Apple shares rose 2.6% on September 2 after John Ternus succeeded Tim Cook as CEO, a transition the market viewed as combining continuity with fresh innovation potential.
On r/ValueInvesting, Redditors examined Berkshire Hathaway’s 13F filing, noting that Apple appears across 12 separate rows — a nuance that underscores the complexity of interpreting institutional positions.
In r/pennystocks, a long-time LiquidMetal investor highlighted the company’s hinge technology as a potential game-changer for Apple’s rumored folding phone, sparking discussion about supply-chain opportunities.
Apple Inc. (
Berkshire’s Apple Position Draws Reddit Scrutiny
A post on r/ValueInvesting broke down the nuances of interpreting Q2 13F filings, using Berkshire Hathaway’s filing as a case study. The user pointed out that Berkshire’s filing lists Apple across 12 separate rows, totaling roughly 227.9 million shares. The largest single row accounted for about 80.7 million shares, while the smallest represented just 34,000. The post explained that these splits occur because the cover page declares 14 “other included managers,” each requiring separate line items. The discussion highlighted how a single “row” in a 13F can obscure the true size of a position, and that reported “shares” can actually be puts or bonds — as seen with Appaloosa’s 835,000 Apple “shares” being put options. The granularity of the filing gave Reddit a deeper lens into Berkshire’s confidence in Apple even as the company transitions leadership.
Folding Phone Potential Fuels Speculation
On r/pennystocks, a user with a seven-figure position in LiquidMetal (LQMT) spotlighted the company’s hinge technology as a potential component for Apple’s long-rumored folding iPhone. The post linked to LiquidMetal’s hinge page and argued that the material’s properties make it a preferred choice for companies like Apple. The user, who has been accumulating the stock for over a decade, described the opportunity as a “game changer” and a “ground floor opportunity.” The mention of Apple in the context of folding-phone hardware generated discussion about supply-chain implications and the timeline for Apple’s entry into the foldable market.
Sentiment and Broader Context
Retail sentiment on r/smallstreetbets leaned heavily bullish, with an average sentiment score of 0.67 across 36 posts, 176 upvotes, and 262 comments. While much of the broader market moved cautiously after weaker-than-expected ADP jobs data (38K private-sector jobs added versus the 47K expected), Apple’s CEO transition provided a stock-specific catalyst that lifted shares. The incoming CEO John Ternus, a hardware veteran who joined Apple in 2001, faces pressure to accelerate the company’s AI strategy — a factor several news outlets highlighted as a key priority.
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