Apple is coming back, 6% till ATH

Never bet against this Cash Cow

If we have a look at the Apple chart it looks like the consolidation is ending. We have recovered quite a bit already from the low we saw in April at about $170. The tariffs FUD and the delay of Apple Intelligence AI made investors sell. Now conviction is returning that Cupertino will come back once more.

The stock is flat 2025 YTD but if we zoom out a bit, the performance doesn‘t look bad at all: 1Y +7%; 2Y +40% and 5Y even +118%. Well, a Cash Cow like Apple is rare, the company did 24B USD of free cash flow the last quarter alone and almost 100B (!) USD the past twelve months. That’s extraordinary!

Applying Buffetts learnings - be greedy when others are fearful - I have stacked up my Apple position in spring and am quite happy about the gains since then. Now I am holding strong and hope we will see a new ATH this year.

Are you following Apple or holding some shares?