4.8 • 7.8K Ratings
🗓️ 8 April 2025
⏱️ 13 minutes
🧾️ Download transcript
In this insightful clip, Rashad Bilal, Ian Dunlap, and Troy Millings dive into a heated discussion about Apple's current status in the tech world. With recent challenges such as potential tariffs and rising iPhone prices, the team debates whether it's time to remove Apple from the popular "two tech to index" philosophy. Ian Dunlap shares his perspective on Apple's drawdown strategy, gross profit margins, and the need for innovation. The discussion also touches on the influence of geopolitical risks and the potential for Apple's future production in India. Could we see a change in leadership at Apple? Will the tech giant continue to hold its position in portfolios, or is it time to shift focus to companies like Nvidia? Tune in to hear expert opinions and strategies on navigating these turbulent times for Apple investors.
*Hashtags:*
#Apple #Investing #TechStocks #IanDunlap #RashadBilal #TroyMillings #StockMarket #Nvidia #Innovation #Geopolitics #ProductionStrategy
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1:38.4 | going to play no games. Let's jump right into this. The first thing I want to talk, I'm going to ask you is, is Apple efficiently, effectively |
1:48.2 | done? |
1:49.2 | When I say done, I mean, like, is it time to take them out of the two tech to index |
1:55.8 | philosophy? |
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