"We think it is possible Huawei will regain some share, but a complete reversion to 2019 is unlikely for THREE reasons." — Analyst Amit Daryanani
Read More Evercore sees modest risk for Apple in China, sticks with $210 target
"After the dust settles, Apple’s holiday season results should give us a pretty clear idea whether this was a blip or a bigger problem."
Read More Mark Gurman: A brief history of pre-iPhone Apple FUD
A place for Apple traders and investors to share their best ideas.
Read More This week's Apple trading strategies (9/11-9/15/23)
"The way for them to grow financially is to squeeze more and more out of the users that they have. There's only so far you can take that from a growth perspective."
Read More Why Asymmetric Investing's Travis Hoium trimmed his Apple holdings (video)
From Peter Kieffer's "Inside Hollywood's SBF Mad Scramble" posted Thursday by The Ankler: Michael Lewis’ next book, Going Infinite: The Rise and Fall of a New…
Read More Apple paid $5M for the rights to Michael Lewis' Sam Bankman-Fried book
"The Zoom was getting some traction and then Steve Jobs goes to MacWorld and pulls out this iPhone, what was your first reaction?"
Read More Saturday Apple video: Steve Ballmer laughs at the iPhone
Mark Gurman's Apple Watch Bingo card
7 months ago
7 months agoFrom Gurman's "Everything Apple Plans to Show on Sept. 12: iPhone 15, Watches, AirPods" posted Friday by Bloomberg.
The average Apple device owner in China loves their Apple products just like Apple customers around the world love their products. Most of these consumers don’t care if there is a government ban, they just want a great phone.
Read More Gene Munster: iPhone China Ban Is Largely Immaterial
Mark Gurman's Apple iPhone 15 Bingo card
7 months ago
7 months agoFrom Gurman's "Everything Apple Plans to Show on Sept. 12" posted Friday by Bloomberg.
Morgan Stanley: Apple pullback 'overdone'
7 months ago
7 months ago"Apple's recent stock move is indeed overdone as it implies Apple loses ~70% of its iPhone shipments in China, a highly draconian and unlikely scenario." — Analyst Erik Woodring
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