CIO @ arvy | CFA | Quality stocks, market cycles & investor psychology, on fundamentals AND technicals | #IBDPartner
Cite asCryptoQuant has tracked the directional calls on AAPL by @ThierryBorgeat on X since Aug 2025: not yet scored on AAPL (as of Nov 11, 2026).
Other assets covered (17)
4 AAPL calls on record, a thin history.
Relative view by default: fewer than 30 AAPL calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @ThierryBorgeat to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
The Magnificent Seven are not one trade. – Nvidia: -24%, 15x – Alphabet: -31%, 22.5x – Meta: -22%, 18.8x – Apple: -2%, 39x Three went on sale. One is still priced for perfection. $AAPL https://t.co/tFxaUH6LXX https://t.co/P2Y0BM9nIb
View original →The companies did everything right. Their shareholders still waited 18 years to break even. The dot-com darlings, 2000 to 2019: - grew sales 12% a year, as promised - grew sales more than 10x in two decades - lost 80% of their value from 2000 to 2002 anyway - started at 33 times sales - ended at 5 times sales - needed 18 years for investors just to get their money back - returned +16% in total after 20 years You could have been right about the internet in 2000. Right about the growth. Right about the companies. And still made 16% in 20 years. Today, Apple trades at 10.8 times sales. The highest in its history. The honest part: 10.8 is not 33. Today's leaders are far more profitable than the darlings of 2000. And a high multiple can be ignored for years. Valuation does not matter. Until it does.
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