Surveillance: Market Pause with Calvasina
Bloomberg Surveillance
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Apple's iPhone 15 Cycle: A Bullish Thesis
Apple's stock is up 40% year to date. The stocks trading at a multiple of 30, 30 times earnings and it's up 40%. Even though they've gone through what I'll call conservative growth, that's going to now start to be high single digit, potentially double digit. Now you're starting to see double digit services growth. And I think that's the perfect storm positive that I see going 2024.
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