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Apple’s revenue has been flat for the past three years.
600 sats \ 3 comments \ @ValueStockX 2 May Stacker_Stocks
Yet the company is still valued at twice the size of the entire energy sector — even though both generate about the same annual free cash flow.
On top of that:
Apple is using ~100% of its current FCF to buy back stock and has committed to another $16 billion in dividends.
Their once fortress-like net cash position is rapidly eroding.
And let’s not forget:
Just two months ago, Apple pledged to invest $500 billion in the US over the next five years.
That is $125 billion per year, or roughly 10x its current annual capex.
I have to ask... what gives?
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0 sats \ 2 replies \ @BlokchainB 2 May
Great question. The Vision Pro was a failure (wanted one but didn’t have $3k at the time to get one)
They spent billions on a car they ultimately scrapped.
The AI rollout with iPhone 16 is still a hot mess.
A judge made them open up their platform to allow 3rd party payment options.
Tim Cook is not Steve Jobs. Apple should look to get a new CEO with new/fresh ideas.
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182 sats \ 1 reply \ @ValueStockX OP 2 May
Great point, I agree with several points. I also really admire Apple, but it is clear that it needs an urgent strategic renewal. The Vision Pro had potential, but the price made it inaccessible to many. The car project was a billion-dollar expense with no return. Cook did a great job of keeping the company stable after Steve Jobs, but perhaps it is time for a new leader with a bolder and more technological vision to take over.
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0 sats \ 0 replies \ @BlokchainB 2 May
Yeah plus Tim Cook’s strength of being a global supply chain master might get eaten alive by tariffs and the multi polar world we are moving to. Apple has the brand and resources to over come but they really need new leadership to navigate them to continue the monster growth they have had over the decades
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