Follow the investigation.

Different markets. Different challenges.
See how Sentimentor investigates.

Apple’s earnings drivers. Gold’s positioning. Bitcoin’s demand.
Follow each investigation from its starting question to the evidence, the competing explanations, and what to check next.

AAPL · Business growth & buybacksEvidence through September 23, 2026

01 · The question after earnings

Apple’s earnings rise. What’s driving them?
What could the headline miss?

Apple’s July 30, 2026 results show earnings per share growing faster than net income. Before treating that as stronger business performance, separate operating growth from the share-count effect—and examine the tariff refunds behind part of the improvement.

AAPL Apple

Q3 FY2026 vs Q3 FY2025 · quarters ended June 27, 2026 and June 28, 2025

Evidence through September 23, 2026

Stronger business, fewer shares—or both?

Business earnings vs per-share earnings

Year-over-year growth (%) · zero-based scale

Editorial comparison calculated from Apple’s reported quarterly figures, not an Augur-generated chart or a live quote. The growth-rate gap is not a standalone measure of buyback contribution.

Apple · Q3 FY2026 Form 10-Q Apple · Third-quarter results

Reported results

Growth beyond the share count

Revenue rose from $94.036B to $109.417B; net income rose from $23.434B to $29.789B. Diluted EPS increased from $1.57 to $2.02.

Apple · Q3 FY2026 Form 10-Q

The denominator

Fewer diluted shares

Weighted-average diluted shares fell from 14.948B to 14.715B, approximately 1.6%. Per-share growth and total earnings growth are not interchangeable.

Apple · Q3 FY2026 Form 10-Q

The detail to investigate

A tariff-refund benefit

Apple disclosed a benefit of approximately 2 percentage points to gross margin and $0.11 to diluted EPS. How much of the improvement can repeat?

Apple · Third-quarter results

01 / 06

Historical evidence · Research, not financial advice

Sources and dates travel with each story. Historical results remain separate from forward evidence. AI analysis can be incorrect; none of these examples guarantees an outcome.

Put your rules to the test

Test your strategy against historical data.

Turn your Apple price-strength idea into rules you can test. Edit the code, run it against the historical window, and inspect the results in PineNode, Sentimentor’s strategy editor.

strategy.tsAAPL · PineNode

// AAPL · historical price follow-through

// Price/volume rule only — not a test of the fundamental claim.

// Next-bar open fills; 5 bps slippage per side, zero commission.

// Open positions are closed at the final close.

const lookback = pn.param('Lookback', 20, 5, 50, 1);

const maxHold = pn.param('Maximum holding bars', 10, 1, 30, 1);

const average = new SMA(lookback);

pn.name('AAPL price follow-through').onBar(({ series, position, barIndex, buy, sell, plot }) => {

const mean = average.next(series);

if (series.length <= lookback) return;

let priorHigh = -Infinity;

let priorVolume = 0;

for (let i = 1; i <= lookback; i++) {

priorHigh = Math.max(priorHigh, series.high(i));

priorVolume += series.volume(i);

}

plot('Prior range high', priorHigh, { color: '#f97316' });

plot('Moving average', mean, { color: '#22d3ee' });

if (!position && series.close(0) > priorHigh &&

series.volume(0) > priorVolume / lookback) {

buy('Prior-range breakout with volume');

} else if (position && (series.close(0) < mean ||

barIndex - position.entryBarIndex >= maxHold)) {

sell('Moving average or holding-period exit');

}

});

Edit the code, then run. 2026-06-01 – 2026-09-22; next-bar open fills, 5 bps slippage per side, zero commission, 100% notional exposure without leverage. Final open position closed at the last close.

Your rules. The same historical chart.

Run the PineNode code on AAPL to see its moving average, prior-range plot and any simulated entries and exits. Nothing runs until you click Exploratory Backtest.

Exploratory only—not out-of-sample validation or evidence of future returns. This price-only rule does not verify the story’s fundamental explanation.

A price-only test cannot validate Apple’s earnings quality, isolate buybacks or normalize tariff refunds. Testing those claims requires point-in-time financial disclosures, not just historical prices. Backtest results do not establish future returns.

Learn how to test a strategy →Inspect validation methodology →

Follow the evidence over time

Keep checking your thesis automatically.

Don’t just research a stock. Know when your thesis changes. Revisit the claims behind your Apple thesis—or repeat a check built from your tested rules—as new evidence arrives. A workflow is the set of checks you save and choose to run again.

Save the investigation.
Keep your thesis, sources, and open questions together as a baseline to return to.
Schedule the checks.
Choose the questions or tested rules to revisit. Review the inputs and set a schedule in your account.
Review what changed.
Compare new evidence with your saved research. Decide whether it supports, weakens, or challenges your thesis.

Mon/Wed/Fri · 09:00 ETReport

AAPL EARNINGS & BUYBACKS

Research monitoring

Sources

Counterevidence

Dated assessment

AAPL earnings & buybacks review

Revisit the evidence, challenge the thesis and keep a dated review.

Monday, Wednesday, Friday · 09:00 America/New_York · not activated

Workflow execution simulation

Ready to run

Uses the workflow run-log UI and the supplied story assessment. No new market fetch, AI call, saved report or trade is produced by Run.

Pending·Load the historical context
AAPL · evidence cutoff 2026-09-23. Keep publication dates separate from market-bar dates.
Pending·Inspect the evidence
Compare Apple’s quarterly revenue, net income, EPS and diluted shares. Separate tariff-refund benefits and keep nine-month cash flow and buybacks distinct from standalone Q3.
Pending·Challenge the thesis
Check counterevidence and missing inputs. Replay the supplied assessment without treating missing observations as confirmed.
Pending·Prepare the review
Keep the dated conclusion and limitations together so a subsequent real run can be compared.

Learn how to schedule research checks →Start with your own question →

In your workspace, scheduled runs use your plan’s workflow allowance and can be skipped when it is exhausted. This public demo never activates a schedule. Research monitoring is not an instruction to place trades.

Different markets. Different challenges.See how Sentimentor investigates.

Explore the research stories

Apple’s earnings rise. What’s driving them?What could the headline miss?