Apple's ambitious plans for the foldable iPhone are hindered by significant supply chain bottlenecks, particularly due to optical component shortages identified by Micron. While healthy demand and optimistic earnings forecasts suggest potential for growth, investor sentiment may shift towards caution, prompting a reassessment of long positions until these challenges are resolved. As the tech sector exhibits robust revenue growth overall, uncertainty surrounding Apple's supply chain could limit its upside potential.
“2026 Eida guidance 410 to $460 million. That's only 10 to 24% growth.”
“Currently, it's at 24.6 six times trading PE closer to 30 times forward PE.”
“Operating margin, 46.6% have been increasing over the past couple of years.”
“if we look at Azure growth 39% year-over-year”
“the whole Microsoft cloud business itself is still going to grow. It is still growing.”
“And so right now, what we're seeing here is the expected growth for adjusted tax revenue to be 30%. EPS 60%. That's the number that we're working with right now.”
“31 times earnings for a company that's growing that 54% year-over-year, still expected to grow that number close to 40% over the next couple of years.”
“well again it's not too crazy to say that today the implied fair price for SoFi should be closer to $26.4 per share.”
“Last quarter, it increased revenue by 48.2%.”
“Rubric is a company that is growing very, very fast. Last quarter, it increased revenue by 48.2%.”
“Now, luckily for us, Rubric already told us that they are expecting to beat their guidance across the board.”
“Rubric announced their uh preliminary numbers and they said that they're exceeding their guidance which means beats across the board.”
