The presenter discusses Apple's current stock price, which trades around $232. It mentions Apple's recent Q3 earnings, reporting $94 billion in revenue (+9.6% YoY) and EPS of $1.57 (+12% YoY). The analysis covers company products like Vision Pro, iPhones, Macs, and services like App Store, Apple Music, and iCloud. The presenter highlights Apple's AI integration across devices and identifies that iPhone 17 release around September is set to be bullish. Potential headwinds of China smartphone market and regulatory policies are identified. Finally it mentions the price target of 250 with high recommendation to investors who want predictable and steady gains over long term.