It is not a good idea to try to guess Oracle Omaha. Warren Buffett sold a large part of it apple (NASDAQ: AAPL) last year. This was not the first time that his position in the technology giant was reduced. In 2021, he confessed to selling “Kan”Maybe a mistake“But, amid twice the price of the last arrow, I doubt that it will repeat the same line this time.
patience
The last soundproofs of the CEO of Apple Tim Cook appear to indicate that he had produced a paper from the Buffett Play. In a recent profit call, he pushed investors to be patient because he tries to offer artificial intelligence features in iPhone. “Not first, but the bestHow to put it in an interview last year.
In an investment scene, it is measured by quarterly profits, although many of them do not have much patience. In some respects, he is right. Three years after the artificial intelligence revolution, one of the consumer products, unlike ChatGPT, was not highlighted, of course. This is despite the fact that the industry spends hundreds of billions of dollars, and with the strength of the media that explodes technology on a daily basis.
The future of iPhone
Recently, Jony Ive, the architect in iPhone’s design, sold his company to Openai for $ 6.5 billion. At the startup, it works on what was described as a “free screen” device. Some reports highlight that huge production may start early in 2027.
It is clear that the threat of Apple radar. During the continuous Google The trial of confidence, one of the senior executives in Apple, said: “You may not need the iPhone after 10 years from now, like this looks”
Looking at the current state of the very mysterious hardware technology and data that came from Sam German with regard to non -screen non -screen devices, you are not ready to give a lot of credibility to these notes. However, of course, this may change in the coming years.
Apple has a history of not rushing to a new technology, so that its full potential is understood. It was an unknown company when General Magic invented the first smartphone. The music player also did not invent.
Made in America
The biggest risk of the short term on the arrow is the customs tariff. Apple was not the largest beneficiary of China’s external manufacturing. He was definitely a major contributor to paying the evaluation to $ 3TRN.
Trump’s ambition is unlikely to see the IPHONE vision that is largely produced in the United States, in my opinion. With consumer pressure from all directions these days, I don’t think they will pay up to $ 3000 to one.
Tim Cook has already led an expectation of $ 900 million at additional costs during the next quarter. Small character, yes, but I cannot see her ending there. Without an increase in prices, excessive evaluation appears not sustainable. As I just said, I am not sure that consumers will be bound as in the past and accept such increases.
As for Bavate, it still holds a large part of the apple stock. But with a backward price of 32, I am not sure that the risks are fully priced. Therefore, I will not invest.
