Apple: Berkshire Reducing Its Exposure Isn’t A Reason To Turn Bearish

Summary:

  • Berkshire Hathaway reduced its position in AAPL by almost -50%, but this doesn’t deter the bullish thesis for AAPL.
  • The Fed’s rate cuts will likely have a more significant impact on AAPL’s investment case than BRK.B’s actions.
  • Apple Intelligence and the upcoming upgrade cycle are expected to drive AAPL’s market cap to surpass $4 trillion by 2025.

Apple Store

Nikada/iStock Unreleased via Getty Images

I have been writing about Apple (NASDAQ:AAPL) since 2018, and no matter what the bear case was, AAPL continued to prove the bears wrong. Now, the latest highlight for the bears is that Berkshire Hathaway (


Analyst’s Disclosure: I/we have a beneficial long position in the shares of AAPL, AMZN, NVDA, GOOGL, META, TSLA, KO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Disclaimer: I am not an investment advisor or professional. This article is my own personal opinion and is not meant to be a recommendation of the purchase or sale of stock. The investments and strategies discussed within this article are solely my personal opinions and commentary on the subject. This article has been written for research and educational purposes only. Anything written in this article does not take into account the reader’s particular investment objectives, financial situation, needs, or personal circumstances and is not intended to be specific to you. Investors should conduct their own research before investing to see if the companies discussed in this article fit into their portfolio parameters. Just because something may be an enticing investment for myself or someone else, it may not be the correct investment for you.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.


Leave a Reply

Your email address will not be published. Required fields are marked *