Ternus reportedly wants a leaner Apple that ships faster. Faster shipping is not the problem Apple has. The problem is that BofA now flags Muse routing around Siri entirely, and a shorter product cycle does nothing about losing the entry point on your own device. What would change my mind is a Siri rebuild that lets third party agents in, not another release cadence memo. Stock closed 329.40 on Tuesday, down 2.7 percent. I sold a third in September when it crossed five trillion and I am not buying that third back above 340.