PQUS6.870%
as of Sep 1
AAPL
GrowthAPPLE INC
Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. The company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; and wearables, home, and accessories comprising AirPods, Apple Vision Pro, Apple TV, Apple Watch, Beats products, and HomePod, as well as Apple branded and third-party accessories. It also provides AppleCare support and cloud services; and operates various platforms, including the App Store that allow customers to discover and download applications and digital content, such as books, music, video, games, and podcasts, as well as advertising services include third-party licensing arrangements and its own advertising platforms.
Close · 3M
+21.08%
Held by 5 AI ETFs
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals14
Win rate93% (13/14)
Avg buy return+4.70%
PQUS · Weight decrease · 2d
weight 6.770% → 6.650% (-0.120 pp)·stock down 3.8% in the 30 days before
Aug 23·entry $310.34·now $328.21
+5.76%
since Aug 23
PQUS · Accumulation · 5d
weight 6.500% → 6.770% (+0.270 pp)·stock down 3.8% in the 30 days before
Aug 21·entry $309.35·now $328.21Drifting
+6.10%
since Aug 21
PQUS · Accumulation · 5d
weight 6.470% → 6.700% (+0.230 pp)·stock down 4.5% in the 30 days before
Aug 20·entry $311.30·now $328.21Drifting
+5.43%
since Aug 20
PQUS · Weight increase · 3d
weight 6.470% → 6.540% (+0.070 pp)·stock down 8.2% in the 30 days before
Aug 16·entry $305.59·now $328.21Drifting
+7.40%
since Aug 16
PQUS · Weight increase · 2d
weight 6.470% → 6.520% (+0.050 pp)·stock down 8.2% in the 30 days before
Aug 15·entry $305.59·now $328.21Drifting
+7.40%
since Aug 15
+7.52%
since Aug 13
LQAI · Sudden change · 1d
weight 3.560% → 3.910% (+0.350 pp)·stock up 7.2% in the 30 days before
Sep 1·entry $325.13·now $328.21
+0.95%
since Sep 1
LQAI · Weight decrease · 2d
weight 3.540% → 3.470% (-0.070 pp)·stock down 3.8% in the 30 days before
Aug 21·entry $309.35·now $328.21
+6.10%
since Aug 21
LQAI · Weight increase · 2d
weight 3.340% → 3.540% (+0.200 pp)·stock down 3.3% in the 30 days before
Aug 19·entry $316.83·now $328.21Drifting
+3.59%
since Aug 19
+7.28%
since Aug 14
+7.52%
since Aug 13
+8.59%
since Aug 12
+7.64%
since Aug 11
BUZZ · Accumulation · 5d
weight 2.000% → 3.160% (+1.160 pp)·stock down 7.8% in the 30 days before
Aug 26·entry $313.45·now $328.21Drifting
+4.71%
since Aug 26
BUZZ · Accumulation · 5d
weight 1.990% → 3.170% (+1.180 pp)·stock down 6.8% in the 30 days before
Aug 24·entry $310.34·now $328.21Drifting
+5.76%
since Aug 24
BUZZ · Weight increase · 3d
weight 2.000% → 3.140% (+1.140 pp)·stock down 4.5% in the 30 days before
Aug 20·entry $311.30·now $328.21Drifting
+5.43%
since Aug 20
BUZZ · Weight increase · 2d
weight 2.000% → 2.110% (+0.110 pp)·stock down 3.3% in the 30 days before
Aug 19·entry $316.83·now $328.21Drifting
+3.59%
since Aug 19
+7.52%
since Aug 13
+8.59%
since Aug 12
+7.64%
since Aug 11
AIVL · Weight increase · 3d
weight 2.778% → 2.859% (+0.081 pp)·stock down 4.1% in the 30 days before
Aug 28·entry $319.70·now $328.21Drifting
+2.66%
since Aug 28
AIVL · Weight increase · 2d
weight 2.778% → 2.817% (+0.039 pp)·stock down 7.0% in the 30 days before
Aug 27·entry $314.58·now $328.21Drifting
+4.33%
since Aug 27
AIVL · Weight decrease · 2d
weight 2.826% → 2.775% (-0.051 pp)·stock down 3.8% in the 30 days before
Aug 21·entry $309.35·now $328.21
+6.10%
since Aug 21
AIVL · Weight increase · 3d
weight 2.701% → 2.826% (+0.125 pp)·stock down 3.3% in the 30 days before
Aug 19·entry $316.83·now $328.21Drifting
+3.59%
since Aug 19
AIVL · Weight increase · 2d
weight 2.701% → 2.769% (+0.068 pp)·stock down 5.1% in the 30 days before
Aug 18·entry $310.03·now $328.21Drifting
+5.86%
since Aug 18
+8.59%
since Aug 12
+7.64%
since Aug 11
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Aug 16
Recent AI ETF activity shows mixed signals, with some like PQUS gradually increasing their allocation to Apple, while others such as LQAI, BUZZ, and AIEQ have shown significant weight reductions. This stands in contrast to the value-investing framework's 'Fail' verdict, which primarily stems from Apple's current high valuation that offers no margin of safety.
- Circle of CompetenceApple's integrated ecosystem and strong consumer loyalty provide predictable unit economics, allowing for reasonable projection of ten-year cash flows.
- Economic MoatApple benefits from a powerful brand, high customer switching costs, and strong network effects from its App Store, creating a durable competitive advantage.
- ManagementInformation regarding management's specific candor, M&A discipline, and skin in the game is not provided within the given data, thus cannot be fully assessed.
- Financial HealthApple demonstrates exceptional financial health with a 137.18% ROE and strong revenue growth, indicating consistent profitability, despite the absence of full 10-year historical data.
- Margin of SafetyThe current P/E ratio of 34.36 and other high valuation multiples suggest the market is pricing Apple at a premium, leaving no defensible margin of safety.
Apple, a company with a predictable business model and an exceptionally strong economic moat, displays robust financial health. However, its current market price, reflected in high valuation multiples, leaves no margin of safety for a conservative long-term investor, leading to a 'Fail' verdict within this framework.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.