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Great news! Let’s keep the homegrown chip production ball rolling. 

Also need to factor in that currency exchange rate headwind guidance now looks like a tailwind. Right after guidance the dollar started dropping and it hasn’t stopped since. Last year Sept 2023 dollar was about 5-6% stronger. Exchange rate is always a significant impact for Apple even with hedging. 

He suddenly forgot his passcode..lol!!! You can’t make this stuff up 

Also. This year IS different by Apple Intelligence. With AI rollout over next 1,2,3 months etc Apple probably produced more supply to cover the AI rollout demand and which obviously did not exist in the past. Cannot compare this year with prior years as AI is now involved. It’s apples to oranges.  

To make assumptions about demand based upon lead times seems pretty desperate. I know that’s all the analysts have to go on since Apple is so tight lipped and they are grasping at anything. I get it. However when the CEO of the second largest carrier says iPhones sales are very strong, the reports of weak demand is “nonsense” and the pros are crushing it I believe that. Why? because this guy is on the front lines and he needs to be very careful as to what he says or the SEC comes knocking. Also those lines were amazing over the weekend and that says a lot too.