Okay, Computer: Tech Earnings Roundup with Deirdre Bosa, Gene Munster & Carter Worth
RiskReversal Pod
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Apple's Revalued iPhone Number in the June Quarter
Gene Munster: I just don't know how this is going to play for Apple. When you think of all of the issues that are related from a geopolitical standpoint between us, I just think that Apple has got to be in the cross hairs here. And it brings me back to that kind of Q four calendar 2019. China could be a huge issue. He says Vision Pro is going to surprise investors and won't surprise investors in this year or next year,. maybe in 2026, it will not surprise. But he thinks long term, this concept of spatial computing is real. It's Google, Samsung, and Apple does it better than those other two.
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