Felix Wang, CFA(@HedgeyeTech):Why is no one saying $AAPL is a bubble? We're Short. Our bear thesis played out in a big way last quarter - we think it will continue as Apple's supercycle bursts. We wrote about the weak lead times for Apple's iPhone 18 Pro and 18 Pro Max last month. We're working on two critical data sets: our global inventory checker (iPhone 18 Pro and Pro Max) and our social barometer for the iPhone Duo. We will unveil the results later this month.

Felix Wang, CFA

@HedgeyeTech

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

参加 May 2009

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Felix Wang, CFA@HedgeyeTech

2026.10.09 12:30

Why is no one saying $AAPL is a bubble? We're Short. Our bear thesis played out in a big way last quarter - we think it will continue as Apple's supercycle bursts. We wrote about the weak lead times for Apple's iPhone 18 Pro and 18 Pro Max last month. We're working on two critical data sets: our global inventory checker (iPhone 18 Pro and Pro Max) and our social barometer for the iPhone Duo. We will unveil the results later this month.

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