The analyst stated they added to their Apple (NASDAQ:AAPL) position after shares fell 2.96% over the past week to $315.34. The investment thesis is based on Apple's unique model of selling hardware and retaining customers through high-margin Services, which recorded a 75.6% gross margin in the June quarter. Apple's Q3 FY26 revenue reached $109.42 billion, up 16.36% year-over-year, with EPS of $2.02, marking its ninth consecutive beat.