QORVO

$Apple(AAPL.US)

Context:

After a lackadaisical day of not moving much, a strong green candle (+3.56%) appeared on the chart on 10 September. The stocks of companies that supply components to Apple like $Skyworks Solutions(SWKS.US) and $QORVO(QRVO.US)also showed good gains in contrast to other semiconductor stocks. This is an indirect acknowledgement by the market that Apple still has a strong base of customers. Trendforce predicts iPhone Duo will be able to win 24.8% of the market for foldable smartphones.

My Trade: Continue to monitor for entry opportunities.

Takeaway: The market still believes in the Apple brand.

😍

Bearish, the consumers need to digest the price increases first.

Then the new CEO will have to convince the consumers the value in the pricing.

And subsequently convince the market and investors that there’s still room for $Apple(AAPL.US)to grow in the smartphone space.

Folderable is going to be interesting but due to the high price it might be putting off many of the fanbase. Let’s see how it goes

nice good

The Ternus era signals evolution, not revolution. While post-launch stock dips mirror typical sell-the-news reactions, Apple’s real moat remains its deeply integrated hardware ecosystem. As shown by its 11 key suppliers—from TSMC’s cutting-edge silicon to Sony’s optics—Apple’s supply chain engine is unmatched.

New products should push it price higher

Fancy phone for 2000 dollars, can show off like a piece of luxury watch in the crowd. Actually useful, not at all , my big tv can see better and bigger. Only reason why aapl can maintain pricing power is people got used to iOS and reluctant to switch over to android . Below 270 can consider for a defensive play.

🍏 The iPhone Duo features a large inner display that stays pocket friendly with cameras optimized for its book style form. It starts at USD1999 for 256 GB and launches Oct 23 in Star White and Night Sky colors. The iPhone 18 Pro models from USD1999 bring a 48 megapixel main sensor and variable aperture for better low light photos, with fans praised the Duo’s durable build that tackles typical foldable issues. Streamers iShowspeed brought extra excitement by meeting tech creator Marques Brownlee at the event!

with the launch, I dont think it will have much impact on the share prices. as it is still people mindset that it is a copy of samsung model. how long and how much it can push higher