eod 2026-09-17
TSM$430.26▲ 3.00%SOXX$519.10▲ 3.39%AAPL$337.00▲ 1.38%COST$893.93▲ 0.02%MU$977.50▲ 5.50%UNH$375.21▼ 0.01%PFE$27.64▲ 0.66%NVDA$219.34▲ 2.54%SHOP$128.60▼ 1.05%ASML$1,629.67▲ 1.71%DIS$105.35▼ 1.53%ETSY$72.34▼ 1.52%VOO$701.03▲ 1.12%
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AAPL

opencompounder

Apple Inc

conviction over time

convictionbuysellcloseholds at the last score until you record another

timeline · 4 entries

  1. 2025-02-03thesis
    8/10Conviction 8 out of 10

    Owned for the installed base rather than any particular product. The services line is the actual thesis.

    would prove me wrong

    Services growth falls below hardware growth for a year.

  2. 2025-02-07bought50 @ $273.944
  3. 2025-08-22update
    5/10Conviction 5 out of 10

    Services decelerated and I got nervous. Writing this down because I suspect the nervousness is about the price chart rather than the number.

  4. 2025-09-06update
    8/10Conviction 8 out of 10

    It reaccelerated. My conviction fell and recovered while the business did roughly nothing, which is not a flattering thing to have on the record.

  5. 2026-07-13review
    8/10Conviction 8 out of 10

    Falsifier has not fired. The interesting part of this position is not the return, it is the dip in the middle of my own chart.

    review scheduled 2026-11-19

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last close

$337.00

on 2026-09-17

at your last entry

$317.31+6.21% since

close on 2026-07-13, the day you wrote it

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