AAPLBullpending
Meet KevinTarget Price
$600
“you could be looking at close to a $600 stock which means a company that is as big as Apple could essentially double within the next maybe even three years.”
Thesis at the time
Strongly BullishKevin argues Apple is entering a major growth phase driven by two catalysts: a potential return to the enterprise server market using Nvidia's NVLink Fusion networking tech, and the new iPhone Duo device which he sees as a killer product for sales, travel, and parenting use cases. He believes these catalysts could push Apple's growth rate well above the ~9% currently priced in by analysts, potentially doubling the stock within a few years.
Key arguments
- Apple in talks with Nvidia to build AI servers using Apple silicon and NVLink Fusion networking
- Mac segment growing 28% YoY, driven by AI developers buying Mac Minis/Studios for local compute
- iPhone Duo could offset shrinking iPad segment (-6%) with high-margin iPhone sales
- Product gross margins already expanding (40.6%), server margins could approach 50%
- At a higher growth rate, Apple could re-rate to a much higher PEG multiple
Counter-arguments acknowledged
- Maybe it's ludicrous / he could be wrong
- Server product isn't expected until 2029 and could still be cancelled
- Assumes no major market crash
- Position size is very small so not just 'talking his book'
Hedges and caveats (from the video)
- Acknowledges uncertainty with Iran and geopolitical risks
- Notes volatility is expected despite optimism on economic conditions
- Mentions uncertainty around Treasury yields and oil prices
- States 'does that mean we're going straight up? No, not necessarily'
- Discusses fear and uncertainty as dominant market sentiment
The call
- Date said
- Sep 16, 2026
- Timeframe
- within the next maybe even three years
- Price at prediction
- $331.34
- Current price (live)
- $339.75$260.25 below target
- Confidence
- medium
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Specific price target and personal stated intent to buy more add confidence, but hedges like 'maybe it's ludicrous' and 'maybe I'll be wrong' pull it down to medium.