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Why Apple Stock Is Bucking the Tech Selloff
While the Nasdaq tumbles 3.5% in five days and megacaps like Amazon and Meta lose 6-8%, Apple stock actually gained 2.8% to $337. Lucas and Luna dissect what makes Apple so resilient in the current rotation away from AI-bet tech names. They dig into the numbers: Apple's services revenue now accounts for nearly a quarter of sales with 60% gross margins, its buyback yield is double the average mega-cap, and its capital expenditure is a fraction of the cloud giants. They debate whether this relative strength is a sign of long-term stability or a trap in a concentrated portfolio. For stock…
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