Speakerguest

Mark Gurman

@markgurman / appears on tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn

calls3traced speaker calls

avg P&L+10.5%per call

win rate100%resolved calls

total P&L+31.6%expert engine

Verified record

58credibility1 resolved

win rate100%1W · 0L

resolved1settled on TRACE

scored calls3published & scoreable

Speaker record

[130:22]longDRAMtbpn

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.

+9.84%open horizon

[141:49]longAAPLtbpn

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.

+9.76%the next few years

[54:29]longAAPLtbpn

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.

+18.55%

Agent-readable speaker

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AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.