Apple: M2 Chip Unlocks New Growth Cycle Amid Bloodbath

Jun. 15, 2022 7:57 AM ETApple Inc. (AAPL) StockAAPL114 Comments

Summary

  • Apple is now undervalued by 13% from its historical average, almost at most attractive level in a decade.
  • Yet Apple's fundamentals remain strong, with arguably the most powerful product lineup in its recent history.
  • In particular, the M2 debuted recently will provide a strong catalyst to propel new products, maintain its pricing power, and boost its profitability for years to come.
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M2 processor chip. Network digital technology with computer cpu chip on dark motherboard background. Protect personal data and privacy from hacker cyberattack.

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Thesis

Recent market corrections have provided a rare entry opportunity to buy Apple (NASDAQ:AAPL) shares at an attractive valuation. As you can see from the following chart, the NASDAQ 100 index suffered more than a 30% correction YTD. AAPL

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This article was written by

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Envision Research, aka Lucas Ma, has over 20+ years of investment experience and holds a Masters with in Quantitative Investment and a PhD in Mechanical Engineering with a focus on renewable energy, both from Stanford University. He also has 30+ years of hands-on experience in high-tech R&D and consulting, housing sector, credit sector, and actual portfolio management.

He leads the investing group Envision Early Retirement along with Sensor Unlimited where they offer proven solutions to generate both high income and high growth with isolated risks through dynamic asset allocation. Features include: two model portfolios - one for short-term survival/withdrawal and one for aggressive long-term growth, direct access via chat to discuss ideas, monthly updates on all holdings, tax discussions, and ticker critiques by request.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of AAPL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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