"We expect strong results as the Street continues to underestimate what 2026 is going to bring for Apple."
"Looking ahead, we believe Apple has memory costs well under control based on its recent product launches, where it raised prices modestly on higher-end products while keeping prices flat on budget-friendly devices."
Read More Evercore: iPhone revenues grew 20%-plus in the March quarter
"Users are not trying to use a pile of apps. They are trying to get tasks done and fulfill needs through the phone."
Read More Ming-Chi Kuo: OpenAI's Apple killer is an AI Phone
1 month ago"The majority of the world uses no AI at all."
"The excitement around the launch will give the new CEO a tailwind in both buzz and revenue."
Read More Mark Gurman: The foldable iPhone is John Ternus' baby
"I've been saying it on this channel for months." — Kiraa founder Errol Brandt
A place for Apple traders and investors to share their best ideas.
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"Apple, Samsung, Google and UNISOC posted positive growth."
Read More Counterpoint: Entry-level smartphone shipments won't grow again for two years
"From Apple's perspective this was an enormous comms success." — Daring Fireball's John Gruber
Read More The Verge: 95 minutes on Apple's CEO transition (video)












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