"This is how platforms die..."
A place for Apple traders and investors to share their best ideas -- Q1 2023 earnings week.
Read More This week's Apple trading strategies (1/30-2/3/23)
3 years agoGoogle Maps sent two women off-road, Apple SOS showed a Canadian rescue team where they were stuck in a wall of snow.
"Given the extra week and weaker demand environment, the q/q decline for Mar could be higher than the 20% modeled by consensus."
Read More BofA's Wamsi Mohan trims his Apple target $1 to $153
From Counterpoint Research's "China Smartphone Sales in 2022 Reach Lowest Level in a Decade; Apple Becomes #2 Brand for First Time" posted Friday.
Read More Apple took a record 23.7% share of Chinese phone sales last quarter -- report
Apple has limited IC design resources (i.e. human designers) and it's devoting them instead to next-generation 3nm processors.
Read More Ming-Chi Kuo: Apple has stopped work on its own modems, for now
"In Macau, where the Chinese can now travel to the change is quite spectacular."
Read More Evercore: China's luxury market is rebounding. Good news for Apple












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