You're right that the case is more clear for $TSLA than for $AAPL.

I think for $AAPL, it boils down to the progress of Project Titan --their automotive program.

It Titan is in better shape than the consensus belief, then they may do well to pass on the opportunity. Although I'm very skeptical of Titan. Even if they are developing a 1st class self-driving solution consisting of sensors, chips and SW, it would be the first time they don't take full control of the overall product --the car.

Also, EV brand authenticity belongs to Tesla. It is too late for Apple to develop the brand power it has on handheld devices in EV, IMO.

Hmm, Dick Kaplan may be on to something. Apple does do that. Let the other company waste a fortune figuring out what works and what doesn't. Then Apple can come in with something better and it's legions of fans will switch to their product. Go $AAPL!

This is a fascinating article and an Apple/Tesla partnership or merger would create a formidable presence in this space. But while it's clear why #Tesla and #Musk are in desperate need of a white night to sweep in and save the day, I don't believe you've made the case for how this would benefit #Apple or #TimCook. $TSLA $AAPL

This $AAPL trillion event kinda feels like the $BABA IPO.

I certainly won't start a position in $AAPL at 208! We are smarter than that don't worry.

But you have to factor in customer loyalty and like #Apple, #Tesla has rabid fans. For example, Apple's stock should have tanked when it came out that they were deliberately slowing down customers' products so that they would be forced to buy new products - that's a complete betrayal of their customers. But it barely caused a blip. $TSLA $AAPL

Looks like people are finally starting to have enough of apple's ridiculously high prices. Could spell trouble for #Apple stock. $AAPL

You are being too harsh. Apple wasn't irresponsible, nor did it have any moral responsibility here to anyone other than $AAPL shareholders. It didn't make anyone buy this phone who couldn't afford it. People are free to do with their money what they wish. Apple took a gamble on this phone and lost and is adjusting their strategy appropriately. That is the very definition of corporate responsibility.

Tim Knight, why don't you include $AAPL as part of #FAANG?

Comments on Warren Buffer aside. I agree with the analysis on $aapl. I wrote a similar article regarding slowing iphone sales back in October. Since then Apple has rallied but not as much as it should have given the size of Buffets buying and stock buybacks. Will make a good short one day.