Business Insider
24 Oct 2026, 18:58 UTC · 1h ago
Peter Thiel says Apple has done 'nothing new' after Steve Jobs
Impact · against what's priced in
The release of a foldable iPhone provides a tangible catalyst for the revenue acceleration the market is currently demanding, while Peter Thiel's criticisms are largely noise. The price already assumes significant growth acceleration (17.3% CAGR), making a new hardware form factor a necessary bridge to that valuation.
- AAPL+0.20
Challenges what's priced in
- The price assumes
Whether Apple can accelerate its revenue growth to the 17%+ the price requires
The launch of the 18th iPhone iteration with a foldable design provides a concrete catalyst for the revenue acceleration the market is demanding to justify the current price.
What AAPL's price assumes · Aug 31
