What podcasts say about Apple
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Apple
330 statements · 230 positive · 80 negative · 5 mixed · 15 neutral
- Vitaliy KatsenelsonPositiveNov 12, 2026· The Intellectual Investor – Value Investing by Vitaliy Katsenelson
Combining growth and quality creates substantial value, as illustrated by Apple.
“When you combine growth with quality, however, the mixture is magical and will result in a lot of value. Think Apple.”
Open the episode · The Values of Value Investing – Ep 307Listen at 6:03
Apple is well positioned as a counterweight to peers’ AI capital spending.
“Apple has I think situated themselves well as we've talked about sort of over the past several many months at this point.”
Open the episode · Storm Clouds Ahead For Apple?, Debating Amazon’s Bee Frontier, AI as UIListen at 4:17
Apple shareholders should continue holding the stock.
“I would hold it if I had it.”
Open the episode · Nvidia Shares Sink on New Allegations Against CEO Jensen HuangListen at 24:33
Investors should remain long Apple shares.
“you stay long. I don't know why you wouldn't”
Open the episode · Nvidia Shares Sink on New Allegations Against CEO Jensen HuangListen at 25:31
“What did the stock do for Apple that year? It was up 25%.”
Open the episode · Nvidia Investigation Rocks Stock, Even as Broad Market RalliesListen at 16:34
Investors should buy Apple during declines.
“And then buy the dip because Apple's just a great company.”
Open the episode · Where to buy the dipListen at 9:25
Apple stock is overvalued relative to Morningstar’s forecast.
“we think that the stock is overvalued.”
Open the episode · 4 Growth Stocks to Buy While They’re Still UndervaluedListen at 17:01
Apple’s valuation justified trimming the position.
“at this price, we thought it made sense to trim some.”
Open the episode · NVIDIA Fallout and AI Trade RotationListen at 24:13
Apple’s revenue growth is currently in the low teens.
“their revenues are like low teens. We haven't seen that.”
Open the episode · NVIDIA Fallout and AI Trade RotationListen at 24:35
Apple remains overvalued despite stronger revenue growth.
“I think it's still too expensive.”
Open the episode · NVIDIA Fallout and AI Trade RotationListen at 25:21
Apple has outperformed because investors view it as a safe quality company.
“Apple has done well because it's a quality, safe company that people have migrated into.”
Open the episode · Bitcoin Beats Stocks for the Next 5 Years? | Jordi VisserListen at 46:37
Apple makes excellent products and is a fantastic company.
“Apple is a fantastic company and they make amazing products.”
Open the episode · Most Replayed Moment: The One Habit Behind Every Breakthrough Idea - Spotify FounderListen at 22:37
Apple can remain a great company without winning in AI.
“I don't think Apple needs to invest or win, quote unquote, win in AI to continue to be a great company.”
Open the episode · Nasdaq In Freefall: Is the AI Trade Ending?Listen at 26:48
Investors should buy Apple stock.
“The people have spoken. What have they said? They've said buy the stock of Apple.”
Open the episode · Mad Money w/ Jim Cramer 11/4/26Listen at 0:32
Traders interpreted the election results as a reason to buy Apple stock.
“They've said buy the stock of Apple.”
Open the episode · Mad Money w/ Jim Cramer 11/4/26Listen at 0:36
Apple stock rose because data-center construction prospects may have changed radically.
“I think Apple's stock soared because the outlook for new data center construction may have changed, perhaps radically.”
Open the episode · Mad Money w/ Jim Cramer 11/4/26Listen at 2:12
Apple is likely the biggest beneficiary of the DRAM-price shift.
“I genuinely believe that Apple is the biggest beneficiary”
Open the episode · Mad Money w/ Jim Cramer 11/4/26Listen at 6:30
Apple is expected to generate $150 billion in free cash in fiscal 2027.
“We think Apple is going to generate $150 billion of free cash in fiscal 2027.”
Open the episode · Tech Tumbles as Data Center Buildout Faces New ScrutinyListen at 15:53
Apple will generate $150 billion in free cash during fiscal 2027.
“We think Apple is going to generate $150 billion of free cash in fiscal 2027.”
Open the episode · Tech Tumbles as Data Center Buildout Faces New ScrutinyListen at 15:53
Higher memory prices have benefited Apple’s revenue growth and profitability.
“all of this memory increase in price has actually been fantastic for apple from an overall revenue growth and um and profitability perspective”
Open the episode · Ep 63: $AAPL & $RIVN Earnings, $META Humanoid Robot, $RKLB PreviewListen at 34:06
Apple buybacks appear nominally value-destructive at current valuations and rates.
“share buybacks for apple at sort of these valuations with these sort of interest rates seem uh, nominally value destructive”
Open the episode · Why This Short Seller Doesn’t Want to Short the AI Bubble | Russell ClarkListen at 34:52
Apple has not introduced an era-defining technology for a long time.
“it's been a long time since apple came out with a new era defining technology”
Open the episode · Why This Short Seller Doesn’t Want to Short the AI Bubble | Russell ClarkListen at 36:30
Apple’s brand appeal may be challenged in the AI-agent era.
“does Apple maintain its cache?”
Open the episode · Why This Short Seller Doesn’t Want to Short the AI Bubble | Russell ClarkListen at 37:16
Apple appears relatively insulated from data-center restrictions and maintains strong growth.
“Apple looks like the safe bet.”
Open the episode · Closing Bell 11/4/26Listen at 1:00
Apple shares fell 1.9% despite strong earnings and iPhone sales.
“Apple fell 1.9% Tuesday, despite earnings beating expectations and iPhone sales looking solid.”
Open the episode · Election Top of Mind but AMD, AI Results ImpressListen at 1:52
Apple shares fell after forecast lower quarterly margins from rising component costs.
“Shares slid on a forecast for lower margins this quarter as prices for components rose, especially memory chips.”
Open the episode · Election Top of Mind but AMD, AI Results ImpressListen at 2:00
Capital will return to Apple because of its free cash flow.
“Money will find its way back into Apple.”
Open the episode · Cracks In The AI Trade… And AMD Reports Results 11/3/26Listen at 5:25
Limited data-center spending creates a competitive moat around Apple.
“you've created another moat around them”
Open the episode · Post-Midterm Playbook 11/4/26Listen at 6:33
Apple’s earnings were good but not great, and its stock reaction was reasonable.
“I thought they were good, not great. And I thought the stock's reaction was an adult reaction.”
Open the episode · The AI Theme Isn’t Dead, Apple and Palantir Report, Alphabet’s Very Bad Day, HALO Is BackListen at 11:55
Apple buyers primarily seek earnings stability rather than quarterly growth.
“I think the people that have been buying Apple have a different motivation. They're looking for the stability of earnings.”
Open the episode · The AI Theme Isn’t Dead, Apple and Palantir Report, Alphabet’s Very Bad Day, HALO Is BackListen at 12:09
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.