CNBC's "Fast Money" Best Days Behind Apple?... And A Bitcoin Bond ETF 1/16/25
Jan 16, 2025
Apple faces a significant downturn as its iPhone sales in China see a staggering 17% drop, raising concerns about its future in a challenging market environment. Meanwhile, the introduction of a Bitcoin Bond ETF adds a new twist to crypto investing, offering exposure through corporate debt. The discussion also highlights the impressive rise of semiconductor stocks, driven by the AI boom, and takes a closer look at retail dynamics, particularly the contrasting performances of Target and Walmart. Stay tuned for insights on market volatility and investment strategies.
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Apple's Decline
- Apple's stock lost nearly 9% in 2025, becoming the worst-performing MAG7 stock.
- China concerns and looming trade wars weigh on the stock, with iPhone shipments plunging 17% in 2024.
Apple's Value
- Buy Apple on weakness; the China market share loss and lack of compelling AI offerings are already known.
- The stock's price doesn't reflect high AI expectations, and people will still upgrade.
Apple's Valuation
- Consider Apple's valuation: It hasn't matched S&P's growth but trades at a premium.
- The high valuation suggests good news is already priced in, potentially limiting future gains.