Joseph gave a fact-based reasoning 
Ban is not targeted vs iPhone, all foreign brand devices, have been talking for years.
Sale to government officials is 500k out of 45 million of sale to Chinese consumers⌠1.1% 
So far, feel like a FUD.
Ofc they do. Very subtle that you are not aware.
Huawei tried that once (may be twice, canât recall), didnât work. Chinese still buy iPhones.
Central ministries and agencies have restricted the use of foreign-brand products in official business since around 2020.
The company has restricted the use of iPhones as a ârecommendationâ for the past three years, and the majority of employees do not use them for work, according to the employee, although many have iPhones for personal use.
A central government official said, "Many of my colleagues now have two phones: a Huawei for work and an iPhone for personal use. "
According to Joseph, FCF yield (hence P/FCF) for AAPL is higher (lower) than GOOG. Is what I got too. Is why I think Kris and some influencers donât know how to do fundamental analysis.
Have not included potential of Vision Pro.
Apple Pay is growing very fast.
https://twitter.com/KrisPatel99/status/1699871717726793819
Kris arbitrarily started the comparison of operating income from 2013 (GOOG IPO in 2004!). He also conveniently ignore the fact that Gross Profit of AAPL and GOOG are pretty close. It means operating expenses of GOOG is high⌠so instead of saying GOOG is currently very badly managed, he twisted to mean GOOG is catching up with AAPLâs operational efficiency⌠letâs whether GOOG is able to improve efficiency going forward.
Why is Kris so keen on comparing AAPL vs GOOG so publicly?
Face Ripper said is a buying opportunity for stocks especially AAPL.
Increasingly, feel like a Huawei campaign.
Yet another assault by a green eyeâŚ
iPhone innovation.
.
iOS vs Android Market Share by Country: Top 30 Countries Using iPhones.
âŚiOS, on the other hand, holds a global market share of 28.52%, as of August 2023. The iOS mobile operating system is highly popular in the Oceania region, with a 55.66% market share. This is followed by the North America with a market share of 54.32%. .
Plenty of room to expand market share. Apple doesnât need current iPhone users to replace their iPhone often⌠in fact, many replace every 4-6 years⌠Apple wants to convert Android users gradually over. Android users donât need to replace their Android phone with a brand new iPhone immediately, can start by buying refurbished/ 2nd hand iPhone.
I wonât be bother to classify. IMHO, if you have new money to deployâŚ
a. Just want to be beat S&P for several years, buy AAPL.
b. Want to multiply many folds, look at other growth stocks, plenty of potentials. Just remember, high rewards come with high risks.
Not financial advice, just thinking aloud.
$2,000 iPhone? Thatâs more than a 15â MacBook Air.
Lackluster unless there is a LLM for Siri announcement.
Gene Munsterâs viewâŚ
https://twitter.com/munster_gene/status/1701345142194483496
Apple Event Sep 12 2023.
Announcements as leaked
Like the double tap of Apple Watch.
Like the 2nd generation UWB of Apple Watches and iPhone 15s.
Like can capture spatial photos and videos.
Like periscope zoom camera, however, I am not a photographer/ videographer.
No LLM or tons of mention of AI. Just realize Elon Musk copies Appleâs idea of using neural engine which TSLA cultists lauded as brilliant⌠what can I say.
AAPL traded inlined with the marketâŚ
⌠as opposed to what Apple haters claimed.
Appleâs new revenue driver:
Blame EU.
Anyhoo, you donât have USB-C cables? I have tons of them.
Also have tons of power chargers that connect with USB-C.
I donât need any conversion cable.
Love Joseph Carlsonâs fact-based analysisâŚ
Ability to capture spatial photos and videos is a big deal or not?
Was a big deal when I was dating till my children are adolescents. Now, hardly take any photos or videos.
Optimal Replacement Duration
iPhone 15 $799
Trade in
iPhone 14 $430, per year cost = $369
iPhone 13 $370, per year cost = $214.50
iPhone 12 $250, per year cost = $183
iPhone 11 $200, per year cost = $149.75
iPhone X $120, per year cost = $135.80
Best is to replace after 4 years 
