But Trump's proposed border taxes make Timothy Arcuri nervous.
A new perspective on disruptive innovation.
"We lower iPhone revenue estimates in FY17 by 3% to reflect weak demand ahead of the supercycle."
Read More Apple: Morgan Stanley lowers iPhone estimates, raises ASP
"If South Park walks into my office, I am not going to say you're not musicians, you know?"
Read More Apple wants to hit pop culture 'smack on the nose'
9 years ago"The iPhone has peaked? Are you kidding me? Not on your nelly."
The tune is "Down" by Marian Hill. The dancer is Lil Buck.
Is the age of Apple over?
Read More Sacconaghi: Apple's best days are behind it (video)
The first thing to understand is that the full effects might not kick in for four or five years.
Read More UBS takes a deep dive into Apple's taxes under Trump
""Our Buy rating and $130 price target on the stock is not based on any meaningful growth assumptions for the company."












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