Hold AAPL by Jul 22, 2026.

Feels like the end of an era with Tim Cook stepping down, he turned Apple into an absolute machine. Not the same visionary style as Steve Jobs, but the execution was elite. Last few years have felt a bit slower. Incremental iPhone updates, Vision Pro still early, and Apple clearly behind in the AI race. So this transition comes at an interesting time. John Ternus stepping in feels like a “safe” move. Deep hardware background, understands the ecosystem well but …