From CNBC's "Lead times suggest iPhone demand a little weaker than expected, says Goldman's Rod Hall," which aired Thursday:
Rod Hall, Goldman Sachs analyst, joins 'Squawk on the Street' to discuss concerns in Apple's supply chain and how the company could be impacted by port bottlenecks.
Cue the YouTube:
My take: When Bloomberg posts a negative Apple report, the bears get booked on CNBC. We got two of the biggest Thursday. .