Latest / Earn Your Leisure / Apple Stock Analysis: Crisis or Buying Opportunity?
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- 0:00Speaker 1: An illegal alien from Guatemala charged with raping a child
- 0:03Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
- 0:07Speaker 1: accused of murdering a Texas man of Venezuelan charged with
- 0:11Speaker 1: filming and selling child pornography in Michigan. These are just
- 0:15Speaker 1: some of the heinous migrant criminals caught because of President
- 0:19Speaker 1: Donald J.
- 0:20Speaker 2: Trump's leadership.
- 0:21Speaker 1: I'm Christy nom the United States Secretary of Homeland Security.
- 0:25Speaker 1: Under President Trump, attempted illegal border crossings are at the
- 0:29Speaker 1: lowest levels ever recorded, and over one hundred thousand illegal
- 0:33Speaker 1: aliens have been arrested. If you are here illegally, your
- 0:37Speaker 1: next you will be fined nearly one thousand dollars a day, imprisoned,
- 0:41Speaker 1: and deported.
- 0:42Speaker 2: You will never return.
- 0:44Speaker 1: But if you register using our CBP home app and
- 0:47Speaker 1: leave now, you could be allowed to return legally.
- 0:50Speaker 2: Do what's right. Leave now.
- 0:53Speaker 1: Under President Trump, America's laws, border and families will be protected.
- 0:57Speaker 3: Sponsored by the United States Department of Homeland Security.
- 1:00Speaker 4: Apple the number one talked about stock on market Monday,
- 1:05Speaker 4: so Apple has lost two hundred billion well last week.
- 1:10Speaker 4: Last week, it lost two hundred billion in two days
- 1:13Speaker 4: after reports of iPhone ban in China, so in a
- 1:17Speaker 4: significant turndown downturn, Apple's market value was decimated by two
- 1:24Speaker 4: hundred billion in the span of two days. This decline
- 1:28Speaker 4: is connected to the emerging reports surrounding a potential ban
- 1:32Speaker 4: of iPhone sales in China, a critical market for the
- 1:36Speaker 4: tech giant. The news is evidently caused unrest among investors,
- 1:41Speaker 4: resulting in a sell off that negatively impacted Apple stock
- 1:46Speaker 4: value last week. For sure, Wow, the ramifications of such
- 1:51Speaker 4: band are not clear at the moment. The market reaction
- 1:55Speaker 4: reflects concerns over the sustainable role of the Chinese play
- 1:59Speaker 4: and Apple's revenue stream. So this is something as extremely
- 2:03Speaker 4: concerning for the tech industry and.
- 2:06Speaker 5: Apple and Apple shareholders. So what does this mean.
- 2:12Speaker 6: It's pretty interesting, right, a company loses two hundred billion
- 2:15Speaker 6: and it doesn't feel like this is the end of
- 2:17Speaker 6: the world. It doesn't even feel like this is like
- 2:20Speaker 6: super major. I think the bigger part of the issue
- 2:24Speaker 6: is what the Chinese government has done, because I think
- 2:28Speaker 6: that speaks higher volumes and so the agency they are
- 2:31Speaker 6: telling pretty much the citizens to refrain from using Apple
- 2:35Speaker 6: iPhones and other foreign based brands for work or bringing
- 2:39Speaker 6: them into the office as part of a broader effort
- 2:41Speaker 6: to reduce the reliance on foreign technology. I think that's
- 2:44Speaker 6: the piece that is interesting, right. They're trying to make
- 2:47Speaker 6: sure that their citizens don't use foreign technology. So Apple,
- 2:50Speaker 6: of course is part of that. I think that's the
- 2:52Speaker 6: bigger play the two hundred billion. Yes, there's nothing to
- 2:55Speaker 6: sneeze that, but for a company like Apple, I'm not
- 2:59Speaker 6: sure how much of a detriment is now. If that
- 3:02Speaker 6: band stays in place, that's going to affect a lot
- 3:04Speaker 6: of companies and a lot of businesses, Apple being one.
- 3:06Speaker 6: But the other side of it is that while they're
- 3:09Speaker 6: telling you to not use the iPhone and they're trying
- 3:12Speaker 6: to ban the use in the workplace, they've announced the
- 3:15Speaker 6: new Wildwei phone.
- 3:17Speaker 5: What do you know.
- 3:20Speaker 6: This is? I mean the timing of this is impeccable, right,
- 3:22Speaker 6: because you put the band in place. On Thursday, you
- 3:26Speaker 6: announce Chinese manufacturer Wilawey, which is probably the biggest tech
- 3:30Speaker 6: phone tech company in China. They announced their new phone
- 3:33Speaker 6: that's coming out, the May sixty pro smartphone, and so
- 3:37Speaker 6: you talk about all the great features that it has.
- 3:39Speaker 6: You want them to stop relying on foreign based technology. Well,
- 3:42Speaker 6: here comes our technology. I mean from a standpoint of
- 3:46Speaker 6: media and spreading propaganda. The sales of the Wildwei phone
- 3:51Speaker 6: were great, and part of it had to do with
- 3:54Speaker 6: the announcement of Hey, we want you to stop using
- 3:56Speaker 6: that American phone.
- 3:58Speaker 4: H yes, yea h h u A w E.
- 4:04Speaker 7: I correct, Yes, I don't want to sneeze at a
- 4:09Speaker 7: two hundred billion dollar loss. But for context, this is
- 4:11Speaker 7: like a Lucid motors or a Snapchat. I want everyone
- 4:16Speaker 7: right now in chat to go Google. What is the
- 4:18Speaker 7: annual revenue of AirPods? So even if this band does
- 4:23Speaker 7: last for a little bit longer, when when the AirPods
- 4:26Speaker 7: are producing more revenue than Adobe, I'm not as worried.
- 4:30Speaker 8: The part that that does have.
- 4:31Speaker 7: Me concerned is that Chinese started to counteract some of
- 4:34Speaker 7: the things that we were doing. So when we blocked
- 4:36Speaker 7: Wawa last year, years ago or two years ago, yes,
- 4:41Speaker 7: slee right on the enterprise side and on the government
- 4:43Speaker 7: side that they block our iPhones, but.
- 4:46Speaker 8: An Apple's chest move. I was telling someone this, I
- 4:48Speaker 8: think on your post.
- 4:50Speaker 7: This is why Apple has slowly built a regime in
- 4:54Speaker 7: manufacturing in India, and it may take three years for
- 4:58Speaker 7: that to be fully in swing. But when war benefits
- 5:02Speaker 7: nobody but Arma med Dillers. But if you are going
- 5:05Speaker 7: to go to war, you're going to have to know
- 5:06Speaker 7: who your allies are and where you're going to be
- 5:08Speaker 7: able to replace that revenue. The Ai're going to be
- 5:10Speaker 7: able to replace that revenue in India. The third point
- 5:14Speaker 7: I want to make this is really just yes, it
- 5:17Speaker 7: factored in, but it wasn't the catalyst that caused it
- 5:20Speaker 7: to fall. When Apple hit a high couple months ago
- 5:23Speaker 7: one ninety four to fifty and it retested last week
- 5:25Speaker 7: of one to eighty nine, and some change, the market
- 5:27Speaker 7: is just like everything is like ninety five percent to
- 5:30Speaker 7: ninety seven percent off of its highs. We're just seeing
- 5:34Speaker 7: a pullback overall. And there's a lot of geopolitical concern
- 5:38Speaker 7: that we have. Even with the arm IPO, which we will
- 5:40Speaker 7: talk about later. The biggest issue that I have there
- 5:43Speaker 7: is that the exposure to China, same with Taiwan Semiconductor,
- 5:46Speaker 7: we'll talk about later. The only reason I haven't liked
- 5:49Speaker 7: them more than in video, and then video is the
- 5:51Speaker 7: greatest benefactor there is because of the exposure and potential
- 5:54Speaker 7: war with China. If that was not there, TSM would
- 5:57Speaker 7: have probably been up five hundred percent. So in a
- 6:01Speaker 7: grand scheme of things, am I worried about a two
- 6:02Speaker 7: hundred billion dollar loss in Apple when they find a
- 6:05Speaker 7: way to charge your card in the middle of night
- 6:06Speaker 7: for all those services, Did you get out the app store?
- 6:09Speaker 8: No?
- 6:10Speaker 7: The airport revenue is there. But I do think we
- 6:14Speaker 7: have to find ways to be able to get along
- 6:16Speaker 7: with the superpowers that are China, India which does not
- 6:20Speaker 7: care about globalism as much as we do, and a
- 6:24Speaker 7: couple other emerging markets as well, especially the super continent
- 6:27Speaker 7: of Africa. We have to have good geopolitical tact there
- 6:32Speaker 7: and order for business to continue to thrive. For everyone
- 6:36Speaker 7: who's asking is this is the time to get out
- 6:37Speaker 7: of Apple, I'll buy all your shares off you.
- 6:40Speaker 8: No, now's not the time.
- 6:43Speaker 6: Yeah, I mean, so we saw it what we're seeing
- 6:45Speaker 6: it now with Apple. But if you think back earlier
- 6:47Speaker 6: in the year when America government said that they told Nvideo, hey,
- 6:52Speaker 6: we got to slow down on the sales of our
- 6:54Speaker 6: chips to the Chinese population because we don't want them
- 6:57Speaker 6: getting technologically advanced about that. That's part of it as well,
- 7:02Speaker 6: and so even inside of the Huawei phone they're not
- 7:05Speaker 6: using in video chips. They're using chips that have made
- 7:07Speaker 6: specifically semis that are made from Chinese companies. So you're
- 7:12Speaker 6: starting to see like these geopolitical issues spill into the
- 7:15Speaker 6: companies that we know very well.
- 7:16Speaker 5: You can't invest in Inwi. It's not a public traded stock.
- 7:20Speaker 6: Right weekend, No, we can no.
- 7:25Speaker 4: So if anybody that's interested in learning more about that company,
- 7:28Speaker 4: you won't give them any more insight on.
- 7:30Speaker 7: That the apple of China pretty much, that will be
- 7:35Speaker 7: the easiest like tagline if you will for them.
- 7:39Speaker 6: Earners, what's up? You ever walk into a small business
- 7:42Speaker 6: and everything just works like the checkout is fast, the
- 7:45Speaker 6: receipts are digital, tipping is a breeze, and you're out
- 7:49Speaker 6: the door before the line even builds odds are they're
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- 8:48Speaker 6: This episode is brought to you by P and C Bank.
- 8:51Speaker 6: A lot of people think podcasts about work are boring,
- 8:54Speaker 6: and sure they definitely can be, but understanding a professionals
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- 9:30Speaker 1: An illegal alien from Guatemala charged with raping a child
- 9:33Speaker 1: in Massachusetts. An MS thirteen gang member from El Salvador
- 9:38Speaker 1: accused of murdering a Texas man of Venezuelan charged with
- 9:42Speaker 1: filming and selling child pornography in Michigan. These are just
- 9:46Speaker 1: some of the heinous migrant criminals caught because of President
- 9:50Speaker 1: Donald J.
- 9:50Speaker 2: Trump's leadership. I'm Christy nom the.
- 9:52Speaker 1: United States Secretary of Homeland Security. Under President Trump, attempted
- 9:57Speaker 1: illegal border crossings are at the lowest life ever recorded,
- 10:01Speaker 1: and over one hundred thousand illegal aliens have been arrested.
- 10:04Speaker 1: If you were here illegally, your next you will be
- 10:08Speaker 1: fine nearly one thousand dollars a day.
- 10:10Speaker 2: Imprisoned and deported, you will never return.
- 10:14Speaker 1: But if you register using our CBP home app and
- 10:17Speaker 1: leave now, you could be allowed to return legally.
- 10:20Speaker 2: Do what's right. Leave now.
- 10:23Speaker 1: Under President Trump, America's laws, border and families will be protected.
- 10:28Speaker 3: Sponsored by the United States Department of Homeland Security.
- 10:30Speaker 7: The well designed phones maybe even has an edge on Apple.
- 10:33Speaker 7: If Samsung had a sister company in terms of like
- 10:37Speaker 7: technological innovation, whil what will be it? But this is
- 10:40Speaker 7: chess in wargames now through tech we've talked about it before.
- 10:44Speaker 7: These wars are not going to be fought with boots
- 10:46Speaker 7: on the ground, is going to be fought with AI
- 10:48Speaker 7: intelligence and programming a nation how to feel about something.
- 10:53Speaker 7: And the truth is, it was a mistake for a
- 10:55Speaker 7: long ago for America to ship all of his jobs
- 10:58Speaker 7: over to Indie and China while out telling African Americans
- 11:01Speaker 7: and brown people there are no jobs available for you.
- 11:04Speaker 7: Now you've built up a superpower who wants to come
- 11:06Speaker 7: and deshore you when you could have taken care of
- 11:07Speaker 7: your own. To every economist, they cannot tell me that
- 11:11Speaker 7: it is better fit for the economy to outsource jobs
- 11:14Speaker 7: to another country that does not pay taxes here opposed
- 11:18Speaker 7: to taking care of its own people. Majority of the
- 11:21Speaker 7: brands that are going through a lot of drama right
- 11:23Speaker 7: now and trauma did not take care of their Adam
- 11:26Speaker 7: excuse me, did not take care of the African American
- 11:28Speaker 7: community like Adam twenty two.
- 11:30Speaker 8: I'm sorry for whatever you were going through last week.
- 11:32Speaker 8: I'll see you in a couple of weeks.
- 11:34Speaker 7: But we need to start having an index owned companies
- 11:36Speaker 7: that actually treat us well because it's starting to have
- 11:38Speaker 7: an economic impact on the bottom line.
- 11:41Speaker 5: Are you going to actually see Adam twenty two.
- 11:44Speaker 8: Yeah, he had a little issue last week. He had
- 11:46Speaker 8: a love pr issue. So I'm gonna go see him
- 11:49Speaker 8: in two.
- 11:49Speaker 5: Weeks, see him for what you're doing a show?
- 11:52Speaker 8: Yeah from the interview. Okay, So y'all want to come.
- 11:57Speaker 7: Pouse big Ball, especially on that show, and don't have
- 12:03Speaker 7: lean on set.
- 12:04Speaker 8: It ain't that type of show. It's not that type
- 12:07Speaker 8: of show. Shot to your clean and all that, but no.
- 12:09Speaker 6: Shout out to your clean.
- 12:13Speaker 5: Okay. So is this an opportunity to buy Apple stop?
- 12:19Speaker 8: I believe so. Not at this price.
- 12:21Speaker 7: I like it stock club clup, don't kill me if
- 12:24Speaker 7: it's like one seventy one or one sixty three.
- 12:27Speaker 8: I like it at the area.
- 12:28Speaker 7: But no one that is an investor in long term,
- 12:32Speaker 7: even though it's a boring company quote unquote, we talk
- 12:36Speaker 7: about it all the time. No one can name me
- 12:38Speaker 7: nine better companies than Apple internationally or domestically. Once again,
- 12:43Speaker 7: put in chat, what is the revenue of airpot My
- 12:47Speaker 7: number one thing that filtered for everyone who asked me
- 12:49Speaker 7: about a company, is your company making more revenue than AirPods.
- 12:54Speaker 6: That's the work. That's the wearrible section, y'all.
- 12:57Speaker 7: Yeah, It's like when you go to that wearable section
- 12:59Speaker 7: and to what the operator expenses are. They are making
- 13:03Speaker 7: a killing billion AirPods alone, more than Adobe.
- 13:08Speaker 8: They're out doing Snapchat.
- 13:09Speaker 7: So like all the fringe brands that are doing good
- 13:13Speaker 7: in twenty twenty and twenty twenty one then are no
- 13:15Speaker 7: longer doing good Once again, I'll say that's a noble concept.
- 13:18Speaker 7: The company that makes the most money, that has the
- 13:20Speaker 7: best profit margins should be the most heralded publicly traded
- 13:24Speaker 7: company of all time and it should make you money.
- 13:27Speaker 6: So you know what, we should also pay attention right, Like, yes,
- 13:31Speaker 6: it's the two hundred billion, but last quarter week, in
- 13:34Speaker 6: the past two quarters, we have seen a decline in
- 13:36Speaker 6: the sales of the iPhone, which we should take note of.
- 13:39Speaker 6: Like we've seen that that has happened. The number one
- 13:43Speaker 6: leader as far as the ecosystem inside of Apple is
- 13:46Speaker 6: the iPhone. Over fifty percent of its revenue comes from that. Yeah,
- 13:49Speaker 6: Tomorrow's a huge day, Like we can't over like, look
- 13:52Speaker 6: that tomorrow's a huge day. Tomorrow they're going to be
- 13:54Speaker 6: announcing the innovation, right, whether it's the iPhone fifteen pro
- 13:59Speaker 6: or Pro Max that I know there's some new watches,
- 14:01Speaker 6: and maybe they'll have a new iPad. Let's see what
- 14:05Speaker 6: the innovation looks like. Because three to four quarters of
- 14:07Speaker 6: negative sales on the iPhone, it's gonna it'll affect the company.
- 14:11Speaker 6: I mean, it's impossible for it not to. So let's
- 14:14Speaker 6: just be mindful of that.
- 14:15Speaker 8: I agree.
- 14:16Speaker 7: I'm not being flipping on it. I mean, as far
- 14:17Speaker 7: as the innovation, I'm gonna call cap on it. I
- 14:20Speaker 7: don't think the fifteen is gonna be too innovative. I
- 14:22Speaker 7: haven't heard anybody say anything of any features that I
- 14:24Speaker 7: haven't met.
- 14:25Speaker 6: We're the leaks that I haven't even seen any leaks.
- 14:28Speaker 7: Listen when nobody's leaking the album, that's what you know,
- 14:31Speaker 7: the album trash.
- 14:32Speaker 5: Yeah, they got the event tomorrow wonder Lust.
- 14:35Speaker 4: I think it's I believe it's called that's the release
- 14:37Speaker 4: of the iPhone fifteen or they're gonna talk about it.
- 14:40Speaker 4: So you're not excited. You're not excited. You don't think
- 14:41Speaker 4: that's gonna move the stock at all.
- 14:43Speaker 8: No, I would be lying if I it's not a
- 14:46Speaker 8: regardlessive of my love for Apple, I'm always gonna be honest.
- 14:48Speaker 8: I haven't. I don't think it's gonna be that much
- 14:50Speaker 8: different than the fourteen.
- 14:52Speaker 5: Yeah, well got a camera slightly better camera.
- 14:56Speaker 8: Yeah.
- 14:57Speaker 6: Usually they'll start releasing I mean probably at the end
- 14:59Speaker 6: of ten, we'll probably hear more about it, the pre
- 15:01Speaker 6: sale numbers or the pre sale orders, and that'll give
- 15:03Speaker 6: you a fair indication that will go into q Q
- 15:06Speaker 6: four sales. But I haven't heard anything, like you I said,
- 15:08Speaker 6: I haven't even seen any leaks that oh, this is
- 15:11Speaker 6: the new feature, or there hasn't been any rumbling.
- 15:14Speaker 4: So I mean they need a whole new It's like
- 15:16Speaker 4: pointing out the same pair Jordan's every year with different
- 15:19Speaker 4: different colorway.
- 15:21Speaker 5: Eventually it's just doesn't mean anything anymore.
- 15:23Speaker 4: Like they probably have to just revolutionize the whole thing
- 15:26Speaker 4: and come up with a whole, completely new product, because
- 15:29Speaker 4: it's not really moving a needle.
- 15:30Speaker 5: It's just the same thing over and over again. Ye people,
- 15:33Speaker 5: you gotta buy. You have no choice but to buy it.
- 15:36Speaker 6: But people are holding on to their phones longer though, right,
- 15:39Speaker 6: So like the person like you might have the thirteen,
- 15:42Speaker 6: I might have the fourteen, people are looking at the
- 15:44Speaker 6: fifteen saying I'm not buying that. I'm I'm loyal to
- 15:47Speaker 6: the phone that I have it's pretty good. The camera's
- 15:49Speaker 6: not going to be that much better, So I mean,
- 15:52Speaker 6: you're right, there needs to be something that's innovative. I
- 15:55Speaker 6: just don't think this is going to be the one
- 15:56Speaker 6: which could be an indicator that shows slower sales again
- 16:00Speaker 6: in the iPhone.
- 16:02Speaker 8: Two things, Apple Corporate needs to bring Johnny Ive back
- 16:06Speaker 8: or someone of a stature.
- 16:07Speaker 7: To begin togn design products because from an operations standpoint,
- 16:11Speaker 7: you can only enhance profit margin price points so much.
- 16:17Speaker 7: You have to at some point, please write this in chat.
- 16:20Speaker 7: You have to have an error resistible offer that nobody
- 16:22Speaker 7: can deny. Like, regardless what people think about did he
- 16:26Speaker 7: give it away a million? It is like a million
- 16:28Speaker 7: is a million bucks. That's amazing. That is newsworthy. iPhone
- 16:33Speaker 7: has not had a significant upgrade in a long maybe
- 16:37Speaker 7: five or six years. It is time got to bring
- 16:40Speaker 7: some key people back. I think Johnny Ivery. I know
- 16:42Speaker 7: he's still in this consultant role, but if they need
- 16:44Speaker 7: to find a way to integrate him back and begin
- 16:46Speaker 7: to focus a lot more on innovation.
- 16:48Speaker 8: Wearables is doing great, but they still need.
- 16:52Speaker 7: A lot more development on our product side before they
- 16:56Speaker 7: eventually get into healthcare.
- 17:00Speaker 6: Yeah, and the vision protos is until next year. I
- 17:04Speaker 6: think per orders might be starting this year though, but
- 17:07Speaker 6: it doesn't come out to next year.
- 17:08Speaker 8: Yeah.
- 17:08Speaker 1: An illegal alien from Guatemala charged with raping a child
- 17:12Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
- 17:16Speaker 1: accused of murdering a Texas. Man of Venezuelan charged with
- 17:20Speaker 1: filming and selling child pornography in Michigan. These are just
- 17:24Speaker 1: some of the heinous migrant criminals caught because of President
- 17:28Speaker 1: Donald J.
- 17:29Speaker 2: Trump's leadership. I'm Christy nom.
- 17:31Speaker 1: The United States Secretary of Homeland Security. Under President Trump,
- 17:35Speaker 1: attempted illegal border crossings are at the lowest levels ever recorded,
- 17:40Speaker 1: and over one hundred thousand illegal aliens have been arrested.
- 17:43Speaker 1: If you are here illegally, your next you will be
- 17:47Speaker 1: fine nearly one thousand dollars a day, imprisoned and deported,
- 17:51Speaker 1: you will never return. But if you register using our
- 17:54Speaker 1: CBP home app and leave now, you could be allowed.
- 17:58Speaker 2: To return legally. Do what's leave now.
- 18:01Speaker 1: Under President Trump, America's laws, border and families will be protected.
- 18:06Speaker 3: Sponsored by the United States Department of Homeland Security,