Apple sets September 9 launch date—its first foldable-screen iPhone is coming. IDC says first-year shipments could exceed 10 million units, and one unit might sell for as much as $2,500.
Meanwhile, when AAPL was trading sideways, a “giant whale” boosted open interest by 71%, with one person’s position accounting for 35.9% of the entire market. Is the market front-running expectations?
Whether foldable screens can replicate the super-cycle of the iPhone 6 ultimately hinges on pricing and yield. The 2nm M6 chip was also unveiled, and localized AI compute is another storyline.
But will a $2,500 price tag turn out to be just a niche toy? If post-launch expectations fall short, what happens to the crowded long positions?
Do you think Apple is kicking off a new decade—or just telling Wall Street a story?
Meanwhile, when AAPL was trading sideways, a “giant whale” boosted open interest by 71%, with one person’s position accounting for 35.9% of the entire market. Is the market front-running expectations?
Whether foldable screens can replicate the super-cycle of the iPhone 6 ultimately hinges on pricing and yield. The 2nm M6 chip was also unveiled, and localized AI compute is another storyline.
But will a $2,500 price tag turn out to be just a niche toy? If post-launch expectations fall short, what happens to the crowded long positions?
Do you think Apple is kicking off a new decade—or just telling Wall Street a story?