Stocks / Technology Hardware
AAPLTechnology Hardware
Apple Inc.
$336.101d +0.8%5d +3.2%settled close · 2026-09-17
Mkt cap $3.76T (4/10)β 0.5852w $237–341Shares 14.68BInd. Electronic ComputersNasdaq since 1980Emp. 166,000HQ Cupertino, CAapple.com
The tape, with the calls on it
Who said what, and what AAPL did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about AAPL
28 long3 neutral16 shortlatest 2026-09-10
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-09-10 | Gene MunsterManaging Partner, Deepwater Asset Mgmt | Bullish | Bloomberg Surveillance | The iPhone Duo foldable should reach 10% of iPhone sales — double prior expectations — marking Apple's first… |
| 2026-08-11 | Anastasia AmorosoChief Investment Strategist, iCapital | Bullish | CNBC Halftime Final Trades | As a contrarian call, memory semiconductor bottlenecks will resolve and eventual ASP declines benefit Apple's… |
| 2026-08-11 | Jim Lebenthal (Cerity)Partner, Cerity Partners | Bearish | CNBC Halftime Final Trades | Agrees with Jefferies underperform thesis — margin pressure from soaring memory costs, years of undelivered… |
| 2026-08-11 | Karen Firestone (Aureus)CEO, Aureus Asset Management | Bullish | CNBC Halftime Final Trades | Apple follows a predictable valuation cycle — at 33x forward PE the stock attracts criticism and overweight… |
| 2026-07-31 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | Apple is positioned to become the consumer AI tollbooth by using App Store leverage to mandate… |
| 2026-07-18 | Jason CalacanisAngel investor | Bullish | All-In Podcast | Apple's upcoming M7 Ultra chip (1.5TB RAM support) will enable frontier-level models to run locally, putting… |
| 2026-07-09 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC Television | Apple has an unmatched consumer product installed base of 2.5B devices—now delivering Gemini AI as the… |
| 2026-07-03 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC Halftime Final Trades | Apple is the only Mag7 name within 5% of all-time highs and carries multiple upcoming catalysts — five new… |
| 2026-06-29 | Chris BloomstranPresident & CIO, Semper Augustus Investments | Bearish | Excess Returns Clips | Apple trades at ~35x earnings but can grow its top line only 6-7% with no room for further margin expansion… |
| 2026-06-25 | Jim Lebenthal (Cerity)Partner, Cerity Partners | Bullish | Tom Lee | Apple has pulled back to its April year-to-date low and the rising 200-day moving average (~$269), a support… |
Show all 47 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-06-18 | Aswath DamodaranProfessor of finance, NYU Stern | Bullish | Excess Returns | Apple's deliberate restraint on AI CapEx — refusing to enter a capital-intensive game it is not equipped to… |
| 2026-05-15 | Chamath PalihapitiyaFounder, Social Capital | Bullish | All-In Podcast | Apple's extraordinary hardware footprint (M-series chips, massive RAM) gives it a clear path to running local… |
| 2025-11-29 | Bill AckmanCEO, Pershing Square | Short | Unreleased Podcast | The Magnificent 7 are collectively overvalued because AI capex ($400B+ annually) vastly exceeds AI revenues… |
| 2025-07-24 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Apple is down ~15% on the year, carries a fortress balance sheet with higher credit quality than the US… |
| 2025-07-04 | Joe FahmyManaging Director, Zor Capital | Neutral | The Compound | Apple's ratio to the S&P 500 will never reach a new all-time high because the company can only generate… |
| 2025-06-23 | Chamath PalihapitiyaFounder, Social Capital | Bearish | All-In Podcast | iPhone revenue has completely stalled, the add-on hardware strategy ('this and that') is a short-term revenue… |
| 2025-06-20 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bearish | The Compound | Apple has permanently peaked in relative market dominance and will not recover to prior relative highs… |
| 2025-06-16 | Jim Lebenthal (Cerity)Partner, Cerity Partners | Neutral | CNBC Halftime Committee | Apple lacks a convincing near-term AI catalyst to justify adding exposure when better-positioned alternatives… |
| 2025-06-05 | Cathie WoodCEO & CIO, ARK Invest | Bearish | Chris Davis | Apple repeatedly failed to get autonomous-vehicle AI right (serial management turnover on the project) and… |
| 2025-05-29 | Scott GallowayNYU Stern professor & podcast host | Neutral | Prof G Pod (Galloway) | Tariff threats and China-decoupling risks are not existential for Apple because neither Xi nor Trump can… |
| 2025-04-29 | Joel GreenblattCo-CIO, Gotham Asset Management | Bearish | The Swedish Investor | At a ~3% earnings yield and needing ~10 more years of 7–8% growth to reach a 6% yield threshold, Apple fails… |
| 2025-03-02 | Brad GerstnerFounder & CEO, Altimeter Capital | Bearish | Bg2 Pod | Apple self-selected out of the frontier AI race by relying on third-party integrations (OpenAI, Gemini)… |
| 2025-02-21 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bearish | Wealthion | Apple's law-of-large-numbers problem makes sustained 20-25% growth nearly impossible from its current base… |
| 2025-02-21 | Brian Belski (BMO)Chief Investment Strategist, BMO | Bullish | The Compound | Apple's price-to-free-cash-flow valuation and exceptional earnings consistency justify holding at market… |
| 2025-02-14 | David EinhornFounder, Greenlight Capital | Bearish | SKAGEN Fondene | Apple has re-rated from ~9x to ~40x earnings while revenue growth has slowed to below nominal GDP, making… |
| 2025-02-05 | Thomas Hayes | Bearish | Fox Varney & Co | Apple is prime regulatory retaliation target for both China and the EU's anti-coercive instrument due to its… |
| 2025-01-31 | Dan IvesTech analyst, Wedbush Securities | Bullish | The Compound | Apple is the consumer AI tollbooth — 1.5B iPhones and 2.3B iOS devices mean Apple gets paid regardless of… |
| 2025-01-29 | Alex CampbellFounder & CEO, Rose AI | Bullish | Forward Guidance | Apple's unified memory architecture (GPU and RAM on one chip) makes Mac Minis the best dollar-per-GPU… |
| 2025-01-28 | Louis Vincent GaveCo-founder & CEO, Gavekal | Bearish | Wealthion | Apple has not grown sales in four years yet trades at roughly 35x earnings, making it an unattractive… |
| 2024-12-12 | Jesse FelderAuthor, The Felder Report | Bearish | Wealthion | Apple trades at a record 40x earnings during its slowest revenue and earnings growth period, a valuation… |
| 2024-11-01 | John BuckinghamCIO, Value87 Investment Partners | Bullish | The Business Brew | Apple's ecosystem is nearly impossible to replicate, the iPhone is an indispensable consumer product, and the… |
| 2024-09-26 | Terry SmithFounder & CIO, Fundsmith | Bullish | Financial Planner Life Podcast | Apple's mobile-device ecosystem creates deep consumer lock-in and recurring services revenue, making it a… |
| 2024-09-02 | Dan IvesTech analyst, Wedbush Securities | Bullish | The Compound | iPhone 16 unlocks a consumer AI supercycle with roughly 300 million iPhones unupgraded for four or more… |
| 2024-04-10 | Terry SmithFounder & CIO, Fundsmith | Bullish | Algy's Investment Podcast | Apple's Services business — 800M users, 20%+ of revenue growing at 2x the handset rate with 78% gross margins… |
| 2023-12-20 | Warren BuffettChairman, Berkshire Hathaway | Bullish | OnefootHurdle | Apple has an unmatched consumer utility and switching-cost moat—users would not give up their iPhone for… |
| 2023-12-04 | Chris BloomstranPresident & CIO, Semper Augustus Investments | Bearish | The JRo Show | The basket added 10 full S&P percentage points in one year and now trades above 30x earnings in aggregate… |
| 2023-09-26 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | interview | Apple has no visible secular threat over the next 5-10 years and should be held like a founder or… |
| 2023-08-16 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | Meb Faber | Apple should not be trimmed because there is no visible permanent secular decline on the horizon for the next… |
| 2023-06-15 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Apple's unique market position and consumer ecosystem make it irreplaceable, and Fed tightening aimed at wage… |
| 2023-05-07 | Warren BuffettChairman, Berkshire Hathaway | Bullish | Value Investing & Finance News | Apple has created an extraordinarily sticky consumer utility that commands pricing power and loyalty far… |
| 2022-09-28 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bearish | CNBC Halftime Committee | At 24x earnings with flat-to-2% iPhone unit sales growth expected, Apple's valuation is too rich relative to… |
| 2022-09-28 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Halftime Committee | Balance sheet strength and aggressive buyback activity justify paying a 24x premium, but the position will be… |
| 2022-05-24 | Bill MillerFounder, Miller Value Partners (retired) | Bearish | Preston Pysh | Apple is expensive relative to its trend line and has broken down technically, suggesting more downside ahead… |
| 2019-10-24 | Unknown | Bullish | CNBC Fast Money Final Trade | High sentiment is worth monitoring but not a sell signal — the multiple remains defensible at current levels |
| 2018-10-29 | Carl IcahnActivist investor — Icahn Enterprises | Bullish | Investing Principle | Apple is misunderstood as a mere hardware company when it has built an unassailable ecosystem; ex-cash it… |
| 2018-08-30 | Carl IcahnActivist investor — Icahn Enterprises | Bullish | Business Casual | Apple is not a hardware company but an ecosystem business trading at only 11x earnings versus the S&P at 18x… |
| 2017-04-04 | Joel GreenblattCo-CIO, Gotham Asset Management | Bullish | Talks at Google | Apple trades at roughly half the S&P 500's valuation multiple with a 10% free cash flow yield and high… |
Idea Scout tracks who’s
talking across television, podcasts, and interviews — every stance
dated to the appearance it came from.
Sign up free →
Earnings
Next report: 28 Oct 2026 after the close
Confirmed date · consensus EPS 2.02. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where AAPL’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 9 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-10 | ||||||
| 2026-09-01 | ||||||
| 2026-07-16 | ||||||
| 2026-06-25 | ||||||
| 2026-06-09 | ||||||
| 2026-04-20 | ||||||
| 2026-04-15 | ||||||
| 2026-04-07 | ||||||
| 2026-03-27 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
AAPL is in this morning’s Brief.
Get The Brief — $20/mo →