Apple (AAPL) vs. MSFT and GOOGL: Is the Post-Earnings Selloff Creating a Long-Term Buying Opportunity?

Is AAPL a good stock to buy? We came across a bullish thesis on Apple Inc. on Research Nuggets's Substack by Natan Rose. The thesis was published on August 18th, when the stock was trading at $310.03, and AAPL has gained 10.92% since then. The rise appears to reflect optimism about a stronger iPhone upgrade cycle, with early iPhone 18 Pro sales outpacing last year's model. In this article, we will summarize the bulls' thesis on AAPL. Apple Inc.'s share was trading at $348.22 as of October 26th 2026. AAPL's trailing and forward P/E were 39.44 and 35.84 respectively according to Yahoo Finance. This isn't the first time we see a technology company pitched as a great investment. AAPL shares gained 27.85% over the last 12 months.