"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
A place for Apple traders and investors to share their best ideas. (This one features a rare Rod Hall video.)
"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
With Apple at $122.15 and rising Hall sticks with his Street-low $83 price target, citing pressure on Services revenue.
Read More Goldman's Rod Hall is still telling clients to sell Apple
From a note to clients by analyst Rod Hall that landed on my desktop Tuesday.
Read More Apple gains as PC sales blow past Goldman Sachs' estimates
"We see a car as unlikely to represent a material growth and/or earnings driver" -- Analyst Rod Hall
Read More Goldman Sachs' Rod Hall does Apple Car math, sticks with $83 target
Other professional Apple watchers have been more down on the stock than Goldman's Rod Hall, but few of them are still working on Wall Street.
Read More How does Goldman Sachs' Apple analyst still have a job?
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