AAPLAAPLApple Inc.
$356.27
24h
+0.39%
9 Nov, 02:40

Valuation discount expectation and leadership stability view

Neutral+4.06%

AI Summary

The author anticipates a 10-15% discount on Apple stock due to unfolding risks but remains confident in the CEO's tenure, framing the situation around political and business interests rather than clear-cut outcomes.

For risks like this, I believe a 10-15% discount is warranted. As for how the situation unfolds, it’s truly difficult to predict without insider information. Personally, I lean toward him not being asked to "resign." The man in the black turtleneck arguably holds sway over America’s national destiny. Of course, I don’t claim any edge on this matter; I’m simply weighing pros and cons rather than right and wrong. When politics is involved, there are no absolutes of right or wrong—only power dynamics and exchanges of interest.

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