Apple’s “Day Zero” Is Coming…

What do you think of when you hear the word “rainmaker”?

For many of you, the term triggers a flashback to the 1997 movie starring Matt Damon and Danny DeVito… in which a lawyer fresh out of law school wins a $50 million settlement against a large corporation.

Rainmaker also has political inferences.

For example, by showing up to a dinner for the Indiana Republican Party, Donald Trump Jr. casually raised $400,000… breaking the fundraising record of every previous keynote speaker who attended the dinner. In response, Bloomberg News called Trump Jr. a Republican “rainmaker.”

A rainmaker is “any person who brings clients, money, business or even intangible prestige to an organization based solely on his or her associations and contacts,” says Investopedia.

Forbes refers to rainmakers as “the people who seemingly magically cause the revenue to come in, ensuring prosperity for their organizations.”

What an awesomely expressive and descriptive word.

Yet in its purest form, there’s only one true rainmaker. In fact, the difference between the world’s top rainmaker and every other person or entity competing against it could run as high as a trillion dollars.

This powerful rainmaker is, of course, Apple.

For proof, look no further than the chart of companies conducting business with Apple.

Take Amphenol Corp. (APH), for instance. The company manufactures antennas and connectors for iPhones. When the iPhone was first released on June 29, 2007 — a date that I’ll refer to as “Day Zero” — Amphenol shares traded for $17… as of today, they’ve been as high as $108.

Or consider the case of Diodes Inc. (DIOD). As a leading manufacturer of specialty semiconductors for the smartphone industry, Diodes is also on Apple’s coveted supplier list. On Day Zero, Diodes shares were trading for roughly $28. They recently cracked the $50 mark.

Or Cirrus Logic Inc. (CRUS). The company produces a wide range of audio chips and amplifiers for smartphones, including the iPhone. On Day Zero, shares traded for $8… today, they’ve been as high as $82.

Or take wireless chipmaker Skyworks Solutions (SWKS). Of the nearly billion dollars in sales it logs every quarter, nearly 70% of the total flows into the smartphone market. Among the companies Skyworks supplies is Apple. On Day Zero, shares of Skyworks traded for $7… today, they’re at an all-time high above $131.

Lumentum Holdings (LITE) successfully IPO’d in 2015 at a price of $17. As you surely guessed, the company is a key Apple supplier, providing 3-D imaging and sensing products that enable face recognition for iPhones. Shares now trade above $80.

SiTime Corp. (SITM) went public in November 2019. When Apple stopped using quartz crystals for the iPhone’s internal clocks, it partnered with SiTime — a producer of MEMS oscillators, which are more reliable at temperature extremes. Shares are nearing the $50 level in less than a year.

Other Apple-inspired mega gainers include Synaptics Inc. (SYNA), 3M Co. (MMM), Broadcom Inc. (AVGO), II-VI Inc. (IIVI), Maxim Integrated Products Inc. (MXIM), Microchip Technology Inc. (MCHP), ON Semiconductor Corp. (ON) and Qorvo, Inc. (QRVO).

Now, you could argue that not every company on my list has been conducting business with Apple since Day Zero… or that Apple only accounts for, say… 10–25% of a company’s profits.

But that misses the point.

Any mere association with or proximity to Apple — even a rumor that a company may partner with Apple or become a supplier — will have a resounding effect on a stock’s price. And that’s why Apple is the world’s most powerful rainmaker… a reality reflected in its market capitalization of over $1.6 trillion… and the multibillion-dollar market capitalization of every other company I mentioned here today.

Convinced that Apple is the world’s ultimate rainmaker?

Good. Because another Day Zero is approaching.

It’ll happen when Apple releases “iGlass.”

When that fateful day arrives…

History will repeat itself as a brand-new cohort of manufacturers vie to supply Apple with iGlass’ key parts, minting another round of shareholder millionaires.

This is going to be epic, friends.

To a bright future,

bob

Robert Williams

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Robert Williams

After nearly 20 years in the trenches of high finance, Robert has joined St. Paul Research to assume the role of Chief Futurist. Robert cut his teeth as an analyst for one of the most revered and prestigious medical institutions on Earth, whose endowment is valued at $4.3 billion. From there, Robert became the lead...

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