and luxury products will take a hit. This is what the market is seeing and it’s happening fast. I suspect it will get a lot worse before it gets better.

I would only invest money that you know you won’t need for the foreseeable future.
 
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I think at this point, Apple--due to serious supply chain issues--may just delay the iPhone 14 models until late this year. The very possibility of a long postponement of the iPhone 14 models is no longer a far-fetched proposition. Apple may have to consider an interim solution such as more iPhone SE 3 sales and possibly doing an updated version of the iPhone 11 (non-Pro) with the A15 SoC, in my opinion.
 
kingtj1971 said:
Heck, I bought a bit of it before this latest dip ... so I'm really losing money on it at the moment. (Same with Tesla.)

Will Apple be back to 170+ by the end of this year? Maybe ... maybe not. I'd say a lot depends on freeing up this supply chain shortage that's affecting semiconductors, and nobody really thinks that can be addressed for more like another 2 years from now.

I don't much care though, because I'm at the point where I'm only buying stocks where I believe in what the company makes or offers. I plan on sitting on them for the long haul. Might sell them in 5-6 years ... not 1 or 2.
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this is the correct view. most anyone trying to time the market, especially with individual stocks will end up losing. u.s. market will always go up, apple is such a giant and the biz itself is still raking in cash, it'll eventually correct. the price will rebound, holding is the smart choice for now and there's small side bonus of the dividend that can be reinvested or cashed out. either way long range view apple is strong.
 
AAPL is down 22% from the year high. Add 8% inflation and the picture gets worse.
 
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This isn't news. The market is getting murdered for lots of reasons, and tech is getting hit particularly hard.
 
mozumder said:
Eventually people around the world are going to stop buying iPhones, as their current iPhones would be plenty good enough. That's when the stock REALLY is going to crash. Especially with Target and Wal Mart showing low-end consumer retail under pressure.

Apple needs to expand into more hardware product categories. I dunno, dedicated cameras, printers, HomeKit appliances, etc..? Or make their own Amazon or social network? Lots of potential revenue options that Apple has... but I'm not sure if they've already started on these projects already, as it takes years to develop and the stock market wants to see results in months.
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Sorry to burst your bubble, but people are already holding on to their iPhones for longer periods of time.

The chief reason why iPhone sales continue to increase is due to Apple’s growing iPhone install base. Even if a smaller percentage of users upgrade every year, it still works out to more iPhones sold as an absolute number, because we are working with a larger base.

Then you have the other hardware in the Apple ecosystem, accessories, services. Apps and even Apple Pay as well.

It is this integrated ecosystem which I believe is Apple’s next big thing. Not any one new product like the Apple car or AR glasses. The deeper one is in the Apple ecosystem, the more likely the user is to purchase other complimentary products and services (and the less likely they are to migrate to competing alternatives).

Apple is, and will continue to be just fine.
 
the stock market game is not easy - dont belive the hype on social media that anyone can make big money
 
MacRazySwe said:
To all of you mentioning record profits... Yes, but that was already priced in.

Looking ahead, the market has realised that we’re entering a global recession. Some markets are seeing the highest inflation in 40 years. Cost of labour, goods, shipping, etc are all increasing.

Interest rates are going up everywhere. Tech companies are taking the toll more than others as their investments are often fuelled by lending (maybe not so much in Apples case which is why it’s faired a lot better than others)

Companies are already issuing hire freezes. Next will be layoffs. Consumer spending will decrease and luxury products will take a hit. This is what the market is seeing and it’s happening fast. I suspect it will get a lot worse before it gets better.

I would only invest money that you know you won’t need for the foreseeable future.
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And much of this is a delayed response to the pandemic’s initial market impacts from 2019. Every major economic power subsidized countless emergency social services which very likely lead to a reduction in loss of life and likely softened the blow on the general infrastructure of …. Well pretty much everything.

Now as the funds have dried up and this massive amounts investment in fortifying the western border of Europe vis a vis Russia / maybe China etc. It was only a matter of time before those who profiteered during the pandemic would fall flat on their faces. The sad part is they end up taking down (not entirely but a few notches in the productivity metric) a massive portion of various economies with them.

Even then…. Apple has a bit of a market challenge with valuation and purpose as their hardware business will eventually take a more public back seat to their software services. (iTunes media apps and so on.)

Investors like to know that the entities they invest in have clear focus. This is where Apple could get in trouble. And before anyone starts to reference Google…. Everything google does is plainly around getting telemetry on human behavior and selling that back to various interested parties in a number of ways. It’s value is more implicit than that which Apple currently brings. (Not saying Apple doesn’t have implicit value, just that it’s not as implicit as that of Google’s)

And Microsoft has already played in this space and fallen flat many times with exception to the Xbox. Now most of Microsoft’s services are SaaS offerings with licensing and so on to support it. Hence why their market value shot up so much the past few years.
 
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Warren Buffet, “It’s a gambling parlor” referencing the markets. What Apple does or does not do, the market gamblers have a different agenda, placing their bets. Putting mine on the black.
 
Wow... so many self-proclaimed experts here with so many opposing opinions. I wonder what my psychic has to say?
 
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TheYayAreaLiving 🎗 said:
Tim Cook's job is on the line guys.

I blame iPad OS, Apple Watch 7 and Mac Studio External display being over-priced.
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I agree with studio display & watch is 7 but iPadOS is pretty good honestly.

His job isn’t at risk so long as products and months of product orders still growing and happy craving customers waiting to be filled = guaranteed revenue and profits. Just like Tesla’s.

The media and competition spin is in high gear and shorties and options traders going gang busters cause they’ve been hurting for years. The foundations of each companies and their last quarters have killed all metrics by all analysts. Period! So why the drop?

Overall market fear fed hikes and FUD of the future. That’s it. Big difference in common thought and application of such with investment and disparities in less common thought = opportunity. Not investment advice just my humble opinions here.

I’d mostly say his upcoming bonus coffers would’ve been affected but the last shareholder voting lavishingly approved the increase of stock options.

Tim is good where he’s sitting. No stress on his brow.
 
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