Stock price when the opinion was issued
On Tuesday, they roll out the iPhone 17 and he likes what he's hearing about them. But Wall Street doesn't seem to care. Own it, don't trade it. Is up only 7.78% the past year, trailing the S&P, but doesn't bother him. Is up 41% since the April low, back in the good graces of Trump. Apple sales are growing again. Remains a huge position of his.
Dumping a high-growth tech stock then planning to buy back at a lower price is a lot harder than you think. Apple is a classic example. Shares fell this year, because Apple lacks an AI strategy. Selling the best-selling iPhone stock to buy it back later is a mug's game.