Substack · Excelsior Prosperity Substack
Peak Summer Doldrums In The Precious Metals Sector
Excelsior Prosperity w/ Shad Marquitz (07-18-2026)
US · 22 entries · 22 publications
AAPL
Apple
- Entries
- 22
- Bullish
- 0
- Bearish
- 0
- First
- Mar 27, 2025
- Latest
- Oct 23, 2026
No entry states a stance.
Jan 25 – Oct 26 · per month
Full performance tracking Pro · free during launch
Alpha of every thesis on AAPL at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
Sign up freeSector research that mentions it
1Timeline
Newest to oldest- October 2026 5 entries
Substack · Compounders · DIY Investor
Apple (AAPL): The Walled Garden
How the iPhone, services and Apple’s own chips lock customers in, and who could break the wall.
Since publication −1.1% α −1.8 pp vs S&P 500 · USD
Substack · Filter Coffee ☕ · Filter Coffee ☕️
India-US trade deal ‘very close’ 👀
Sugar stocks sour, Apple India FY26 revenue jumps 31%, & the art of giving.
Since publication 0.0% α +1.0 pp vs S&P 500 · USD
Substack · Sourcery
BREAKING: Aravind Srinivas, Perplexity
$750M Annualized Revenue, ~$2B Funding, ~$20B valuation
Since publication +0.9% α +2.5 pp vs S&P 500 · USD
Substack · LoRosha's Investment Desk · LoRosha
KOSPI Falls 3.65%: CXMT RDIMM Launch Plan Triggers KOSPI Plunge
A Chinese memory supplier’s plan to launch the DDR5 memory module RDIMM triggered foreign selling in Samsung Electronics and SK hynix. Apple’s component order cut added to the memory sector selling.
Since publication +0.9% α +2.5 pp vs S&P 500 · USD
Substack · Phaetrix Investing · Phaetrix
Apple Proved Me Wrong on Growth. Here's What I Think It's Worth Now.
Revenue reaccelerated, China rebounded, and my $240 fair value is now $330 to $350, with a path to $400
Since publication +3.3% α +4.6 pp vs S&P 500 · USD
- September 2026 2 entries
Substack · PSFK Weekly powered by Fodda · PSFK Weekly
Apple’s 48-speaker Broadcast Venue Drumrolls Retail’s Sonic Turn
Why Brands Are Turning Stores Into Concert Halls and Broadcast Sets
Since publication +2.0% α +2.4 pp vs S&P 500 · USD
Substack · OptionsANIMAL · Greg Jensen
Apple’s Next Act: Strong Fundamentals, New Leadership and the AI Question.
Apple “Surprise and Shine” Wednesday Sept 9, 2026
Since publication +8.8% α +8.7 pp vs S&P 500 · USD
- August 2026 4 entries
Substack · Slow Dividend
📈 Tabla de Análisis y Valoración| Nº71
Quality Dividend Value: calidad en el negocio, rentabilidad en el dividendo y sensatez en el precio para encontrar las mejores oportunidades de cada semana.
Since publication +8.5% α +8.7 pp vs S&P 500 · USD
Substack · Long-Term Mindset · Brian Feroldi
How to Analyze Apple’s Capital Allocation Fast
Use this process for any company
Since publication +8.5% α +8.7 pp vs S&P 500 · USD
Substack · The Inside Analyst · Niklas Petry
Apple Is a Cash Machine. At $4.5 Trillion, That May Not Be Enough.
Apple is spending far less on AI infrastructure than its Big Tech peers while growth has suddenly reaccelerated. The valuation requires it to stay that way.
Since publication +10.8% α +10.5 pp vs S&P 500 · USD
Substack · Panagiotis' FinTech Newsletter · Panagiotis Kriaris
1) Visa vs. Mastercard latest results 2) The Agentic Wars 3) Mastercard & BVNK 4) U.S. Digital Payments Landscape 5) Apple by the Numbers
Welcome to my newsletter! Each week a few hand-picked topics from the world of fintech, payments and banking with behind-the-scenes analysis!
Since publication AAPL +11.6% α +12.6 pp vs S&P 500 · USD
- July 2026 2 entries
Substack · Irrational Analysis
Preview of a new war between Apple and Qualcomm
A very interesting earnings call.
Since publication AAPL +3.1% α −0.1 pp vs S&P 500 · USD
Substack · Kapex Markets por Diego Puertas · Diego Puertas
Apple el nuevo REY del mercado
Pese a no invertir en IA.
Since publication +2.1% α −1.5 pp vs S&P 500 · USD
- June 2026 2 entries
Substack · Finanzas Poéticas · Finanzas Poéticas
BMW ya empieza a caer/Apple dice que es inevitable subir precios...
Noticias de la Semana.
Since publication AAPL +17.3% α +13.0 pp vs S&P 500 · USD
Substack · ACCE Investments
The Reshoring Premium Is Real. The Question Is Who Actually Captures It.
The Apple-Intel chip announcement this week crystallized something that has been building for three years: American manufacturing policy is no longer a political talking point.
Since publication AAPL +15.8% α +13.1 pp vs S&P 500 · USD
- April 2026 1 entry
Substack · SatPost by Trung Phan · Trungphan2
Tim Cook's Apple
A breakdown of his 15-year CEO run, taking Apple from $350 billion to $4 trillion: The Good, The Bad and the Apple Intelligence.
Since publication +26.9% α +19.7 pp vs S&P 500 · USD
- February 2026 1 entry
YouTube · Invierte Hoy
Análisis de Tesis de Inversión de Paypal para 2026
- August 2025 1 entry
Institutional · eToro
Deep Dive Into Apple: iPhone, AI, Oh My!
Apple stock has rebounded over the last few months, but has lagged the Magnificent 7 leaders. The Daily Breakdown dives deep. Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each morning. To…
Since publication +52.2% α +32.1 pp vs S&P 500 · USD
- June 2025 3 entries
YouTube · Alpha Seeking
Alphabet Stock: The Next Buffett-Style Buy? | Google (GOOGL) Deep Analysis 2025 #trading
YouTube · Compounding Quality
Is Apple Stock a SCAM or the Best Investment of 2025?
Substack · Flyer Wealth
Stock Spotlight: Are Apple’s Best Days Behind Them?
AAPL shares have become synonymous with steady long-term gains, but as innovation slows and headwinds increase, can Apple weather the storm?
Since publication +70.5% α +41.2 pp vs S&P 500 · USD
- March 2025 1 entry
Substack · 01Core · Ben Buchanan
How AI might destroy apple
Ben Thompson recently interviewed Sam Altman
Since publication +53.6% α +18.8 pp vs S&P 500 · USD
There are 17 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.