Apple Investors Need to Think Long Term: Ives

The video discusses the impact of market volatility on Apple, focusing on the effects of COVID-19 and supply chain issues. It highlights the importance of understanding fundamentals and market trends, particularly in the tech sector. The discussion also covers Apple's production strategy in China and the broader market sentiment affecting tech stocks like Microsoft and Tesla.

What is a major concern for Apple due to the zero COVID policy in China?

• Higher production costs

• Increased competition from local brands

• Decreased demand in the US

• Supply chain disruptions

Which company is mentioned as having held up well despite market volatility?

• Google

• Amazon

• Microsoft

• Facebook

What is the analyst's advice for handling market volatility?

• Sell all tech stocks

• Focus on short-term gains

• Stress test and focus on fundamentals

• Invest in emerging markets

Why has Apple decided to maintain its production in China?

• Due to its reliance on the Chinese ecosystem

• To avoid tariffs

• To increase local sales

• To reduce production costs

What is a key reason for the disconnection between stock fundamentals and market performance?

• Technological advancements

• Lack of investor interest

• Increased government regulations

• Emotional nature of markets