I went into today's $AAPL event thinking the foldable iPhone was going to be a rounding error for growth. After seeing the iPhone Duo, I’ve changed my mind.

You’re 💯 on target… this device hits a lot of wants… screens to better read docs, play games and multi task… I love it! Payment plans ease the sticker shock. It’s going be a major win.

I dunno ... for all the hang-wringing about a $1200 phone, $2k seems like quite a step up for most people.

Excited about a phone that Samsung has been making for years? Lol...

Only a pure AAPL head would draw that conclusion. Foldables have been shown to be marginal and there's nothing special about this one except it's late.

The whole foldable industry is 1.5% of smart phones. I guess Apple will expand that a bit, but I’m skeptical by how much. I also don’t understand why no Face ID and why no zoom camera. Xiaomi 18 Fold was able to get those features in. Gen 2 of the Duo may be the better buy once $AAPL fixes that.

There‘s nothing there. The smartphone super-cycle is over.

Apple has figured out how to fold glass. With no crease. It feels as magical as the original touchscreen on the iPhone did. It’s going to sell like mad.

Yeah but we're gonna need more than a couple percentage points of *possible*revenue growth for a stock with a 35x multiple. And what will margins be? Guessing they had to slash them to come in sub-$2k. Siri is a failure. Respectfully don't think $aapl outperforms on this.

One lesson I kept was to review the argument on its own terms. Keeping disagreement notes without turning them into a trade helped.

Lately, I have been more consistent about checking the indicator settings before comparing examples.

I agree. Gonna kill

great coverage and summary as always!

Me too!

Imagine what you can do with that. Can’t wait to see the Duo apps. Whole new universe of applications opened up for the triple screen form factor.

$AAPL at 316 and a $4.6T cap is why the Duo can change a mind and still not change the number. Even if foldables reach 10% of iPhone units at $1,999, that is roughly a 3 to 4% lift to revenue, real but not a new growth era. The market's read today was down 1.2%. Munster changed his mind on the product. The stock is waiting for someone to change their mind on the upgrade cycle.

I put listing one fact that challenged each idea into my routine, and kept it there.

Your shift in view says a lot about the iPhone Duo’s potential. You and @Nainahf are top-tier follows

that form factor makes the pro max look incredibly dated

Spending half an ounce gold on a phone is hard to do, but I need a larger screen.

I'm curious. If no one really bought a connected iPad mini, why do they want an iPhone fold? Ws it because they didn't buy the iPad since they already had an iPhone

I changed my mind too. I’m going with the iPhone 18, not the foldable iPad that cost $2,000.00 I didn’t care for the look of it either. It looks like 3 similar screens folded over each other with no ability to use a protective case.

Strange take Munster. It’s not a device, it’s all new phone hardware. EarPods might have been hardware, but nobody was excited about it…. More people were interested in the watch. Right?

Oh yeah

Did they have any smaller phones?

ipad is thing of the past 😀