I added to my Apple position as the iPhone 17 series continues to show stronger demand than the iPhone 16 during the same launch window. JPMorgan’s tracking highlights that delivery lead times remain elevated, especially for the base, Pro, and Pro Max models, signaling robust sales despite weaker performance of the Air variant. With U.S. supply-demand still tight and Chinese regulatory delays holding back the Air, Apple’s higher-end models are proving resilient. This strong demand backdrop supports revenue stability and provides confidence in Apple’s product-driven growth momentum.
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- Venus Reade·10-06The huge difference between Nvidia and Apple is Nvidia has 6 customers while Apple has 2.3b. Nvidia revenue concentration carries incredible risk.LikeReport
- Valerie Archibald·10-06Lets go $300!! Adding and reinvesting!LikeReport
- LouisLowell·10-03Great moveLikeReport