From TheFly, which snagged Rod Hall’s note.
“We’re not sellers, and we have been sellers in the past. We legitimately have a Neutral rating on it.”
Read More Goldman Sachs’ Rod Hall damns Apple with faint praise (video)
Plus a fun clip of Josh Brown (age 44) telling his generation why they should not be rooting for all-time highs.
Read More Jim Cramer on Apple analysts Huberty, Hall and Sacconaghi (video)
From CNBC’s “Lead times suggest iPhone demand a little weaker than expected, says Goldman’s Rod Hall,” which aired Thursday.
Read More Rod Hall: Very tough for Apple to grow revenue and earnings in this scenario (video)
“We suspect this signals solid demand driven by more aggressive promotional activity around Black Friday compared to 2020.”
Read More Rod Hall: iPhone 13 lead times down worldwide, steady in China and U.S.
From a note to Goldman Sachs clients that landed on my desktop Friday.
Read More Rod Hall: Apple’s weak August China numbers support iPhone bear case
“Shorter term we believe predicting what Apple users will spend is very difficult.”
Read More Goldman Sachs’ Rod Hall looks at Apple through his ARPU lens
This week’s Apple trading strategies (6/14-6/18)
8 months ago
8 months agoA place for Apple traders and investors to share their best ideas. (This one features a rare Rod Hall video.)
Jim Cramer: Rod (‘sell Apple’) Hall eats crow
9 months ago
9 months ago“He didn’t eat a crow,” says Cramer about Hall’s post-earnings Apple note for Goldman Sachs. “He ate every crow in that picture.”
China Academy of Information and Communications Technology (“CAICT”) data for March arrived Monday. Excerpts from the analysis I’ve seen.
Read More Apple’s Chinese iPhone sales for March: What the analysts are saying
Thomas Williams on Jon Fortt on AirTags: ‘Apple should shut this down’ 'Seniors. Dementia. Lost car keys & we ran out of important heart meds. Oh wait, use Find My…now on our…'
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