• Valuable Insights
    Strong results from $WDC, all about the guide, but expect it to be solid. Have real concerns on $AAPL iPhone guide, expect major whiff.
    Reply (2)
    • Ashraf Eassa: Valuable, could you put out an article explaining your reason for being cautious on iPhone? Would love to read it.
    • Valuable Insights: Plan to do so. I'm not concerned about demand, maps, purple haze photos - think real mffg issues abound that have yet to be solved.