Nvidia is mentioned as a benchmark for high revenue growth, with its multiples being lower than Apple's, despite Apple being considered expensive.
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URGENTE EN CNBC: ANALISTA DE EVERCORE AFIRMA QUE APPLE VA PARA 365 DÓLARES !! HAY QUE COMPRAR YA !!
The creator discusses Apple's recent stock performance, noting a shift in market reaction to Apple events. An analyst from Evercore has set a price target of $365 for Apple, which is above its all-time high. The creator also mentions closing a day trade on Apple and re-entering the stock.
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Microsoft is mentioned as a comparison for valuation multiples, which are noted to be lower than Apple's.
Amazon is used as a valuation and growth comparison, with its multiples being lower than Apple's and its revenue growth being more exponential.
Tesla is mentioned as being in a different valuation universe and considered a story of the future, separate from Apple's current valuation discussion.
Meta Platforms launched an AI agent named 'Muss', which is mentioned as a competitor to Apple's potential Siri AI.
Adobe is mentioned as one of the companies reporting earnings after hours today.
Oracle is mentioned as one of the companies reporting earnings after hours today.
An Evercore analyst has set a $365 price target for Apple, indicating a strong buy sentiment.
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