$Apple(AAPL.US)1. Apple just delivered a historic earnings report, with iPhone sales reaching $85.3 billion, a 23% year-over-year increase. The Greater China region rebounded directly by 38%, silencing all those who previously worried it wouldn't sell.

2. The negative impact of memory price hikes has long been on the table, but Cook didn't even mention it because Apple simply isn't afraid—its supply chain clout, cost-shifting ability, and service business with a 76.5% gross margin acting as a profit cushion—what can competitors compare to that?

3. The market is still fixated on old data and hasn't grasped what year this is: foldable screens, 2nm chips, Siri 2.0 partnering with Google Gemini, plus over 20 new products. Apple is laying out its most intensive product matrix since 2026, and this is where the valuation should be reassessed.