🍎 STOCK OF THE DAY: $AAPL — CAN THE iPHONE 18 CYCLE REIGNITE APPLE?

Apple is back in the spotlight — and this time it’s not just about another iPhone launch.

The iPhone 18 lineup, Apple’s first foldable iPhone and its push into AI are giving investors several potential catalysts to watch.

What caught my attention is the combination of:

📱 Premium iPhone demand

🤖 Apple Intelligence + AI upgrades

📐 New foldable iPhone category

💰 Services helping diversify revenue

Apple’s June-quarter iPhone revenue was already up 21.7% YoY, showing the upgrade cycle had momentum before the iPhone 18 launch.

But at nearly $5T market cap, expectations are enormous.

The question isn’t whether Apple can sell more iPhones.

It’s whether the iPhone 18 + AI + foldable strategy can create another meaningful growth leg without valuation becoming the bigger risk.

👀 $AAPL: new iPhone super-cycle or already priced in?

💰Stocks to watch today?(21 September）

1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

BarbaraWillard
09-19 06:52
BarbaraWillard
Before talking new growth leg, the multiple needs to make sense first. Services isn’t accelerating like before, so the AI story may already be doing too much heavy lifting lol
VernaFred
09-19 06:52
VernaFred
Supply chain is the part I care about more here. Foldable yield ramp and BOM pressure could matter more than unit demand if margins start slipping

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":609249228722688,"tweetId":"609249228722688","gmtCreate":1789769268771,"gmtModify":1789769275773,"author":{"id":4252393041885622,"idStr":"4252393041885622","authorId":4252393041885622,"authorIdStr":"4252393041885622","name":"Kentzw","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.09.21","individualDisplayEnabled":1,"backgroundColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.09.22","individualDisplayEnabled":1,"backgroundColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}}],"wearingBadges":[{"categoryType":2007,"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","isScarce":1,"plateColors":{"bgColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}},"effectEnabled":0,"redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1679961600000,"redirectLinkValidityTo":1996963200000,"validityToTimestamp":1792599603068,"sortingWeight":0,"wearable":1}],"fanSize":4,"starInvestorFlag":false},"themes":[{"themeId":"470d3ab575ca43caaed8156645b7ccbe","categoryId":"ab3d937a5fd848c08008411a9be702b5","name":"💰Stocks to watch today?(21 September）","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":470d3ab575ca43caaed8156645b7ccbe}&rnconfig={\"headerBarHidden\": true}","description":"1. What news/movements are worth noting in the market today? Any stocks to watch? \n2. What trading opportunities are there? Do you have any plans?\n🎁 Make a post here, everyone stands a chance to win Tiger coins!","image":"https://static.tigerbbs.com/cd8eaff2e99964ab7a80d92cc196fcd3"}],"images":[],"coverImages":[],"title":"🍎 STOCK OF THE DAY: $AAPL — CAN THE iPHONE 18 CYCLE REIGNITE APPLE?","html":"<html><head></head><body>Apple is back in the spotlight — and this time it’s not just about another iPhone launch. \nThe iPhone 18 lineup, Apple’s first foldable iPhone and its push into AI are giving investors several potential catalysts to watch. \nWhat caught my attention is the combination of:\n📱 Premium iPhone demand\n🤖 Apple Intelligence + AI upgrades\n📐 New foldable iPhone category\n💰 Services helping diversify revenue\nApple’s June-quarter iPhone revenue was already up 21.7% YoY, showing the upgrade cycle had momentum before the iPhone 18 launch. \nBut at nearly $5T market cap, expectations are enormous.\nThe question isn’t whether Apple can sell more iPhones.\nIt’s whether the iPhone 18 + AI + foldable strategy can create another meaningful growth leg without valuation becoming the bigger risk.\n👀 $AAPL: new iPhone super-cycle or already priced in?</body></html>","htmlText":"<html><head></head><body>Apple is back in the spotlight — and this time it’s not just about another iPhone launch. \nThe iPhone 18 lineup, Apple’s first foldable iPhone and its push into AI are giving investors several potential catalysts to watch. \nWhat caught my attention is the combination of:\n📱 Premium iPhone demand\n🤖 Apple Intelligence + AI upgrades\n📐 New foldable iPhone category\n💰 Services helping diversify revenue\nApple’s June-quarter iPhone revenue was already up 21.7% YoY, showing the upgrade cycle had momentum before the iPhone 18 launch. \nBut at nearly $5T market cap, expectations are enormous.\nThe question isn’t whether Apple can sell more iPhones.\nIt’s whether the iPhone 18 + AI + foldable strategy can create another meaningful growth leg without valuation becoming the bigger risk.\n👀 $AAPL: new iPhone super-cycle or already priced in?</body></html>","text":"Apple is back in the spotlight — and this time it’s not just about another iPhone launch. The iPhone 18 lineup, Apple’s first foldable iPhone and its push into AI are giving investors several potential catalysts to watch. What caught my attention is the combination of: 📱 Premium iPhone demand 🤖 Apple Intelligence + AI upgrades 📐 New foldable iPhone category 💰 Services helping diversify revenue Apple’s June-quarter iPhone revenue was already up 21.7% YoY, showing the upgrade cycle had momentum before the iPhone 18 launch. But at nearly $5T market cap, expectations are enormous. The question isn’t whether Apple can sell more iPhones. It’s whether the iPhone 18 + AI + foldable strategy can create another meaningful growth leg without valuation becoming the bigger risk. 👀 $AAPL: new iPhone super-cycle or already priced in?","highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/609249228722688","repostId":0,"isVote":1,"tweetType":1,"viewCount":283,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":703,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":609261400391776,"commentId":"609261400391776","gmtCreate":1789771943268,"gmtModify":1789868881728,"authorId":9000000000000696,"author":{"id":9000000000000696,"idStr":"9000000000000696","authorId":9000000000000696,"name":"BarbaraWillard","avatar":"https://static.tigerbbs.com/af002b44e35ebf40cafbbaf194de9c06","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":609249228722688,"objectIdStr":"609249228722688","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Before talking new growth leg, the multiple needs to make sense first. Services isn’t accelerating like before, so the AI story may already be doing too much heavy lifting lol","text":"Before talking new growth leg, the multiple needs to make sense first. Services isn’t accelerating like before, so the AI story may already be doing too much heavy lifting lol","html":"Before talking new growth leg, the multiple needs to make sense first. Services isn’t accelerating like before, so the AI story may already be doing too much heavy lifting lol","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":609260533216096,"commentId":"609260533216096","gmtCreate":1789771943175,"gmtModify":1789868882462,"authorId":9000000000000365,"author":{"id":9000000000000365,"idStr":"9000000000000365","authorId":9000000000000365,"name":"VernaFred","avatar":"https://static.tigerbbs.com/ce0d6ccfbbe005480a89ffef05402430","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":609249228722688,"objectIdStr":"609249228722688","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Supply chain is the part I care about more here. Foldable yield ramp and BOM pressure could matter more than unit demand if margins start slipping","text":"Supply chain is the part I care about more here. Foldable yield ramp and BOM pressure could matter more than unit demand if margins start slipping","html":"Supply chain is the part I care about more here. Foldable yield ramp and BOM pressure could matter more than unit demand if margins start slipping","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/609249228722688"}