End of an Era? Is Tim Cook Leaving Apple?

In this thought-provoking Market Mondays clip, Ian Dunlap and Rashad Bilal break down the latest buzz surrounding Apple’s leadership and the tech giant’s place in the innovation race. Is Tim Cook really on the way out? Why are there rumors about his resignation, and what does it mean for Apple’s future? Ian shares his insights on the internal battles Cook might be fighting, particularly when it comes to Apple’s struggles in the AI arms race and geopolitical blockades affecting its strategy. The duo also gets candid about the wider market, touching on Apple’s competition, including Google, Amazon, and Microsoft’s game-changing moves with AI. What do these shifts mean for investors, and is Apple still a must-have in your portfolio? Ian remains bullish, explaining why he’s holding Apple until at least 2034, but he doesn’t shy away from expressing concerns about succession planning and blocking of key deals like OpenAI. Rashad discusses market leadership changes and the lingering question: What is Apple’s next big move? Meanwhile, the conversation widens to Amazon’s strategy, data centers, and why Rashad is still a believer in Amazon’s innovative edge. There’s also a breakdown of small and mid cap stocks, with shout-outs to quantum stock winners like RGTI and insights on how to trade these explosive gains for long-term wealth. Ian gives practical homework for viewers, like tracking margin prices of crypto futures as a gauge for institutional sentiment—a lesson you don’t want to miss. Plus, find out why the old 60/40 portfolio might be dead, the importance of alternative assets, and why crashes offer generational opportunities for those prepared. Ian and Rashad keep it real about taking profits, rotating winnings into blue-chip names, and how to prepare for the next market pullback. This clip is packed with actionable advice, straight talk, congratulatory moments for winning trades, and a look at the geopolitical pressures facing the world’s biggest companies—especially Apple. If you want a sharp, no-hype analysis of markets, leadership, and how to position yourself for the future, tune in now! *Don’t forget to like, comment, and subscribe for more Market Mondays insight!* --- *#MarketMondays #Apple #TimCook #Investing #Stocks #TechStocks #AI #Amazon #Google #Nvidia #QuantumStocks #FinancialEducation #IanDunlap #RashadBilal #StockMarket #BlueChips #Portfolio #SuccessionPlanning #MarketAnalysis #OpenAI*

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Episode Transcript

Speaker 1 (00:00):
Tim Cook.

Speaker 2 (00:01):
There's some speculation that he may be replaced, but is
it okay? So first let's talk about that, and then
let's talk about Apple as a whole, because chat GBT
still bullsh on Apple.

Speaker 1 (00:14):
You're congrats congrattate used of making that headline in thank you?

Speaker 2 (00:19):
Okay, So let's talk about the first thing of you
think that Tim Cook is really going to get fired?

Speaker 1 (00:26):
I don't, okay even in that. So let's take the
sensationalism out of it. Because even though I brought up
that he should be replaced, I said he should go
to chairman if he's considering stepping down, and that once
again I've been saying the last four weeks, and I'll
continue Tim Cook, Timothy D. Cook, I sincerely apologized because
I did not know the fight you were fighting that

(00:48):
was stopping you from getting to the AI that you needed.
If he's stepping down as the ruler of one of
the most powerful tech companies of all time, what would
make you step down? So you can either elect to
be removed from the seat by your own volition, or

(01:10):
there may be some forces that may want to get
you fired. Michael Jordan, despite what he wanted to come
back and play for seven. There was some other forces
that didn't allow it to have.

Speaker 2 (01:19):
Tom Brady wanted to keep playing for the Patriots.

Speaker 1 (01:21):
But then there's bigger forces in that program upstairs that
will allow you to not continue to go forward. I
will leave it at that. I'll let Aaron Andrew ross
Orkn tell that story in three or four years. Now,
you're rushing for succession planning. So if they're being blocked,
shout out to everyone in HQ at Apple, if you're
being gently blocked from acquiring to LLM to give you

(01:46):
a lead advantage and timing because they had the cash
on hand. And I keep saying that Microsoft's partnership idea,
what's supposed to be Apple's, just like Stargate was supposed
to be Microsoft's. But different regimes come into place, and
now different people get selected for different positions to do

(02:08):
certain things Stargate. This will go to Larry Microsoft. You
still have open air. We're gonna find other ways, so
you guys to work together. I think he's been thwarted
from what I was told from acquiring and LLM, and
given some of the geopolitical stuff, he is considering resignation
in lieu of those issues, how will the stock perform?

(02:29):
The stock will still be okay. I haven't removed it
out of two Tech two index, and I probably won't
until twenty thirty four. Don't love the successor that he
has in place, but he would be a good executive.
I care more about the operation side and how many
other things that they will be thwarted from investing in.

(02:51):
Once again, they have the cash on hand to do
the deal with open Ai, they were a block from
doing it, So the stock will be fine. I do
think Tim Cook will step down in the next year
and a half two years, but the timing of when
he leaves is going to matter. You just can't up
and leave because you're upset. That's not how big business works.
It's never has worked that way, never has worked that way.
So they need a clear succession plan just for his

(03:13):
own safety because of how important that company is and
geo Politically, you can't just have upheaval in a publicly
traded company, which then may look my presidency look bad.
Doesn't work that way, but what do I know. I
was just the person that said that he just stepped down.
If I made you money, please put yes in chat.

Speaker 3 (03:39):
We still got Apple is still part of portfolio. It's
not going anywhere, will it be?

Speaker 1 (03:46):
You know.

Speaker 3 (03:46):
I think we're looking at it from the standpoint of like,
this was the leader of all the companies. This was
the market mover, and we have literally watched it. It
passed as a market mover, right, But the way we
talk about in video and how it's moved and it's
innovation and how it's vital to the future, we looked

(04:07):
at this company the same way. So I guess it's
a bit of I don't know if we want to
call a disappointment, but it's a bit of like, hey,
what's what's happened? What's the next thing? How are we
going to be a player in this race going forward?
Because you can see it even if if you look
at the market caps of the companies that are catching
up to it. Yeah, I mean Google's right there, Google's

(04:30):
right there. Amazon. Somebody just asked me if I'm still
big on Amazon. Of course I'm always be big on Amazon.
You don't have to ask that question. It's having its
own consolidation. I was looking at the charge that it
opened the year at two twenty seven and it's here
now at two nineteen with all of the run that

(04:51):
AI and technology has had, it's still has been kind
of just sitting there. So the way we talk about Apple,
I mean, Amazon could be in this category, but we
understand where it's headed in terms of innovation. Right when
we talked about data sentences, we saw them do that.
When it was time for them to uh invest in
the company. We saw them give billion dollars to Anthropic

(05:14):
and Claude so that they're part of it. We just
haven't seen the same type of situation with Apple, but
they'll stay.

Speaker 1 (05:21):
They will still be top seven. And also to the
audience who's listening, I want you to stop taking my
amazing analysis and turning it into a clipped up piece
that I hate something when I'm giving you detailed analysis.
Other entrepreneurs have went through this. Mark Zuckerberg went through
this with Lighthorn. People forget in terms of the adoption

(05:48):
of crypto into a company on balance sheet after jack Oh,
Mark was one of the first ones to fighting for it.
Was it was it called Libra? What was it called Libra?
And it got blocked. That was the acquisition of TikTok.
We think we think about XRP, I think it's a
great asset. My stance on that has not changed. I

(06:09):
think they maybe fourth. Oh you know what also to
a good way to tell how well the asset is
going to do and what the institutions have planned for
it is to look at the margin price of the future.
I'm glad you brought the separate shot for one contract
on the features market, Charles Schwab. It's two hundred and

(06:30):
thirty one thousand dollars for one bitcoin future that you
can hold for thirty days. If you look at ethereum
one hundred and five thousand dollars and seven hundred and
ninety eight dollars for one contract. Historically the VICS was
the most priceiest asset, and I think that's at around
nineteen thousand. But if you want to know how well

(06:53):
an asset is going to do, look at the margin
price of the future. Your homework assignment for the night
is when XRP futures are available to be traded on
the futures market, what is the margin price supposed to be.
So that's a quick little gym lesson. Yeah, back to
the homework assignments. Got to get back to the homework

(07:14):
downs seventeen thousand NASDAK is thirty five thousand per contract
as if you're swing trading it. But once again, bitcoin
is two hundred and thirty one thousand dollars and some
change for every contract crew is ten thousand in comparison.
So that will tell you not only the validity, but

(07:35):
what the institutions believe that the prices will do. Long
term homework back to the old format homework, as with
the voice overplay, ain't not great, Jeff Jarrett, let's get
back to it. M and then y'all let everybody white
come on c the NBC. But oh them goods. You

(07:56):
probably be replaced by drop Come on, come on, broh. Yeah,
kudos to timp. I didn't know what bat of your
fight though. That's that, and that's the hell of a
fight to have to deal with.

Speaker 3 (08:09):
I'll add to that homework assignment. Go listen to what
Larry thinks said about retirement planning. Hell, what he wants
to now put inside of retirement plans.

Speaker 1 (08:19):
And it's interesting if they are looking to add those
assets in. It tells you about the state of the
dollar and the state of the job market. Because the
sixty four I've been saying this sixty forty portfolios. Stocks
and bonds are dead. They're dying. If you have to
put those other alternative assets in, it will tell you

(08:40):
that the quality of the main assets are decaying rapidly.

Speaker 3 (08:45):
Yeah, and it's also telling you that they're investing in
their client so that are looking at it like, how
do we get exposure? And if you don't give us exposure,
somebody else will.

Speaker 1 (08:56):
Yep, what about small and mid cap stocks? Do your
research and investor with you love, I know, shouts to
those of you who are in r gt I killing today. Yeah,
it's smoking.

Speaker 3 (09:13):
I got just speak on r g t I because
we talked about quantum people they still ask me about this. Yes,
I brought up r gt I because again, I like
the things that encompass the entire space. I'm not I
don't have any quantum stocks. I just don't have them yet. Yeah,
I'm not mad at anybody that's making money doing that
at all regulations. I'm my focus is just in a

(09:35):
different area right now.

Speaker 1 (09:37):
But congrats. R gt I is doing great. I know
I own and Q is doing. The blueprint is to
take if treated the same way you would a trade
in the futures market or options after you have a
big run up in small caps, get two hundred three hundred,
four hundred percent return, take half of that money and
put it into a larger cap because my own is

(10:01):
some people holding through for an even bigger game one
thousand percent gainer and they don't get it, or you
miss out on some safety and other assets. Like the
name of the game is to get a really explosive
win like that and then park it to somewhere where
you don't have to think about. If you're constantly asking

(10:21):
someone else what do you think the investment is going
to do? At some point, you know it's going to
have a deep pullback. I never worry about Microsoft, Apple
and Video VT never. There's nothing that even freak ot about.
Even when Friday was happening, I'm like, that should have
recovered fourteen days in maximum, it'll be fine. So if

(10:42):
you've hit a big win in MidCap stocks that are popular,
take half of that money and put it into a
company that is going to dominate through the next five
or six years. And someone else earlier acts, Okay, well
should we go all cash for twenty seven No. Buy
the d predicts presetral orders for forty off fifty percent

(11:03):
off of where we are now. Trade your way through
it if you're a trader, but wait for those big
pullbacks because those no one ever says it. But the
crashes that come are the liquidity events and generation of
wealth events that you pray for. M hm. You pray
for those moments Brexit the night of the election for

(11:24):
Trump the first time. Yeah, we all say it.

Speaker 3 (11:30):
Oh man, I can't wait for an event like that
to happen.

Speaker 1 (11:33):
And then April, Yeah, it happens. It happens. You have
to be prepared and take advantage of it. Got to
be prepared. Congrats to y'all. This is no hate, no shape.

Speaker 3 (11:44):
Congrats to everybody that has made money trading quantum stocks,
even in Palatiner.

Speaker 1 (11:50):
Like geopolitically and morally, I don't love it. But if
you made a bunch of money and Palatiner the last
two or three years, okay, great, take some of the
money and put it off. If in Microsoft so you
don't have to or open AI when that's public, or
in video or avg O or any of the top
twenty that Google that are going to overperform and over

(12:10):
index incredibly well.

Speaker 3 (12:11):
They pound is nearly ad a half a trillion, which
is pretty I mean, that's pretty quick. I think it's
at four ten, four fifteen right now, market go. Pretty impressive.

Speaker 1 (12:22):
Yep. Yeah, pray for Tim Cook though, Tim Cook, that's
a tough fight. That's a tough fight to lead an
organization a nation that big and then have so many
geopolitical issues that are stopping you not only for making
your company better, but then also be an opposition with

(12:44):
the leadership that you're having to do business with. That's
a ill tell some of y'all. There's a sweet spot
and getting rich if you overshoot that number, oh you
got a whole bunch of other headaches that come with
that life. I want to be a billionaire, I don't
know if you can deal with what comes with all
that