Apple down $8 on reports this morning of severe supply shortfalls for their new foldable phones due to manufacturing hiccups. HTS subs read this in the latest HTS letter released (via email) two days ago: "Apple hasn't been able to make enough of the new foldable phones - and that's a big issue." Also mentioned in the letter - Apple's hardware margin problem due to spiking memory costs, the sharp decline in Apple's (high margin) App Store revenue growth, long-time App Store executive Phil Schiller's exit from that position (not a coincidence, I believe). Most of these (margin issues, App Store problems, foldable production trouble) are not new - they've just been ignored by the Appleholic investors (and analysts) too drunk on stock bubble euphoria to notice. But now we're just days from the big product announcements and in the final month of what may be a very tough quarter (and quarters ahead) for Apple. Time to abandon ship?