๐จ SOFT IPHONE 18 DEMAND TRIMS $AAPL PRODUCTION TO 72M UNITS AS BUYERS HESITATE! ๐
Jeff Pu from GF Securities just cut $AAPL iPhone 18 Pro production estimates down to 72M units after pre-order lead times came in unexpectedly lukewarm. ๐ Hardware upgrades feel incremental, and steep pricing on high-storage tiers is clearly capping consumer appetite.
Meanwhile, JP Morgan notes shorter global delivery windows, suggesting buyers in key markets are holding out for the high-end foldable Duo launching next month. ๐ก With supply chain bottlenecks hitting both traditional models and hinges, tech momentum is facing an early-cycle reality check. ๐
๐ฌ Is this soft pre-order data an early top for tech valuation, or just capital waiting on the sidelines for the foldable pivot? ๐
โ ๏ธ Not financial advice. Always manage your risk. ๐ก๏ธ
๐ท๏ธ #AAPL #TechStocks #MarketAnalysis #Macro
๐ฅ ๐
Jeff Pu from GF Securities just cut $AAPL iPhone 18 Pro production estimates down to 72M units after pre-order lead times came in unexpectedly lukewarm. ๐ Hardware upgrades feel incremental, and steep pricing on high-storage tiers is clearly capping consumer appetite.
Meanwhile, JP Morgan notes shorter global delivery windows, suggesting buyers in key markets are holding out for the high-end foldable Duo launching next month. ๐ก With supply chain bottlenecks hitting both traditional models and hinges, tech momentum is facing an early-cycle reality check. ๐
๐ฌ Is this soft pre-order data an early top for tech valuation, or just capital waiting on the sidelines for the foldable pivot? ๐
โ ๏ธ Not financial advice. Always manage your risk. ๐ก๏ธ
๐ท๏ธ #AAPL #TechStocks #MarketAnalysis #Macro
๐ฅ ๐