The creator uses Netflix's spending on content as an analogy for Apple's increased R&D spending, suggesting both companies have a demonstrated skill in investing in areas that yield positive returns.
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Should You Buy the Dip in Apple Stock? | AAPL STock Analysis
Aug 3, 2026
Apple reported strong quarterly results with revenue up significantly year-over-year, driven by iPhone sales and successful price increases. Despite this performance, the stock price declined due to concerns about its existing valuation, which the creator believes had gotten ahead of itself. The company is also increasing R&D spending, which the creator views positively as an indicator of future growth opportunities, and continues to execute share buybacks, contrasting with other large-cap tech companies.
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Meta Platforms, like other large-cap tech companies, has significantly reduced or paused share buybacks, contrasting with Apple's continued buyback program.
Amazon, like other large-cap tech companies, has significantly reduced or paused share buybacks, contrasting with Apple's continued buyback program.
Alphabet, like other large-cap tech companies, has significantly reduced or paused share buybacks, contrasting with Apple's continued buyback program.
Microsoft, along with other large-cap tech companies, has significantly reduced or paused share buybacks, contrasting with Apple's continued buyback program.
Apple's stock price is down despite strong quarterly results, which the creator attributes to its valuation getting ahead of itself, suggesting a pullback was likely.
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