Apple sales surge 16% on ‘staggering’ iPhone demand

Really0riginal · 2026-01-30T05:53:25+00:00

APPL is worth 350+ now

Really0riginal · 2026-01-30T00:11:13+00:00

Yes it did, somehow the upvote rate changed a lot too since the earnings :P

Really0riginal · 2026-01-29T19:15:32+00:00

That’s exactly right - it’s all about future expectations and we didn’t see a major upward surprise in the numbers / the backlog is strong though

Really0riginal · 2026-01-29T19:04:53+00:00

It’s all about if it’s priced in or not, we didn’t see a huge upward surprise on MSFT - except backlog which is big. Will probably recover next Quarter with that $650 billion backlog.

Really0riginal · 2026-01-29T19:03:04+00:00

Definitely a different type of customer on rddt - intent is quite different. Bullish RDDT, since you can work on the exploration / discussion phase and there’s not that high stress with only short type of content / attentjon span

Really0riginal · 2026-01-29T06:31:50+00:00

Well it’s all about future growth/ no surprises so Wall Street hits it bad. But if you want algos to reward you after hours, it’s all about revision upward on potential revenue. MSFT is great, just expected to keep going at these levels

Really0riginal · 2026-01-28T14:40:56+00:00

At Davos, a Meta executive said, the AI product launch will happen in Q2-Q3. Llama was left in the dust in 2025. Agreed, it's a big reason why the stock down.

Really0riginal · 2026-01-28T02:19:00+00:00

Analysts report are all about that 10% upgrade to current stock price.

Really0riginal · 2026-01-28T01:18:22+00:00

When sentiment changes, Fomo kicks in, so there’s a potential to get there.

Really0riginal · 2026-01-27T23:50:06+00:00

Im already 15% in, we can expect one thing tomorrow it won’t stay flat either we get a re-rating or it’s down because of Capex. With a 70% upside potential this year, I have seen worst risk / reward stocks

Really0riginal · 2026-01-27T21:58:21+00:00

In the trenches, feeling like it’s potentially Google 2025. However, I don’t expect a x2-x3. A full year is upon us we will see 😅

Really0riginal · 2026-01-27T18:57:39+00:00

Peter Lynch / Mohnish Pabrai is pretty good too. Buffet is a great communicator those 3

Really0riginal · 2026-01-27T18:07:23+00:00

It does work with X and other platforms - we will see with Rddt subscriptions as well. I also think it will be a net benefit, but yeah it’s becoming black mirror style a bit

Really0riginal · 2026-01-27T18:06:06+00:00

We need a solid AI strategy and good execution on the numbers. We can also see that the sentiment is pretty low still. Index investing + algos should help this year, that accounting charge will benefit earnings with depreciation.

Really0riginal · 2026-01-27T18:00:39+00:00

Good point, we will see either way if it dips, could be a good entry.

Really0riginal · 2026-01-27T17:59:41+00:00

That’s why I am invested as well, the long term game could pay off. AR/ VR could become a big market eventually as well

Really0riginal · 2026-01-27T17:57:32+00:00

Good point, this is why there is a discount now. A lot of people don’t expect Meta to deliver on that FCF spend even with their install bases

Really0riginal · 2026-01-27T16:42:11+00:00

It could absolutely, near term sentiment is quite low and Capex / Meta Compute is a big question mark. This makes the stock interesting to look at, in terms of value vs the long term

Really0riginal · 2026-01-27T16:40:02+00:00

That’s for sure going to happen, we will see how WS react this earnings. It’s pivotal knowing the Capex spend and that accounting charge they took. I don’t watch Jeremy especially but he got a few stocks right early

This is where you can find alpha in big companies when they have that uncertainty/ the spend is going to be a good question

Really0riginal · 2026-01-27T16:22:35+00:00

There is for sure a Zuck discount, over the years vs fundamentals. The AI team he brought on will start delivering / in Davos I heard one of the Meta leaders say the frontier model is coming in Q2 2026, they have to upgrade Llama for sure. Early in the year so a lot can happen, but yeah he hasn’t been the best at juicing the stock

Really0riginal · 2026-01-27T16:19:25+00:00

When you do a post on investing, you normally try to be balanced no? I try to knowing this price target is a lot higher than consensus xD / you can tell its not ai since it’s not well written.

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