๐จ INSTITUTIONAL SPLIT EMERGES ON $AAPL AS SUPPLY YIELDS TEST FOLDABLE DEMAND ๐ฅ
Wall Street is locked in a classic structural split over $AAPL following the iPhone Duo reveal. ๐ While Evercore and Citi project complete order book absorption upon launch with targets up to 365, Foxconn assembly yields hovering near 60% present a clear supply chain bottleneck that could cap initial output. ๐
Smart money is closely monitoring how supply constraints interact with the premium 1,999 price point before committing heavy capital. ๐ก If production ramping takes 6 to 12 months, near-term valuation upside may compress into a tight re-accumulation range despite long-term hardware expansion. ๐
๐ฌ Do you expect institutional buyers to absorb this supply bottleneck, or will production delays trigger a deeper liquidity sweep on $AAPL ? ๐
โ ๏ธ Not financial advice. Always manage your risk. ๐ก๏ธ
๐ท๏ธ #AAPL #Tech #Institutional #Markets #Trading
๐ฅ ๐
Wall Street is locked in a classic structural split over $AAPL following the iPhone Duo reveal. ๐ While Evercore and Citi project complete order book absorption upon launch with targets up to 365, Foxconn assembly yields hovering near 60% present a clear supply chain bottleneck that could cap initial output. ๐
Smart money is closely monitoring how supply constraints interact with the premium 1,999 price point before committing heavy capital. ๐ก If production ramping takes 6 to 12 months, near-term valuation upside may compress into a tight re-accumulation range despite long-term hardware expansion. ๐
๐ฌ Do you expect institutional buyers to absorb this supply bottleneck, or will production delays trigger a deeper liquidity sweep on $AAPL ? ๐
โ ๏ธ Not financial advice. Always manage your risk. ๐ก๏ธ
๐ท๏ธ #AAPL #Tech #Institutional #Markets #Trading
๐ฅ ๐