The Crowd Tape

What the street is doing, not what I think

What top X accounts are doing, not what I think

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AAPL

Apple Inc.Partly aligned
Close 341.64 (2026-10-15)28 days +1.4%1Y +37%28 d mentions 52

Stance mix of tracked accounts 22 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
7
Neutral
10
No stance
5
Bearish
0
Accounts BullNeuBearNone
@KobeissiLetterViews ›0200
@amitisinvestingViews ›0201
@firstadopterViews ›0101
@munster_geneViews ›4310
@RyanDetrickViews ›0001
@carlquintanillaViews ›0200
@StockSavvyShayViews ›0311
@Jake__WujastykViews ›0001
@ripster47Views ›0001
@IBDinvestorsViews ›0200
@jimcramerViews ›1000
@garyblack00Views ›1100
@charliebilelloViews ›0200
@TrendSpiderViews ›2101
@Mr_DerivativesViews ›2200
@SawyerMerrittViews ›0100
@GerberKawasakiViews ›0100
@TrungTPhanViews ›1203
@alphatrendsViews ›0001
@petenajarianViews ›1000
@JC_ParetsXViews ›1000
@Beth_KindigViews ›0100

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • 6Technicals
  • 3Catalyst
  • 3Fundamentals
  • 1Sentiment
  • @JC_ParetsX: @JC_ParetsX: Apple closed at a new all time high yesterday.
  • @munster_gene: @munster_gene: as Apple adds AI across products, the goalposts move to personalized bots; on the Nov 2 earnings call he will listen for a Muse and Grok bot competitor. $AAPL got test approval for AI Siri in China, earlier than his mid 2027 expectation.
  • @munster_gene: @munster_gene: $AAPL got test approval for AI powered Siri in China, a big step he expected mid 2027; he guesses general availability in 1H 2027, noting Tesla's FSD testing approval in China a year ago has not progressed.
Bear case
  • 2Fundamentals
  • @munster_gene: @munster_gene says Apple's AI risk is not losing the iPhone but getting boxed out of the services upside for $AAPL. If users lock into $META Muse or $SPCX Grokbot first and start paying $20+ per month, it will be harder to get them to switch to Siri, so Apple needs to move faster.
  • @StockSavvyShay: $AAPL reportedly cut iPhone 18 Pro component orders by 15% to 20% as higher prices weigh on demand. With memory costs pushing iPhone prices higher even Apple is starting to see limits of passing those costs to consumers.

Partly aligned. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Neutral First call
Fundamentals · Medium term · TSMC $TSM reported Q3 revenue of $46.72 billion, up 41.1% YoY and beating estimates for $45.7 billion. For Q4, TSMC guided for revenue to be $52.3-$54.3 billion, up 58% YoY and above estimates for $50.5 billion. Mentions $NVDA $AMD $AVGO $AAPL.
2026-10-16 01:12 HKT Original post ↗
Bullish First call
Technicals · Short term · @JC_ParetsX: Apple closed at a new all time high yesterday.
2026-10-15 21:10 HKT Original post ↗
Bullish First call 7d: strengthened
Catalyst · Medium term · @munster_gene: as Apple adds AI across products, the goalposts move to personalized bots; on the Nov 2 earnings call he will listen for a Muse and Grok bot competitor. $AAPL got test approval for AI Siri in China, earlier than his mid 2027 expectation.
2026-10-15 20:54 HKT Original post ↗
Bullish First call
Technicals · (Reposted by @petenajarian) @Trading_Sunset: US futures lean weak. Strength: $WMT $AMGN $SLV $GLD $SCHW $HSBC $AAPL. Weakness: $FMC $RKLB $SKHY $MU $TSM $CRWV $NAT $CAT.
2026-10-15 19:53 HKT Original post ↗
Bullish strengthened (was Neutral)
Sentiment · Long term · @TrungTPhan: Apple's market cap closed above $5 trillion for the first time, noting it suffered two 80% drawdowns (1991 to 1997 and 2000 to 2003).
2026-10-15 08:32 HKT Original post ↗
Bullish strengthened (was Neutral)
Technicals · Short term · @Mr_Derivatives: AAPL, MSFT and META are near all time highs and NVDA, AMZN, GOOGL and TSLA are holding up, about 40% of the S&P 500 weight, so the other ~493 stocks matter less.
2026-10-15 04:37 HKT Original post ↗
The Kobeissi Letter @KobeissiLetterViews ›
Neutral First call
Technicals · Just 10 stocks have driven 70% of the S&P 500’s gain since March 30th, adding +16 percentage points to the index’s +23% gain. $NVDA contributed the most (13% of gain, +3 pp), followed by $MU, $AAPL and $MSFT (each 9%, +2 pp), $AMD 8% and $GOOGL 7%. Remaining 490 stocks accounted for just 30% (+7 pp). Diversification is dead.
2026-10-14 13:00 HKT Original post ↗
Neutral First call
Fundamentals · @amitisinvesting market recap: bank earnings mixed but resilient; $GS had its second best revenue quarter ever as equities trading rose 72%, $C its best Q3 in a decade, $JPM missed EPS despite raising 2026 NII outlook, $WFC beat EPS but missed revenue. BofA survey says 10Y yields may need to near 6% before rotation into bonds; tech allocation highest since Aug 2020. Paul Tudor Jones says 2027 could be very challenging, like 1999, and expects to stay short. $AAPL unveiled $299 HomeView hub. $ORCL urged FERC to speed a gas pipeline for its New Mexico AI data center.
2026-10-14 09:20 HKT Original post ↗
Charlie Bilello @charliebilelloViews ›
Neutral First call
Valuation · Apple is now trading at nearly 11x sales, the highest valuation level in company history. $AAPL
2026-10-14 05:49 HKT Original post ↗
Brian Shannon, CMT @alphatrendsViews ›
No stance
Basis not tagged · @alphatrends shares tickers discussed on @TraderTVLive with @tradertvshawn and @tradertvneal: $PLTR $AAPL $RDDT $MRVL $CBRS $FSLY $CVNA $NVAX $FHN $PFE. The post itself gives no stance on any of them.
2026-10-14 03:29 HKT Original post ↗
Neutral First call
Catalyst · HomeView Smart Home Hub Debuts https://www.investors.com/news/technology/apple-stock-homeview-smart-home-hub-debuts/
2026-10-14 00:25 HKT Original post ↗
Neutral First call 7d: strengthened
Fundamentals · @StockSavvyShay shares that Infleqtion CTO says quantum computing could one day help make $AAPL iPhone batteries last years instead of hours, but the future is QPUs working alongside $NVDA GPUs and CPUs rather than replacing them. The quoted post notes Infleqtion got 30 logical qubits from 80 physical ones last month, with a target of 100 logical qubits by 2028.
2026-10-13 23:38 HKT Original post ↗
Neutral First call
Fundamentals · @GerberKawasaki, quoting the Apple HomeView launch video, says "thanks but no thanks" to Apple: the last thing he wants in his home is another screen. $AAPL
2026-10-13 23:13 HKT Original post ↗
Neutral First call
Catalyst · @SawyerMerritt: Apple unveiled HomeView, a $299 7 inch smart display with A18 chip and new Siri AI, releasing Nov 13, 2026.
2026-10-13 22:32 HKT Original post ↗
Bullish strengthened (was Neutral)
Technicals · Short term · @TrendSpider says Apple $AAPL is making new all-time highs, quoting its own post about the $299 HomeView smart home display launch.
2026-10-13 21:33 HKT Original post ↗
Neutral weakened (was Bullish)
Basis not tagged · Replying to @wholemars: $AAPL advertises. No new market view.
2026-10-11 17:48 HKT Original post ↗
Bullish First call
Catalyst · Short term · Selling Apple ahead of the home reveal on the 13th and the Duo pre order on the 16th may mean that you are on a permanent intellectual vacation
2026-10-09 21:27 HKT Original post ↗
No stance
Basis not tagged · （@ripster47 轉發）Tenet 10 月 9 日早盤摘要，列出 $SPX $AAPL $NVDA $META $DAL 等一大堆代號與比特幣。
2026-10-09 20:44 HKT Original post ↗
No stance
Technicals · $AAPL
2026-10-09 19:30 HKT Original post ↗
Carl Quintanilla @carlquintanillaViews ›
Neutral First call
Valuation · （@carlquintanilla 轉發）標普五大股 $NVDA $AAPL $GOOGL $MSFT $AMZN 市值等於最小 434 檔股票的總和，集中度史上最高。
2026-10-09 16:43 HKT Original post ↗
Ryan Detrick, CMT @RyanDetrickViews ›
No stance
Basis not tagged · Steve Jobs passed away 15 years ago this week. Take a guess how much $AAPL is up since then? @sonusvarghese gives the answer here 👇👇👇 🍎
2026-10-09 11:36 HKT Original post ↗
Neutral First call
Catalyst · If Samsung dramatically cuts phone production, would that be bullish or bearish for Apple in the coming year? I'm not sure either way yet.
2026-10-08 21:20 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 36 posts · Bull 12 / Bear 1
    @TrungTPhan: @TrungTPhan: Apple's market cap closed above $5 trillion for the first time, noting it suffered two 80% drawdowns (1991 to 1997 and 2000 to 2003). (Bullish)
  • 10/3–10/9 · 16 posts · Bull 1 / Bear 1
    @jimcramer: Selling Apple ahead of the home reveal on the 13th and the Duo pre order on the 16th may mean that you are on a permanent intellectual vacation (Bullish)
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

AAPL Neutral2026-10-16 01:12 HKTOriginal post ↗

TSMC $TSM reported Q3 revenue of $46.72 billion, up 41.1% YoY and beating estimates for $45.7 billion. For Q4, TSMC guided for revenue to be $52.3-$54.3 billion, up 58% YoY and above estimates for $50.5 billion. Mentions $NVDA $AMD $AVGO $AAPL.

See original

TSMC $TSM reported Q3 revenue of $46.72 billion, up 41.1% YoY and beating estimates for $45.7 billon. For Q4, TSMC guided for revenue to be $52.3-$54.3 billion, up 58% YoY and above estimates for $50.5 billion. $NVDA $AMD $AVGO $AAPL

Reasoning: Fundamentals · Medium term

AAPL Bullish2026-10-15 21:10 HKTOriginal post ↗

@JC_ParetsX: Apple closed at a new all time high yesterday.

See original

Apple just closed at a new all-time high. Yesterday.

Reasoning: Technicals · Short term

AAPL Bullish2026-10-15 20:54 HKTOriginal post ↗

@munster_gene: as Apple adds AI across products, the goalposts move to personalized bots; on the Nov 2 earnings call he will listen for a Muse and Grok bot competitor. $AAPL got test approval for AI Siri in China, earlier than his mid 2027 expectation.

See original

Just as Apple picks up momentum at adding AI across their products, the goalposts are changing, now focused on the personalized bot. Thats what I’ll be listening for on their September earnings call on Nov 2, moving from AI powered chat experience to a Muse and Grok bot competitor.

Reasoning: Catalyst · Medium term

AAPL Bullish2026-10-15 20:47 HKTOriginal post ↗

@munster_gene: $AAPL got test approval for AI powered Siri in China, a big step he expected mid 2027; he guesses general availability in 1H 2027, noting Tesla's FSD testing approval in China a year ago has not progressed.

See original

$AAPL gets test approval for AI powered Siri in China. This is a big step forward. I expected this milestone mid 2027. Now the question is when will it move from testing to general availability. My guess is the first half of 2027. Keep in mind, testing doesn’t mean general availability. Just over a year ago, Tesla got “approval for testing” on FSD in China, and so far it’s been crickets on that front

Reasoning: Catalyst · Medium term

AAPL Bullish↻ Repost of @Trading_Sunset2026-10-15 19:53 HKTOriginal post ↗

(Reposted by @petenajarian) @Trading_Sunset: US futures lean weak. Strength: $WMT $AMGN $SLV $GLD $SCHW $HSBC $AAPL. Weakness: $FMC $RKLB $SKHY $MU $TSM $CRWV $NAT $CAT.

See original

The day begins... US equity futures are leaning weak. Strength: $WMT $AMGN $SLV $GLD $SCHW $HSBC $AAPL Weakness: $FMC $RKLB $SKHY $MU $TSM $CRWV $NAT $CAT Have a good Thursday 🌦️ @petenajarian - The Thin Red Line (1998)

Image 1 ↗

Reasoning: Technicals

AAPL Bullish strengthened2026-10-15 08:32 HKTOriginal post ↗

@TrungTPhan: Apple's market cap closed above $5 trillion for the first time, noting it suffered two 80% drawdowns (1991 to 1997 and 2000 to 2003).

See original

Apple market cap closed above $5 trillion for the first time today. If you had invested in $1 in 1990, you would have $0 today because your paper hands would have definitely sold during one of its two 80% drawdowns (1991 to 1997 or 2000 to 2003).

Image 1 ↗

Reasoning: Sentiment · Long term

No-stance mentions (11)
AAPL No stance2026-10-14 03:29 HKTOriginal post ↗

@alphatrends shares tickers discussed on @TraderTVLive with @tradertvshawn and @tradertvneal: $PLTR $AAPL $RDDT $MRVL $CBRS $FSLY $CVNA $NVAX $FHN $PFE. The post itself gives no stance on any of them.

See original

From @TraderTVLive today w @tradertvshawn and @tradertvneal $PLTR $AAPL $RDDT $MRVL $CBRS $FSLY $CVNA $NVAX $FHN $PFE

Image 1 ↗ Image 2 ↗

Reasoning: Not tagged by analyst

AAPL No stance2026-10-14 02:22 HKTOriginal post ↗

@TrungTPhan replies to @MathiasSundin laughing and hoping Apple irons out that AI function.

See original

@MathiasSundin hahaha man, hope Apple irons that AI function out

Reasoning: Not tagged by analyst

AAPL No stance↻ Repost of @iamjakestream2026-10-14 01:00 HKTOriginal post ↗

(Reposted by @TrungTPhan) @iamjakestream says @pitdesi would buy this, quoting a satirical post about Apple unveiling the iToilet Pro Max smart bathroom fixture with Siri AI for fecal health analysis, starting at $6,499.

See original

@pitdesi would buy this

Reasoning: Not tagged by analyst Specific

AAPL No stance2026-10-14 00:13 HKTOriginal post ↗

@TrungTPhan posts a satirical announcement that Apple unveils the iToilet Pro Max as part of its smart home initiative. The fixture uses Siri AI for fecal health analysis and connects to HomeView, starting at $6,499 in 4 colors.

See original

JUST IN: Apple unveils the iToilet Pro Max as part of its smart home initiative. The bathroom fixture uses Siri AI for fecal health analysis and seamlessly connects to HomeView smart display. Starts at $6,499 and available in 4 colors: White, Cosmic Orange Burgundy and Glacier.

Image 1 ↗ Image 2 ↗ Image 3 ↗ Image 4 ↗

Reasoning: Not tagged by analyst Specific

AAPL No stance2026-10-13 21:30 HKTOriginal post ↗

@TrendSpider replies with details and more info linking to https://www.apple.com/apple-homeview/.

See original

Details/more info: https://www.apple.com/apple-homeview/

Reasoning: Not tagged by analyst

AAPL No stance↻ Repost of @TENETTRADEGROUP2026-10-09 20:44 HKTOriginal post ↗

（@ripster47 轉發）Tenet 10 月 9 日早盤摘要，列出 $SPX $AAPL $NVDA $META $DAL 等一大堆代號與比特幣。

Image 1 ↗

Reasoning: Not tagged by analyst

AAPL No stance2026-10-09 20:34 HKTOriginal post ↗

$META is building AI glasses around the idea that people would rather experience a moment than watch it through their phone. That gives Meta a direct path to owning the camera, personal context and AI assistant without relying on $AAPL ecosystem.

Image 1 ↗ Image 2 ↗

Reasoning: Fundamentals · Long term

AAPL No stance2026-10-09 19:30 HKTOriginal post ↗

$AAPL

Image 1 ↗ Image 2 ↗

Reasoning: Technicals

AAPL No stance2026-10-09 18:02 HKTOriginal post ↗

OK. It might be bearish for Apple 🤣

Image 1 ↗

Reasoning: Not tagged by analyst

AAPL No stance2026-10-09 11:36 HKTOriginal post ↗

Steve Jobs passed away 15 years ago this week. Take a guess how much $AAPL is up since then? @sonusvarghese gives the answer here 👇👇👇 🍎

Image 1 ↗ Image 2 ↗

Reasoning: Not tagged by analyst

AAPL No stance2026-10-09 10:12 HKTOriginal post ↗

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. OpenAI told investors its annualized revenue was approaching $50B at the end of September, according to the Financial Times, below the roughly $70B figure that had been widely reported last month. The discrepancy reportedly reflects differences in accounting methods, with Anthropic including revenue generated through cloud partners such as AWS and Google Cloud, while OpenAI does not. Investors had attempted to adjust OpenAI’s figures to make them comparable with Anthropic’s, contributing to the higher estimate. The report weighed on AI infrastructure sentiment, with several semiconductor stocks falling roughly 5–7% as investors reassessed near-term AI spending expectations. OpenAI declined to comment. 2. The September FOMC meeting minutes showed that most Federal Reserve officials expect another interest rate hike by year-end, reinforcing the central bank’s higher-for-longer stance. All 19 Fed officials supported the September rate hike, reflecting unanimous concern that inflation remains above target. The minutes also said almost all policymakers believe inflation risks remain tilted to the upside, with several officials warning that the accelerating AI investment boom could increase demand faster than supply, adding to inflationary pressures. 3. Elon Musk said today that he sees an extraordinary long-term future for $SPCX SpaceX, writing: “This will sound super crazy, but I see a path to SpaceX

Reasoning: Not tagged by analyst Specific

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

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