This is a Guest Post by AK of Fallible
AK has been an analyst at long/short equity investment firms, global macro funds, and corporate economics departments. He co-founded Macro Ops and is the host of Fallible.
In this video we go over the latest Apple (AAPL) earnings report and why the company is done with iPhones.
See why Apple is becoming a services company here: https://youtu.be/TmGwVVLRj_o
See why China hates iPhones here: https://youtu.be/e5qHNMXqRFc
Get more from Ben Thompson here: https://stratechery.com/