So what’s with this divergence in the two mega-cap US stocks? And could Apple shares be worth a closer look?

Why are SpaceX shares tanking?

Since 16 June, SpaceX shares have fallen from around $225 to $127. That represents a fall of over 40%.

Personally, I’m not really surprised by this collapse. Because in mid-June, the valuation looked a bit silly.

At the time, the market cap was near $3trn. At that valuation, the company looked significantly overvalued.

Last year, revenue here was only $18.7bn. So, the price-to-sales ratio was off the charts.

It seems investors are finally catching on. According to CNBC, they’re aggressively shorting the stock (betting against it) at present.

Now, I don’t plan to short it myself. But I do expect it to fall further, given that insiders and long-term investors will shortly be about to offload stock.

I’m targeting a share price of around $100. If it was to fall to near that level, I may consider buying a few shares to tuck away for the long term.

The factors driving Apple’s share price

Turning to Apple, it’s a very different set-up. While SpaceX has crashed from $225 to $127 since 16 June, its share price has jumped from $299 to $335 (+12%), turning £5,000 into around £5,500 when factoring in FX rates.

While everyone was focusing on the shiny new thing on the Nasdaq, this old-school tech stock was quietly moving higher. Note that year to date, it’s up more than 20%.

Why is the stock ripping? There are a few reasons.

One is that investors are realising that Apple is most likely going to be the key gateway to AI for consumers. With 1.5bn iPhone users globally, the company is in an incredible position when it comes to offering consumers mobile access to AI models such as ChatGPT, Gemini, and Grok.

Another is that the company is spending far less on AI than the other mega-cap tech firms are. While the likes of Amazon, Alphabet, and Meta are throwing hundreds of billions of dollars at the buildout, Apple is spending almost nothing!

We could also be looking at a massive upgrade cycle, both for iPhones and computers. According to Morgan Stanley, roughly 1.3bn active iPhones can’t support the new AI-powered Siri.

It’s worth pointing out here that a lot of consumers bought Apple technology during Covid when disposable income was high. Today, much of this technology is probably on its last legs.

Upgraded to Buy

Are the shares worth considering today? Analysts at HSBC believe so.

They just upgraded the stock to a Buy rating and lifted their price target to $366. They reckon Apple’s robust product pipeline and enhanced AI capabilities are likely to drive growth in hardware revenue.

Personally, I’d be a little bit cautious after its recent run because the valuation is now quite lofty. With the price-to-earnings (P/E) ratio at 34 using the earnings forecast for the financial year starting October, there’s not much room for a setback such as a slowdown in sales.

That said, the share price trend is up and brokers are raising their price targets. So a small starter position could be worth considering.

Should you invest £5,000 in Apple right now?

When investing expert Mark Rogers and his team have a stock tip, it can pay to listen. After all, the flagship Twelfth Magpie Share Advisor newsletter he has run for nearly a decade has provided thousands of paying members with top stock recommendations from the UK and US markets.

And right now, Mark thinks there are 6 standout stocks that investors should consider buying. Want to see if Apple made the list?

Edward Sheldon owns shares in Apple, Amazon, Alphabet, and Nasdaq

The post While SpaceX’s share price has crashed from $225 to $127, Apple stock has turned £5,000 into… appeared first on The Twelfth Magpie.

Fun fact: anyone who invested £5,000 into his Berkshire Hathaway portfolio back in July 2021 is now sitting on approximately £10,861 today. That compares to the £9,810 the S&P 500 generated over the same period for a passive index investor.

But which stock’s done most of the heaviest lifting?

Apple’s extraordinary contribution

The single biggest driver of Berkshire’s five-year outperformance is its enormous stake in Apple (NASDAQ:AAPL) which, at its peak, represented more than 40% of Buffett’s entire portfolio.

But even in 2026, Apple’s just delivered yet another impressive quarterly update. During the first three months of 2026, the tech titan posted revenue of $111.2bn, up 17% year on year. Earnings per share also shot up 22% to $2.01 thanks to Services – the highest-margin part of the business – reaching a new all-time revenue record. And crucially, Apple delivered double-digit growth across every single geographic segment, including Greater China.

Yet looking ahead, this momentum doesn’t seem to be slowing. Guidance came in well ahead of analyst expectations, pushing the share price even higher. And with its market-cap now sitting near $4.5trn, Apple’s even giving Nvidia a run for its money.

So far, it seems Buffett’s was once again right about investing in Apple all the way back in 2016. But the question now is, can Apple continue to climb even higher?

What to watch

While Apple’s been firing on all cylinders lately, there are some critical weaknesses that investors need to watch carefully.

The company remains heavily dependent on Chinese manufacturing. Due to the ongoing trade tensions between the US and China, the business is exposed to a significant structural risk that even CEO Tim Cook explicitly flags on nearly every recent earnings call.

Management’s in the process of diversifying its manufacturing footprint outside of China into markets such as India and Vietnam. But this isn’t a simple or rapid process, and any disruption or delay could spark some profit-taking activity for a stock that’s now priced quite richly.

Is it still worth buying?

Buffett has actually been quietly trimming his Apple position over the past 18 months. But he still holds it as his single largest position by far.

That suggests these moves are likely more to do with portfolio management rather than a change in his conviction. And overall, I think Apple could have more growth under its belt. That’s why, for investors looking for a large-cap steady compounder, Apple shares might be worth investigating a bit further.

Should you invest £5,000 in Apple right now?

When investing expert Mark Rogers and his team have a stock tip, it can pay to listen. After all, the flagship Twelfth Magpie Share Advisor newsletter he has run for nearly a decade has provided thousands of paying members with top stock recommendations from the UK and US markets.

And right now, Mark thinks there are 6 standout stocks that investors should consider buying. Want to see if Apple made the list?

Zaven Boyrazian does not hold any positions in the companies mentioned.

The post £5,000 invested in Warren Buffett’s portfolio 5 years ago is now worth… appeared first on The Twelfth Magpie.

Buffett has now retired as CEO of Berkshire. But luckily, over the years, he’s shared a huge amount of plain-English advice that ordinary investors can use to try and boost their own long‑term returns.

Warren’s wisdom

Here are seven of his most important principles:

1. Invest for the long run.
2. Stay within your circle of competence.
3. Look for durable competitive advantages.
4. Demand a margin of safety on price.
5. Avoid unnecessary debt and leverage.
6. Be greedy when others are fearful.
7. Keep it simple.

In practice, these all work together. Long-term investing only makes sense if you understand the businesses you own (circle of competence) and believe they can defend their profits for many years (having a durable competitive advantage, or moat). Buying with a margin of safety helps protect you when you’re wrong. And avoiding leverage makes it easier to sit through downturns without being forced to sell at the bottom.

How Apple shows these rules in action

One of Buffett’s clearest real‑world examples of these principles in action is arguably Apple (NASDAQ:AAPL). Despite trimming his position recently, Berkshire still holds Apple as its single biggest stock investment, worth around $60bn and making up roughly 22% of its equity portfolio as of early 2026.

While Buffett has historically avoided the tech sector, Apple nevertheless sits firmly within Buffett’s circle of competence as a consumer‑facing brand with a loyal customer base.

Its product ecosystem gives it a huge moat, with over 2bn active devices helping to drive recurring high‑margin revenue, all supported by a healthy cash-rich balance sheet. And at the time of his initial investment, the valuation wasn’t too demanding either.

Even in the last few years, Buffett took advantage of the weakened share price throughout 2022 and 2023 while most investors were fixated on short-term supply chain challenges and slow AI implementation – exactly what tip #6 says to do.

Is Apple still a buy in 2026?

Since 2024, Buffett has been steadily trimming his stake in the tech giant. At one point, Apple was worth over 50% of Berkshire’s entire portfolio, so it’s not surprising to see some prudent portfolio rebalancing. However, there are some valid causes for concern in 2026 surrounding this business.

Global economic weakness and supply chain disruptions could hit iPhone demand quite hard – as could the brewing regulatory pressures and slow adoption of AI features.

Having said that, while the initial launch has been a bit rocky, the AI feature rollout is starting to gain momentum. And with future generations of iPhones looking like a far more significant upgrade, several institutional analysts have begun raising their share price targets.

In other words, the growth story doesn’t appear to be over. 

To me, Apple is a textbook example of Buffett’s playbook: a world‑class brand, a powerful moat, huge cash generation, and a shareholder‑friendly capital return policy that rewards long-term investors.

That’s why, for investors who want to try and follow in Buffett’s footsteps, this business could be worth a closer look today. And it’s not the only Buffett-like stock on my radar right now…

Should you invest £5,000 in Apple right now?

When investing expert Mark Rogers and his team have a stock tip, it can pay to listen. After all, the flagship Twelfth Magpie Share Advisor newsletter he has run for nearly a decade has provided thousands of paying members with top stock recommendations from the UK and US markets.

And right now, Mark thinks there are 6 standout stocks that investors should consider buying. Want to see if Apple made the list?

Zaven Boyrazian does not hold any positions in the companies mentioned.

The post 7 easy Warren Buffett tips to retire richer appeared first on The Twelfth Magpie.

Nevertheless, with the right investing strategy – one that focuses on using the stock market as a kind of ‘force multiplier’ – even a few quid a day could turn into something meaningful. By my calculation, a £3-a-day savings rate could lead to a yearly passive income of as much as £11,925 one day. Let me explain how.

End results

What does £3 a day give us then? Per year, that’s £1,095. And if we assume an investor starts their investing journey at 25 and ends it at 60 to give 35 years of saving, investing and compounding, we’re looking at a total of £38,325. In other words, nothing to write home about.

The idea is that our investments are going to grow the wealth more than that, and the trick is that compound interest will do a lot of the heavy lifting. Most people understand the basics of compound interest, but even long-time investors can be surprised by the end result.

If we apply an average 10% return over the years (broadly in line with historical averages) then the sum total will be £298,127. The nest egg is around eight times bigger because of the investments made over time.

Someone withdrawing at a 4% drawdown from that sum would receive passive income of £11,925 a year.

There’s a problem here though. That 10% isn’t guaranteed and many people will gain less than that. Even with the 10%, most don’t have the foresight to start investing at 25 (I certainly didn’t). So how can we apply the same process to a shorter timeframe than 35 years?

Stock to buy?

One of the ways to get an edge over the average return is to invest in better-than-average companies. One firm that fits the bill for me is US tech titan Apple (NASDAQ: AAPL), which I believe is a step ahead of any of its competitors.

The maker of the iPhone, MacBook et al is a mature company now and not likely to ’10-bag’ in double-quick time. But that doesn’t mean the rewards can’t be impressive. In the last five years, the share price is up 147% – a growth rate of over 19% a year.

Individual stocks come with their own challenges, too. The recent ‘Trump tariffs’ came out of nowhere and were a big blow for a company that outsources manufacturing to countries like China.

With a sizable £230 share price, a ‘£3 a day saver’ may need to look at fractional shares to own a smaller stake. And there’s the option of UK stocks that even new investors will know like Greggs, Tesco or Games Workshop.

Overall? Putting spare cash (of even a few quid a day) into the best companies going will always be a winning strategy. Only time will tell if Apple is one of those companies in the future, but I think it’s worth considering as part of a wider portfolio.

Should you invest £5,000 in Apple right now?

When investing expert Mark Rogers and his team have a stock tip, it can pay to listen. After all, the flagship Twelfth Magpie Share Advisor newsletter he has run for nearly a decade has provided thousands of paying members with top stock recommendations from the UK and US markets.

And right now, Mark thinks there are 6 standout stocks that investors should consider buying. Want to see if Apple made the list?

John Fieldsend owns shares in Apple, Tesco and Games Workshop.

The post Here’s how saving £3 a day could lead to an £11,925 yearly passive income appeared first on The Twelfth Magpie.

Different investors get different results. For some people who end up not investing, the opportunity cost of the missed chance is enormous.

Here are three skills I think it can be helpful for an investor to have before they make their first move in the stock market.

Setting goals and devising a strategy

How good are you at knowing what you are trying to achieve, implementing a plan to try to achieve it, and modifying what you do along the way based on what happens?

Investing can involve a steep learning curve and, over time, most investors evolve their style.

But I think it still helps, from the day one starts buying shares, to have some sort of plan about how to invest and what success looks like.

Spotting undervalued opportunities

Ultimately, investing tends to boil down to a number of key elements and an important one is being able to buy something for less than it turns out to be worth.

Ideally, that would be much less than it turns out to be worth.

Simple though that may sound, it can be devilishly difficult in practice. Knowing what a company’s real value is today can already be hard enough – but successful investing also requires someone to assess what it might be worth in future.

Learning how to identify great opportunities that have been undervalued by the market is a skill — and potentially a very lucrative one.

Assessing risks as they really are, not as we’d like them to be

One thing that unites many experienced investors and those that start buying shares for the first time is an inability to weigh risks properly.

When we buy shares, naturally that is because we think we see an opportunity. That can lead the mind to underplay some of the risks involved.

Truly great investors take risks seriously. They do not start buying shares in a company or industry without having weighed such risks thoroughly.

Putting the pieces together

Having zoomed in on those three areas, let me illustrate their importance with an investment made a decade ago by billionaire Warren Buffett: the shares he bought in Apple (NASDAQ: AAPL).

Buffett’s investing strategy is clear: he aims to buy into great companies at an attractive price.

That involves diversifying, as you can have too much of a good thing. When Apple stock soared after his purchase, ultimately he reduced the stake his company owned as it was starting to dominate the portfolio.

Apple was an undervalued opportunity a decade ago because many investors focussed on a lack of product innovation rather than the huge ongoing cash flow potential of a lean product range and large installed base of loyal users.

There were risks, of course. Lower cost competition was a threat a decade ago. Technological advances that have brought down prices mean that is an even bigger risk now.

But Buffett reckoned the Apple stock price back then gave him a big enough margin of safety. His firm’s profits of tens of billions of pounds on the Apple stake have proven him right.

The post Want to start buying shares? How good are you at these 3 things? appeared first on The Twelfth Magpie.

The company increased its dividend to $0.27 a share. Realistically, though, nobody cares about that – there’s a lot more to take a look at. 

Record revenues

Apple posted $111.2bn in revenues – 17% higher than last year. And earnings per share increased 22% to $2.01.

That’s a good result. In terms of sales, it matches the figures Amazon (17%) and Microsoft (15%) posted earlier this week. 

It’s also strong by Apple’s own standards. Over the last 10 years, 17% revenue growth has generally been hard to come by.

Source: Fiscal.ai

The $111.2bn revenue figure represents a record for the March quarter. But that shouldn’t be a huge surprise. 

The stock is trading at a price-to-earnings (P/E) ratio of 34. At that level, shareholders should probably be expecting earnings to go higher. 

It was clearly a very good final quarter for outgoing CEO Tim Cook. But the really interesting stuff is behind the headlines. 

Strong results

Apple’s revenue growth was roughly in line with Amazon and Microsoft. But there’s a big difference that investors should pay attention to.

Unlike its cloud computing rivals, the iPhone company hasn’t been spending heavily on data centres. In fact, it’s been strategically avoiding this.

It’s one thing to generate strong revenue growth by investing heavily – and there’s nothing wrong with that. But it’s another to do it without this.

Apple’s strategy is to avoid this expensive-looking rush for Nvidia GPUs. Instead, it’s focusing on developing its own server chips.

Investors should note, though, that R&D expenses are growing faster than any other category. So it’s not as if the firm is standing still.

Apple has also moved away from returning all excess cash to shareholders. There’s a $100bn share buyback on the way, but rising costs are worth keeping an eye on.

What’s the risk?

Apple’s AI plan is to integrate whichever products ultimately become successful. And there’s an obvious advantage to this strategy.

It avoids literally hundreds of billions in spending, which is great. But it does come with some risks. 

It means the company simply has to have a compelling hardware proposition at the right time. And that means the iPhone.

Apple’s latest report is very impressive in terms of products. But the firm is only ever as good as its last generation of devices.

That’s the thing investors need to keep an eye on going forward. Especially with the iPhone 18, which is expected in September.

It means shareholders can’t be complacent about the leadership transition. But I do think the company is in a very good place at the moment. 

Buying…

I’m getting buying vibes from Apple. But it’s not the stock that I’ve got my eye on.

The firm is doing well, but that’s reflected in the share price at the moment. So I’m looking at other ways to invest around the theme of AI right now. 

I do, however, like the look of the MacBook Neo. That’s something I’ve got my eye on seriously for later this year…

The post Apple stock rises after stellar earnings! I’m getting buying vibes appeared first on The Twelfth Magpie.

For anyone worried that the good times have been and gone, here are a few uplifting statistics:

• The S&P 500 (which is better studied that its British equivalent) breaks its record high an average of 38 times every single year.
• The index ends the month on a high one in every four months.
• Nearly half of all trading days end within 5% of the previous all-time high.

Near highs

So what’s going on here? To summarise: stocks markets tend to usually be at or near record highs. This shouldn’t come as too much of a surprise. For one, the effects of inflation mean that even if everything else remains constant, an index like the FTSE 100 should be slowly creeping upwards as the value of money decreases.

But perhaps more importantly, businesses are designed with growth and efficiency in mind. This is why stocks have made the best investments down the years – even beating housing most of the time, which I imagine comes as a shock to some of us.

A useful phrase to be reminded of here is that ‘time in the market beats timing the market’. What this is getting at is that investors should buy as early as they can and not worry about the day to day swings. The more time spent investing, the better. And that’s why getting started today is better than waiting for a better opportunity.

Not going anywhere

Where to get started? One stock that ticks a lot of the boxes for a newbie investor might be consumer goods giant Apple (LSE: APPL). The company sells popular products that aren’t going anywhere. An investment could be a great starting point to build wealth for a passive income.

It’s worth saying that for many American stocks, the dividends on offer are miserly. Investors here are looking at a dividend yield of 0.39%. The share price will need to rise from growth and share buybacks to make this a good investment. Yet Apple is up 98% in the last five years, so the track record here is good.

As for downsides, there’s an argument that the firm has lost its creative edge. The company that revolutionised consumer electronics with the iPhone and iPad has had a couple of stinkers recently. The recently released Apple Vision Pro – a £3,000 virtual reality headset – has hardly taken the world by storm and there are rumours of the product being wound down.

Like stock markets as a whole, the Apple share price is very close to a record high at the moment. Yet I don’t think that’s any reason to steer clear and I believe this is a stock to consider.

The post Starting with nothing? Here’s why now is the perfect time to start building a passive income appeared first on The Twelfth Magpie.

It’s hard to know which. But I think the situation is very different from one company to another and there are some key things investors can look for to try and find potential generational opportunities.

Disruption

Software companies have a few potential defences against the threat of AI disruption. But my strong sense is some of these are likely to be more effective than others.

Vertically integrated businesses are likely to be hard to disrupt. Companies that produce physical hardware have something that AI agents won’t be able to replace in the near future.

Equally, firms that operate in regulated industries are going to be more resilient. Getting the relevant licenses and permits is going to be hard – if not impossible – for new AI start-ups.

By contrast, switching costs might well come under pressure. Training staff on a new system is a lot of work, but it doesn’t matter as much if a firm is going to replace them with AI agents.

Likewise, companies launching their own AI products probably won’t offer much protection. It might stop customers leaving, but more competition will make it harder to increase prices.

What all of this means will vary from one company to another. But investors looking at tech stocks need to be clear about a firm’s long-term prospects in an AI world.

Hiding in plain sight 

Apple (NASDAQ:AAPL) has been relatively quiet in the AI movement. But it might have been pursuing a very smart strategy by staying away from the huge costs others have been incurring.

The firm hasn’t been competing in the battle for LLM supremacy. But it might not need to – it doesn’t have a search engine, but that hasn’t stopped it from making money.

Apple has used its market-leading position to extract fees from Google in exchange for prominent positioning on the iPhone. And my sense is that something similar is going to happen with AI.

If this is right, Apple is in an incredibly strong position without having to spend like some other companies are. That makes it very attractive in terms of cash flows. 

The biggest threat to this position, in my view, isn’t AI. It’s antitrust – and this is likely to be something that moves in and out of focus over time, so investors need to be aware of it. 

Importantly, though, the foundation of Apple’s strength is its hardware – specifically, the iPhone. And this is something that isn’t likely to be displaced by AI at any time in the near future.

Generational opportunities

Unlike some other tech stocks, Apple shares aren’t trading at an unusually low multiple. In fact, the stock has been relatively resilient while others have reached record lows.

That, however, is because it’s in a much stronger position than some of its rivals. And that’s why investors might consider buying it, even at today’s prices.

The post Is this the best time in a generation to buy tech stocks? appeared first on The Twelfth Magpie.

Which index is better? Where should investors look to grow their wealth? Which country is likely to offer the best returns on investment in the years ahead? The answer is obvious, isn’t it? Or is it?

Exceptions

A common viewpoint on this in the year 2026 is: yes, the S&P 500 is top dog. This is based on the dynamism of the US economy, a smorgasbord of exciting tech firms, a favourable business environment, and other factors. In many eyes, the S&P 500 is the embodiment of American exceptionalism.

Data backs this up. Proponents point to 10%-11% yearly returns stretching back over a century. The last 10 years have been particularly fruitful with 16% average returns for the S&P 500!

Aye, there’s the rub. The year 2016 marked a strong divergence in fortunes between the two indexes. The primary reason being the rise and rise of tech. The S&P 500 has the world’s biggest and brightest tech firms. The FTSE 100 has hardly anything by comparison.

What about before that? Interestingly, the FTSE 100 was performing better in the early parts of this century. A £10,000 stake in the S&P 500 would be worth £16,000 by the year 2014. The same stake in the FTSE 100 would be worth £17,000.

The original question then. Is the S&P 500 that much better than the FTSE 100? Perhaps, but it’s only the last 10 years where there has been a serious difference.

Of course, we can’t know whether the future will be better for the S&P 500 or the FTSE 100 any more than whether England will ever again win an Ashes series in Australia. That’s why I plan to get the best of both worlds – by investing in both.

One to consider

With the rise of modern banking and investing apps, I can invest in stocks from the US, UK, and other countries all from my iPhone. I can even invest in the maker of said electronic device Apple (NASDAQ: AAPL).

The popularity of iPhones, iPads, MacBooks, and other devices propelled Apple to being the second-biggest company in the world. It has also been in the vanguard of the S&P 500’s excellent performance in the last decade.

While the hardware is excellent, I think one reason the company could continue to excel is on the software side. When it comes to operating systems for smartphones or computers, no one else comes close, for my money.

That’s not to say Apple will always rule the roost. For one, the newest iOS release caused some controversy with users complaining that it prioritised ‘form over function’. The firm’s $3,500 VR headset – the Apple Vision Pro – looks like it will end up a flop too. Perhaps that’s a sign the innovative spark is no longer present.

To sum up? It’s impossible to say whether technology and the S&P 500 will continue to dominate. But if it does, I expect Apple shares to do very well. I’d say they’re worth considering.

The post Is the S&P 500 really that much better than the FTSE 100? appeared first on The Twelfth Magpie.

In its latest update, the company announced annual revenue growth of 16% and earnings per share up 19%. That’s exceptional, so should investors be thinking about buying the stock?

Growth

Apple reported revenues of $143.8bn in the three months leading up to 27 December 2025. It’s a new record, but this isn’t the most impressive thing about the update. 

For obvious reasons, the company often sees a boost around Christmas. But 16% annual growth is outstanding for a business that was already doing $124bn in sales. 

Buffett once stated that the attachment people feel to their iPhone was a key part of the reason for buying Apple shares. And the number of users reached 2.5bn in the latest quarter.

The firm’s high-margin Services division also performed well. But the stock market didn’t really react to what I thought was a strong update and that gives investors something to think about.

AI

Until recently, the market’s view with AI has been that you’ve got to be in it to win it. And Apple has very much avoided joining in the huge capital investments made by other companies.

Instead, it’s focused on looking after its capital. In the last three months of 2025, it returned $32bn – almost half of Meta’s capital expenditures for the entire year – to investors.

Staying out of the arms race is a bold strategy and it can be a risky one. Investors who want to know about what happens when a tech company misses a major trend only need to look at Intel.

Apple, though, plans to make money from AI by charging other companies for access to its customer base. And if this strategy proves to be the right one, the rewards for investors could be enormous. 

Valuation

Returning $32bn in capital to shareholders is a huge achievement. But investors should note that, in the context of Apple’s $3.8trn market value, it’s a return of less than 1%.

Put another way, the company is being careful with its cash and prioritising investor returns, but the stock is still expensive. And that’s an important consideration for anyone looking at the stock. 

While Apple hasn’t been catching the attention of investors focused on AI (at least, not for positive reasons) it also hasn’t fared badly over the last five years. It’s handily outperformed the S&P 500.

As a result, it’s hard to say that the share price looks cheap at the moment. Despite scepticism over its AI strategy, investors are still buying the stock at a price-to-earnings (P/E) multiple above 30.

Berkshire Hathaway

Apple has been a huge part of the Berkshire Hathaway stock portfolio for some time. But Buffett has shown an inclination to reduce this in recent years. 

I’ll be interested to see what the latest news is when the firm files its 13F in the next couple of weeks. In the meantime, though, the latest results from Apple look very strong.

I think the firm’s AI strategy could prove to be genius. Investors wary of big tech companies overinvesting might well want to consider the stock as a potential counterweight to this.

The post Warren Buffett’s biggest stock investment keeps going from strength to strength appeared first on The Twelfth Magpie.