A bullish thesis on Apple Inc. was shared by Sergey, with AAPL trading at $220.03 on August 7th. Q3 FY25 showed strong results, with revenue at $94.0 billion and EPS at $1.57, driven by iPhone, services, and international growth. Operating margin expanded to 30%, with guidance for continued growth.

Apple’s Q3 FY25 results showcased revenue growth across all product categories, with services hitting $27.4 billion and iPhone revenue up 13.5% YoY. Despite tariff-related costs impacting free cash flow, operating margin increased to 30%, with promising guidance for future growth and AI investments. Hedge funds have slightly reduced AAPL holdings, but the company remains a solid investment option.

Read more at Yahoo Finance: Apple Inc. (AAPL): A Bull Case Theory