China Weak? US Strong!
Apple Geography Test 🌍 $AAPL
Apple's biggest risk isn't iPhone it's geography.
China weakness: Supply chain dependencies, regulatory hurdles, rising labor costs. Production cuts rumor from Loop Capital due to memory shortage already hit stock in Oct. China demand soft.
US strength: Innovation & R&D leadership, strong consumer demand, tech ecosystem + Apple HQ advantage. US consumers still pay premium for iPhone 18 Pro despite price hikes in June.
Guidance includes -2.5% FX headwind - much from China/CNY weakness. But US market offsets.
Tonight watch: Management comment on supply chain diversification to India/Vietnam, and US upgrade cycle strength. If Ternus says US demand strong despite price increase, stock rips.
Q4 revenue $113B - how much from Americas vs Greater China?
Last year Greater China was soft.
Bet: US strength > China weakness for Apple.
#EarningsSeason #BinancePick #AppleEarnings $BTC $ETH
Apple Geography Test 🌍 $AAPL
Apple's biggest risk isn't iPhone it's geography.
China weakness: Supply chain dependencies, regulatory hurdles, rising labor costs. Production cuts rumor from Loop Capital due to memory shortage already hit stock in Oct. China demand soft.
US strength: Innovation & R&D leadership, strong consumer demand, tech ecosystem + Apple HQ advantage. US consumers still pay premium for iPhone 18 Pro despite price hikes in June.
Guidance includes -2.5% FX headwind - much from China/CNY weakness. But US market offsets.
Tonight watch: Management comment on supply chain diversification to India/Vietnam, and US upgrade cycle strength. If Ternus says US demand strong despite price increase, stock rips.
Q4 revenue $113B - how much from Americas vs Greater China?
Last year Greater China was soft.
Bet: US strength > China weakness for Apple.
#EarningsSeason #BinancePick #AppleEarnings $BTC $ETH
