Mark Gurman
Verified record/TRACE receipts
Score58W·L1·0Win100%
Avg+10.5%Win100%
Shows
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Top tickers
AAPL2 calls
DRAM1 calls
Speaker record
DRAM/long/tbpn
Memory so scarce it forces Apple to raise iPhone prices; DRAM makers hold pricing power and margins expand.
Well, you know, they hit the point where they couldn't impact their margins anymore. Obviously, they're reporting earnings at the end of this month, so they'll talk more about that. Yeah. But the big picture here is the iPhone is going to get its price hike in September.
Peak+9.8%
AAPL/long/tbpn
Apple's 2025-2027 iPhone roadmap is its strongest ever; foldable, Air 2, 20th anniversary redesign drive a huge cycle
what they're doing to the iPhone over the last year past and the next few years, what they've got, like this 3- to 4-year period of the iPhone, incredibly impressive. They're knocking it out of the park.
Peak+9.8%
AAPL/long/tbpn
Ternus-led Apple sharpens product focus with 6 new categories in pipeline; bullish long-term
I am quite optimistic for Apple in the long term with Ternus at the helm. He has product sensibilities that Tim Cook simply doesn't have.
Peak+18.6%