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418: Cocktail of Headwinds

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Apple Expects Less Supply Constraints in the Coming Quarter

Apple is expecting less supply constraints in the coming quarter, which would be c four. That won't include iphones, will it? I it will probably only include a very small amount. Tim cook told emily chang lomberg that they are going to be deliberate with spending. But what they're not saying is that they're laying people off. They're saying that they'll be liver it with hiring and maybe they won't expand as fast.

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