iPhone 16 Sales Surge and Market Dynamics

This chapter examines the strong initial sales of the iPhone 16 and the potential for a super cycle, while questioning the influence of AI on these sales in markets like China. It addresses the complexities of investing in tech stocks amid evolving economic conditions and regulatory issues affecting Apple's AI capabilities. The conversation also highlights the contrasting performance of U.S. and Chinese ETFs, emphasizing the need for caution in investment strategies within the volatile technology sector.