Dan Collins (@DanCollins2011) posted at 9:22 AM on Fri, May 23, 2025:
Apple: $3 Trillion Mkt Cap
28x PE
20% of sales in China at risk
$900m tariff charge on last quarter
Losing the AI race
Unit sales down since 2015
Switching to "services & financing"
Switching to services and financing is the death yell of U.S corporates
(https://x.com/DanCollins2011/status/1925950376550785098?t=-SrqDc1SGmdzy5s8ZZQNEw&s=03)
Apple: $3 Trillion Mkt Cap
28x PE
20% of sales in China at risk
$900m tariff charge on last quarter
Losing the AI race
Unit sales down since 2015
Switching to "services & financing"
Switching to services and financing is the death yell of U.S corporates
(https://x.com/DanCollins2011/status/1925950376550785098?t=-SrqDc1SGmdzy5s8ZZQNEw&s=03)
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