What better China short is there than $AAPL? 1) Super liquid, 2) China at the center of their supply chain (margins), 3) Widely-owned, 4) Very emotional investor base, 5) Mature & slowing. Next stop: Margins come down.
China is at the center of everyone's supply chains. Samsung has a big plant in Vietnam. No reason why Apple can't follow their lead.
-
-
Price increases for most discretionary goods can be passed on imo. I just think the convergence of mature smartphone market + supply chain cost increases makes AAPL uniquely positioned to feel the pain. They're price takers now.
-
$1000 iPhones => they got pricing power
- 1 more reply
New conversation -
Loading seems to be taking a while.
Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.