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AAPL

+38 pts



$AAPL - Needham says Apple's margins are so high because it benefits from enormous free publicity

By phenphen on Oct. 19, 2021, 12:54 p.m.
Tagged topics: AirPods , Mac , big tech , Needham , free publicity

Views: 132, Votes: 5, Responses: 1, Attachments: 2
AAPL

+32 pts



$AAPL - Apple Silicon Resetting The Bar for Portable Computing, Again

By bbern3 on Oct. 19, 2021, 11:36 a.m.
Tagged topics: Mac , GPU , Oppenheimer , M1 Chip

Views: 28, Votes: 1, Responses: 0, Attachments: 2
AAPL , QCOM , QRVO , SWKS

+35 pts



$AAPL $QCOM $QRVO $SWKS - Handset Industry Preview

By bbern3 on Oct. 19, 2021, 11:34 a.m.
Tagged topics: analyst checks , supply constrained , Raymond James , semiconductors , iPhone 13

Views: 22, Votes: 2, Responses: 0, Attachments: 2
AAPL

+32 pts



$AAPL - Consumers Sticking with Higher-End Models Despite Already High Lead Times

By labjordan on Oct. 18, 2021, 6:55 p.m.
Tagged topics: analyst checks , lead times , JP Morgan , iPhone 13

Views: 12, Votes: 1, Responses: 0, Attachments: 2
AAPL

+32 pts



AMD ready to breakout

By silverquest on Oct. 17, 2021, 7:46 p.m.
Tagged topics: supply constrained , semiconductors , semi shortage

Views: 15, Votes: 2, Responses: 0, Attachments: 1
AAPL , TSLA , F , NIO

+36 pts



Apple Car

By Noto on Oct. 15, 2021, 1:29 p.m.
Tagged topics: Apple Car , overcharge , bad idea

Views: 32, Votes: 5, Responses: 1, Attachments: 0
DIS , NFLX , LGF.B , DISCK , CNK , AMZN , AAPL

+42 pts



Morgan Stanley sees a smaller theatrical business in the future, says $NFLX $AMZN $AAPL will become Hollywood majors

By puckerman17 on Oct. 15, 2021, 1:07 p.m.
Tagged topics: movie theaters , Morgan Stanley , consumer trends , structural change

Views: 213, Votes: 4, Responses: 1, Attachments: 2
AAPL

+32 pts



$AAPL - analysts see #ChipShortages driving longer #iPhone13 lead times and lowers CQ4 shipments

By mooreideas on Oct. 14, 2021, 9:51 a.m.
Tagged topics: supply constrained , Goldman Sachs , Needham , iPhone 13 , chip shortage

Views: 73, Votes: 1, Responses: 0, Attachments: 4
AAPL , MCHP , TXN

+35 pts



$AAPL $MCHP $TXN - RayJay checks indicate #iPhone13 production change related to component shortages

By mooreideas on Oct. 13, 2021, 10:11 a.m.
Tagged topics: analyst checks , supply constrained , Raymond James , iPhone 13

Views: 137, Votes: 4, Responses: 0, Attachments: 2
QCOM , AAPL

+33 pts



$QCOM - could $AAPL sell the US #iPhone13 in other geographies given its support for #mmWave band?

By bbern3 on Oct. 8, 2021, 11:48 a.m.
Tagged topics: China , mmWave , Raymond James , iPhone 13

Views: 122, Votes: 2, Responses: 0, Attachments: 2
new iPhone launch
high YOY growth
Value delivery to investors
Free cash flow and will buyback and also return dividend
Recovering from sell off