36
Services revenue mix keeps expanding — gross margins should print another record this quarter. Setup into print is constructive if SPY holds.
Apple
$AAPL · 5 posts · tap for details
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29
Free cash flow conversion is still industry-best. Below $190 I am a buyer, full stop.
30
China iPhone unit sales softening per Counterpoint. Buybacks support the float but they don't reaccelerate revenue.
21
Wedbush bumps PT to $300 citing AI feature monetization on iOS 19. Whether you believe the math or not, this is the new bull case.
5
Anyone modeling the Vision Pro 2 cycle? Curious what comp set you use for a $2k+ wearable refresh.