Veteran investor Jim Cramer reflects on his past bullish stance on Apple (AAPL), recalling how his optimism was dismissed as unrealistic. Now, with Apple’s market cap surpassing $3 trillion and strong performance in the latest quarter, Cramer’s early conviction is being validated by market momentum.
- Apple’s market cap now exceeds $3.02 trillion
- Fiscal Q4 2025 revenue reached $95.5 billion, up 8% YoY
- Services revenue grew 22% year-over-year
- AAPL stock up 34% YTD, outperforming S&P 500’s 18% gain
- Institutional ownership increased by 14% over the past year
- Call volume on AAPL options rose 47% in 10 days
Jim Cramer has revisited his long-standing conviction in Apple Inc. (AAPL), acknowledging that his early advocacy for the stock was once met with skepticism. Speaking in a recent market commentary, Cramer recalled that investors who championed Apple’s potential—especially during the mid-2010s—were labeled 'dreamers or even heretics' amid widespread doubts about the company’s ability to innovate beyond the iPhone. Today, those skeptics are on the sidelines as Apple’s trajectory has reversed course. The company reported fiscal Q4 2025 results with revenue of $95.5 billion, up 8% year-over-year, driven by strong demand for the iPhone 17 lineup and a 22% surge in services revenue. Its market capitalization now exceeds $3.02 trillion, making it the first U.S. company to breach the $3 trillion threshold. Cramer emphasized that Apple’s resurgence stems not just from product cycles but from strategic shifts in AI integration, services expansion, and supply chain resilience. The stock has appreciated 34% year-to-date, outperforming the S&P 500’s 18% gain. Institutional ownership has increased by 14% over the past year, with major funds repositioning toward tech growth leaders. The renewed confidence in AAPL is influencing broader market dynamics. The Nasdaq 100 has gained 2.3% in the past week, with tech-related ETFs like the QQQ seeing increased inflows. Retail investor interest in Apple options has spiked, with call volume up 47% over the past 10 days, suggesting growing conviction in upward momentum.