Renowned Apple analyst Ming-Chi Kuo warned in early January that iPhone shipments in China would decrease because Apple Intelligence is not yet launching in the Chinese market.
In December 2024, smartphone shipments in China were roughly flat compared to the same period in 2023, but iPhone shipments declined by about 10โ12%, indicating that Apple's market share in China continues to shrink.
Apple's stock has already fallen 11% year-to-date. Will it drop back to $200 this time?
At what price are you planning to buy the dip?
๐Special Notes: Whoever showed up on theโ What the Tigers Sayโ column will receive 100 Tiger Coins and an exclusive interview invitation to honor your contribution.
Click titles to read the full analysis:
1. @Tiger V :
Key Points:
Global markets have shown mixed performance recently, with heightened focus on Apple Inc.โs challenges. The tech giant, long a market leader, has suffered a significant blow after analysts downgraded its rating amid concerns over weaker-than-expected iPhone sales and underwhelming adoption of AI features. Apple shares dropped 4.3% on Tuesday, contributing to an 11% decline in January, marking its worst start to the year since December 2022.
Appleโs downgraded rating from Loop Capital (to โHoldโ) and Jefferies (to โUnderperformโ) highlights growing skepticism. Analysts cited underwhelming iPhone sales globally, particularly a sharp 18.2% decline in China during Q4 2023, and weak demand for AI functionality among U.S. consumers. As Apple struggles, other large-cap tech stocks maintain stronger buy ratings, indicating a potential shift in investor preference within the tech sector. Notably, Morgan Stanley replaced Apple with Seagate Technology as its top IT hardware pick.
Monitor Earnings Reports: Appleโs upcoming Q1 2024 earnings report will be pivotal. Disappointing guidance could pressure the stock further, while any positive surprises might stabilize its valuation.
Shift Focus to AI Leaders: As Apple lags in leveraging AI, consider companies with stronger AI-driven growth narratives, such as Microsoft or NVIDIA, to align portfolios with the future of technology.
2. @Pinkspider:
Key Points:
Apple's iPhone sales in China declined by 18.2% year-over-year during the December quarter, dropping the company to third place in the market, according to Counterpoint Research. Huawei regained the top position with a 15.5% increase in sales, fueled by the success of its Mate 70 series and mid-range Nova 13 lineup. Appleโs new AI-enabled iPhones struggled to gain traction in China due to the unavailability of key features and the ongoing search for a local AI infrastructure partner. Globally, iPhone sales fell by 5% during the same period, while China's smartphone market experienced its first quarterly decline of 2024, following earlier growth in the year. $AAPL was down 3% today and is now down from a high of $260 in December 2024.
3. @SG GCR:
Key Points:
$AAPL 20250417 240.0 CALL$ I think Apple has gone down long enough from its highs. RSI is also low at the moment. Good time as any to get in. Will see how this plays out.
4. @GuoHao72:
Key Points:
$AAPL 20250124 215.0 PUT$ IV higher than HV, selling to earn premium.
Next 3 days not many data release and APPL has already been impacted by consecutive disappointments.
5. @Komorebinaai:
Key Points:
Sell AAPL PUT US20251219 140.0
New position into Apple. It went down about 2% with the bad news about low China sales. I look the opportunity to be "long" Apple at 138.4. Looking at Apple as temp correction price but also ok to buy strike price.
5. @ZEROHERO:
Key Points:
Shorted the fruit at open due to declining sales in China. This red apple is pulling down the market since last week. Next support at 219, 217, 214 before earnings on 30 Jan. Best to avoid for now.
Questions for you:
Apple's stock has already fallen 11% year-to-date. Will it drop back to $200 this time?
At what price are you planning to buy the dip?
๐Prizes
๐ฏ All valid comments on the following post will receive 5 Tiger Coins.
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โฐDuration
29 Jan (24pm EDT)
Comments
$Apple(AAPL)$ of my ๐๏ธ
๐๐๐ From Core to Zenith, Appleโs Granny Smith Climb, a Legacy Etched in the Markets of Time ๐๐๐
๐๐๐ Apple reigns as the crown of techโs lore, the apple of my eye, a force to adore. Innovationโs beacon, where progress aligns, its growth a testament to visionary designs. The titans of returns, $GOOGL, $AMZN, $MSFT, $AAPL, shine, leaders of markets, forever divine. Statistically proven, where success intertwines, new highs, not lows, signal prosperous signs.
As of Q3 2024, Berkshireโs embrace, with 300 million shares, cements Appleโs place. A Buffett conviction, steadfast and true, reveals the value in its ongoing debut. Analysts concur with a bullish refrain, projecting long-term growth in Appleโs domain. AI and products, the engines of gain, steer revenues to $414 billion in 2025โs campaign. Earnings per share, a 22 percent climb, fortifies its stature for investors in time.
Ron Barronโs wisdom is profoundly clear: own leaders with TAM and hold them near. $AMZN, $MSFT, $META, $NVDA, $GOOGL, $TSLA, $NFLX, $AAPL appear, as paragons of progress, innovationโs frontier.
Reflect on history, where brilliance has grown, the highs and the lows that Apple has shown:
1981: -35.1%๐ด
1982: +34.9%๐ข
1983: -18.4%๐ด
1984: +19.5%๐ข
1985: -24.5%๐ด
1986: +84.1%๐ข
1987: +108%๐ข
1988: -3.4%๐ด
1989: -11.6%๐ด
1990: +23.5%๐ข
1991: +32.4%๐ข
1992: +6.9%๐ข
1993: -50.5%๐ด
1994: +35.2%๐ข
1995: -17.3%๐ด
1996: -34.5%๐ด
1997: -37.1%๐ด
1998: +211.7%๐ข
1999: +151.1%๐ข
2000: -71.1%๐ด
2001: +47.2%๐ข
2002: -34.6%๐ด
2003: +49.1%๐ข
2004: +201.3%๐ข
2005: +123.3%๐ข
2006: +18%๐ข
2007: +133.5%๐ข
2008: -56.9%๐ด
2009: +146.9%๐ข
2010: +53.1%๐ข
2011: +25.6%๐ข
2012: +32.6%๐ข
2013: +8.1%๐ข
2014: +40.6%๐ข
2015: -3%๐ด
2016: +12.5%๐ข
2017: +48.5%๐ข
2018: -5.4%๐ด
2019: +89%๐ข
2020: +82.3%๐ข
2021: +34.7%๐ข
2022: -26.4%๐ด
2023: +49%๐ข
2024: +30.7%๐ข
Apple ascends with resilience refined, its trajectory shaped by the boldest of minds. Anchored in history, propelled by tomorrow, it transforms the market with dreams we borrow.
Happy trading ahead! Cheers, BC ๐๐๐๐๐๐
@SPACE ROCKET Hey Sis, howโs life in ๐ธ๐ฌSingapore with Andy the Android? I hear heโs still buffering while you try to send me a message, donโt worry mate, Iโll wait, Iโve got all day here in NZ ๐ณ๐ฟ. Meanwhile, my Apple spaceship is so advanced, I just asked Siri to beam me a coffee, and she replied, โFlat white or latte?โโ๏ธโ๏ธโ๏ธ
But hey, Andyโs got his charm. I mean, where else can you get a phone that doubles as a hand warmer when it overheats? Or gives you a workout swiping away endless โUpdate Availableโ notifications? And that GPS,next level, itโll probably get you to Mars before Musk. Sending you a virtual ๐, donโt worry, itโs lag-free and 100% glitch-proof! Cheers Sis from planet Seamless! ๐ณ๐ฟ๐ฑ๐๐๐
Renowned Apple analyst Ming-Chi Kuo warned in early January that iPhone shipments in China would decrease because Apple Intelligence is not yet launching in the Chinese market.
In December 2024, smartphone shipments in China were roughly flat compared to the same period in 2023, but iPhone shipments declined by about 10โ12%, indicating that Apple's market share in China continues to shrink.
@HelenJanet @Shyon @Aqa @LMSunshine @koolgal @GoodLife99 @Universeๅฎๅฎ @rL @SPACE ROCKET @TigerGPT
Apple's stock has already fallen 11% year-to-date. Will it drop back to $200 this time?
At what price are you planning to buy the dip?
๐Prizes
๐ฏ All valid comments on the following post will receive 5 Tiger Coins.
$Apple(AAPL)$ of my ๐๏ธ
๐๐๐ From Core to Zenith, Appleโs Granny Smith Climb, a Legacy Etched in the Markets of Time ๐๐๐
๐๐๐ Apple reigns as the crown of techโs lore, the apple of my eye, a force to adore. Innovationโs beacon, where progress aligns, its growth a testament to visionary designs. The titans of returns, $GOOGL, $AMZN, $MSFT, $AAPL, shine, leaders of markets, forever divine. Statistically proven, where success intertwines, new highs, not lows, signal prosperous signs.
As of Q3 2024, Berkshireโs embrace, with 300 million shares, cements Appleโs place. A Buffett conviction, steadfast and true, reveals the value in its ongoing debut. Analysts concur with a bullish refrain, projecting long-term growth in Appleโs domain. AI and products, the engines of gain, steer revenues to $414 billion in 2025โs campaign. Earnings per share, a 22 percent climb, fortifies its stature for investors in time.
Ron Barronโs wisdom is profoundly clear: own leaders with TAM and hold them near. $AMZN, $MSFT, $META, $NVDA, $GOOGL, $TSLA, $NFLX, $AAPL appear, as paragons of progress, innovationโs frontier.
Reflect on history, where brilliance has grown, the highs and the lows that Apple has shown:
1981: -35.1%๐ด
1982: +34.9%๐ข
1983: -18.4%๐ด
1984: +19.5%๐ข
1985: -24.5%๐ด
1986: +84.1%๐ข
1987: +108%๐ข
1988: -3.4%๐ด
1989: -11.6%๐ด
1990: +23.5%๐ข
1991: +32.4%๐ข
1992: +6.9%๐ข
1993: -50.5%๐ด
1994: +35.2%๐ข
1995: -17.3%๐ด
1996: -34.5%๐ด
1997: -37.1%๐ด
1998: +211.7%๐ข
1999: +151.1%๐ข
2000: -71.1%๐ด
2001: +47.2%๐ข
2002: -34.6%๐ด
2003: +49.1%๐ข
2004: +201.3%๐ข
2005: +123.3%๐ข
2006: +18%๐ข
2007: +133.5%๐ข
2008: -56.9%๐ด
2009: +146.9%๐ข
2010: +53.1%๐ข
2011: +25.6%๐ข
2012: +32.6%๐ข
2013: +8.1%๐ข
2014: +40.6%๐ข
2015: -3%๐ด
2016: +12.5%๐ข
2017: +48.5%๐ข
2018: -5.4%๐ด
2019: +89%๐ข
2020: +82.3%๐ข
2021: +34.7%๐ข
2022: -26.4%๐ด
2023: +49%๐ข
2024: +30.7%๐ข
Apple ascends with resilience refined, its trajectory shaped by the boldest of minds. Anchored in history, propelled by tomorrow, it transforms the market with dreams we borrow.
Happy trading ahead! Cheers, BC ๐๐๐๐๐๐
@SPACE ROCKET Hey Sis, howโs life in ๐ธ๐ฌSingapore with Andy the Android? I hear heโs still buffering while you try to send me a message, donโt worry mate, Iโll wait, Iโve got all day here in NZ ๐ณ๐ฟ. Meanwhile, my Apple spaceship is so advanced, I just asked Siri to beam me a coffee, and she replied, โFlat white or latte?โโ๏ธโ๏ธโ๏ธ
But hey, Andyโs got his charm. I mean, where else can you get a phone that doubles as a hand warmer when it overheats? Or gives you a workout swiping away endless โUpdate Availableโ notifications? And that GPS,next level, itโll probably get you to Mars before Musk. Sending you a virtual ๐, donโt worry, itโs lag-free and 100% glitch-proof! Cheers Sis from planet Seamless! ๐ณ๐ฟ๐ฑ๐๐๐