$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.