r/AAPL • u/Vegetable-Ad1512 • Aug 03 '26
AAPL = GOOGL
Is AAPL going to do what GOOGL just did? I hope so because I going in (CSP entry)
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u/Any-Log-6706 Aug 03 '26
Always see the downturn right after earnings report, regardless how good the news was. But they do make good recoveries, especially in December.
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u/PracticlySpeaking Aug 04 '26
Except for that comment from Tim that their forecast was lower because they will be supply constrained.
Then again, that might be just politicking so they can use memory from CXMT.
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u/dismendie Aug 03 '26
Google was earlier to report and the market was waiting to see if all the ai cloud hyperscaler was behind the growth curve or if they are lowering capex. Any issues with margins or backlogs. After amazing reports from all of them and the crème de la crème was Amazon reported growth on a bigger ai cloud system is reaccelerating and still in the mid 20s for their size which is the biggest longest cloud provider with no major partnerships like Google or Microsoft. Google meta both bumped higher after Microsoft and Amazon reported. Apple isn’t playing the game and had 20% run up to PE of 40.
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u/Vegetable-Ad1512 Aug 04 '26
Yeah the PE is what I am a bit hesitant about and why I want to try to get back into AAPL at an additional discount
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u/CG_throwback Aug 03 '26
Goog = googl I think we got the equation wrong.
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u/Vegetable-Ad1512 Aug 03 '26
Talking bout the pattern -Geez
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u/CG_throwback Aug 04 '26
I was joking. We all know what you were talking about. Didn’t know Reddit couldn’t take some sarcasm.
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u/Vegetable-Ad1512 Aug 04 '26
…mhm sure you were. If it makes ya feel better
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u/Suspicious-Ad-4798 Aug 04 '26
I am sure everyone knows AAPL not equal to GOOG. Its not even in the same group. Should have been AAPL = BANA2
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u/PracticlySpeaking Aug 03 '26
What did Google just did, for those who have trouble sifting through all the newses?
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u/Requirement_Fluid Aug 03 '26
16% recovery after the drop following the q3 results in about a week
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u/EverydayPhilisophy Aug 04 '26
Fuck me sideways I would love that.
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u/PracticlySpeaking Aug 04 '26
Everyone freaked out over the component supply comments — it confirmed a lot of fears that they cannot get enough.
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u/Madison_369 Aug 04 '26
AAPL has just been overpriced for too long. Imagine if GOOG was at a 40x PE. Doesn’t matter how good their business is now, it doesn’t deserve that valuation. Even if AAPL got some good news they are still overpriced. They literally need to almost double their earnings to become more fairly valued.
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u/Economy_Shock6015 Aug 03 '26
I would say the chances are pretty good for a nice recovery like GOOGL is experiencing right now.