I added to my position in Apple Inc. following reinforcing signals from Goldman Sachs, which reiterated its Buy rating and $330 price target. The key catalyst is accelerating App Store spending, rising about 7% YoY in January 2026, supporting continued expansion in high-margin Services revenue. Strong growth in Entertainment spending highlights improving monetization trends, offsetting temporary weakness in gaming. Despite potential risks from off-app payments, the ecosystem’s scale and recurring revenue model strengthen long-term earnings visibility, making the recent period an attractive opportunity to accumulate shares for sustained growth.
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