📱 AAPL: the iPhone cycle may have more room to run.
Early consumer surveys point to stronger-than-expected interest in the iPhone 18 Pro, and Apple’s first foldable iPhone is expected to launch this month.
My lean: BUY-lean into the launch—if demand holds up, the upgrade cycle could surprise. The risk? A lot of optimism may already be in the price. Will the foldable bring new buyers, or mostly shift existing ones?
#AAPL #Apple #iPhone
Early consumer surveys point to stronger-than-expected interest in the iPhone 18 Pro, and Apple’s first foldable iPhone is expected to launch this month.
My lean: BUY-lean into the launch—if demand holds up, the upgrade cycle could surprise. The risk? A lot of optimism may already be in the price. Will the foldable bring new buyers, or mostly shift existing ones?
#AAPL #Apple #iPhone