I’m also watching AI closely. Apple doesn’t need to lead in foundation models, but AI must become useful enough to drive upgrades. Rising memory and chip costs also make pricing and margins increasingly important, especially as AI increases memory requirements.
Overall, I see this event as John Ternus’ first major test. If Apple delivers on foldables, AI and margins, the market could start pricing in a new growth cycle—not just another iPhone refresh, which could be a meaningful catalyst for AAPL.
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- flipzy·09-08 18:13TOPMemory and chip inflation may be more important than the foldable narrative here. If AI features push DRAM and silicon content structurally higher, Apple may actually lean harder on pricing power.1Report
- CornellRudolph·09-08 18:13TOPThe foldable story alone probably does not earn a rerating. I care more about whether AI can justify higher ASPs without squeezing margins1Report