No more ChatGPT?
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Other candidates are Thinking Machines Lab and Anthropic.
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The screen and battery come from China and the rear-facing camera comes from South Korea. Weaver says a fully U.S.-made phone is limited by a lack of domestic infrastructure.
“Even if the specs were less impressive, it would take many, many years to be fully sourced out of the U.S. and not practical,” says Jeff Fieldhack, a research director at Counterpoint Research. “Cost aside, we don’t have factories here building application processors, high-end displays or most of the other things in your smartphone.”
Next target $225-$230?
Edit:
Aug 7, 2025
Target sort of met. Next move is either breakout or reverses down 
Systematic replacement of top leadership. Look like TC will retire within 2-3 years.
AAPL underperformance is plagued by Trump antics vs China than slow integration of AI into its apps.
https://x.com/Jackson_00j/status/1951856644318707778
Apple’s biggest problem is not with AI, META, EU or China. Is WH.
A good 2nd half? New ATH before end of the year?
Take note, target $225-$230 hit.
Break above 40-week SMA in weekly chart.
Break above upper downtrend channel.
High probability AAPL is in bullish Cycle III (should last at least 3 years)
Break above 200-day SMA in daily chart. Already above 50-day SMA.
Above cloud : Bullish
ADX trending up while DI+ above DI-: Bullish
MACD crosses above red line: Bullish
Ref: Jun 30, 2025 post.
Technical rally or some fundamental has improved?
Possibilities: More friendly WH, improving China market, unannounced cool integration of AI into Apple apps, clarity in leadership succession, …
