Just back from Japan. iPhones

2025-01-07

Just back from Japan. iPhones everywhere. It's not just anecdotal; data shows $Apple(AAPL)$ consistently dominates their smartphone market (50-60%+ vs. ~45% in the US). In a country obsessed with quality and reliability, that speaks volumes. It means:

Top-tier product quality: Winning over discerning Japanese consumers is a huge validation.

Sticky ecosystem: High switching costs = predictable recurring revenue.

Strong brand, premium pricing: Apple commands pricing power in a quality-focused market.

As an investor, I look for solid fundamentals and long-term value. Apple's Japan success reinforces their global brand strength and long-term potential. That's why I'm long AAPL.

Apple Plans to Widen Moat, Release More Products

Apple plans to release as many as 20 or more products in 2025, including a new MacBook Air that could be released as soon as this month. Services revenue will continue to be the main driver of growth. Apple is also expected to launch AirTag 2 in mid-2025.

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