Please Apple, just buy Twitter already!

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The day after Jim Cramer does a spot-on piece on how stock buybacks are a complete sham, Morgan Stanley releases a note suggesting Apple is "much more likely than ever" to do just that. Actually, they suggest that a stock buyback or dividend  is "much more likely than ever", the latter of which I don't have too much of an issue with, but the best thing Apple can do for itself right now is look for takeover's. I truly believe the internet companies that will be successful in the future will have three components; mobile, cloud and social. Apple dominates mobile, and is on the verge of launching iCloud which will be HUGE. The only aspect missing is social. We already know Apple and Twitter are buddy-buddy given the twitter integration into the upcoming iOS 5, and when your sitting on more cash than the federal government you can basically buy anything you want; Disney, Hulu, Netflix, Facebook---Yes I said Facebook. Any of these purchases would add plenty of value to the best-run company on the planet and I truly believe it's only a matter of time before it becomes a reality. Forget the buybacks and buy someone else's stock instead.

This is not a recommendation to buy or sell any securities. DAK was long AAPL at time of publication but positions can change at anytime.