"Compared to the total amount of Apple TV shows, which is far less than something like Netflix, the chance of those shows being good is very, very high."
"Looking ahead, we believe Apple has memory costs well under control based on its recent product launches, where it raised prices modestly on higher-end products while keeping prices flat on budget-friendly devices."
Read More Evercore: iPhone revenues grew 20%-plus in the March quarter
"Users are not trying to use a pile of apps. They are trying to get tasks done and fulfill needs through the phone."
Read More Ming-Chi Kuo: OpenAI's Apple killer is an AI Phone
"The majority of the world uses no AI at all."
"The excitement around the launch will give the new CEO a tailwind in both buzz and revenue."
Read More Mark Gurman: The foldable iPhone is John Ternus' baby
"I've been saying it on this channel for months." — Kiraa founder Errol Brandt
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