Bear CallStill Playing Out6 Months
AA
AAPL
Apple Inc.
Devin Osei's Call
A hardware-cycle stock priced like a software one
Recorded at
$231.00
Now
Since recorded
—Call is
— Call Recorded Jul 6, 2026by Devin Osei (@devinmacro)
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Another View
Disagree? Make your own Bull Call on AAPL.
Bull 67%3 Calls on AAPLBear 33%
Where members stand — not who's right. The market decides that.
Their reasoning
China share loss is real, the AI feature set has underwhelmed, and the multiple has expanded on buybacks rather than growth. Good company, demanding price.
- 1China is a persistent headwind.
- 2AI rollout has lagged peers.
- 3Multiple expansion is doing the work.
Biggest risk
A genuinely compelling AI feature drives an unexpectedly strong upgrade super-cycle.
Let's see what happens.
Look at AAPL first