Felix Wang, CFA(@HedgeyeTech):We're Short $AAPL. It's currently down 8% pre-market - if it stands, it would be the WORST earnings reaction since the December 2012 quarter. That's a long time! For the analysts out there, FX and supply chain were NOT the issues. We laid out the BEAR issues in our report last night to clients. We're betting on it's only going to get worse from here.

Felix Wang, CFA

@HedgeyeTech

MD @ Hedgeye; AI/Frontier Tech, Semis, China, $AAPL $NVDA $MSFT $CRWV $NBIS, OpenAI, Anthropic, $BABA $VRT $SE $AVGO Not Investment Advice

参加 May 2009

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Felix Wang, CFA@HedgeyeTech

2026.07.31 12:20

We're Short $AAPL. It's currently down 8% pre-market - if it stands, it would be the WORST earnings reaction since the December 2012 quarter. That's a long time! For the analysts out there, FX and supply chain were NOT the issues. We laid out the BEAR issues in our report last night to clients. We're betting on it's only going to get worse from here.