Hey, it's Kramer, and this is my morning take on the market from today's CBC Investing Club morning meeting.

We do have a higher market, but the stock that I'm actually focused on that's not up that I think should be is Apple.

Apple had a fantastic quarter, but even more important, it had great guidance.

I think that this is going to prove if it comes down to be a buying opportunity for those

who do not own any Apple, because when you get a conviction level that I heard Tim Cook,

and I spoke to Tim Cook personally, I've never heard it before like this.

So let it come in, let people say, oh, it's Hindenburg, which is some technical thing.

I say let it come in, and then if you don't own an Apple, you can buy it. We have a same

attitude we've always that, which is own it, don't trade it. That's the attitude we have for

Vindon Vindia too. And I thought that Tim's conviction level never heard him as much.

Yeah, look, the quarter was solid. You had revenue up eight. Services revenue up 15% better

than expected. iPhone sales up six. It wasn't missed. You know, America's China, China's missed.

There were some supply constraints there. That's going to get better next quarter.

But it is the guide that was so meaningful. Guided revenue to increase 10 to 12 percent, much better than the 6 percent estimate.

iPhone revenue growth, double digits. Which is extraordinary.

Yes, and service revenue growth looks higher than estimates as well. So it was a good quarter.

Yeah, the multiple at 33 is not the real multiple.

It's probably going to end up being like 27, 28.

Again, I've only listened to the CFO, the amount of cash they generate.

This is a company that is on course again.

It's had a huge comeback since April when there was concerns about tariffs really crushing their profits,

but they've been able to manage their supply chain.

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