Gene Munster
@munster_gene
Managing Partner @deepwatermgmt. Investing in tech-driven growth. All views/opinions are personal and not investment advice. 🚀
加入 July 2019
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The new foldable iPhone Duo is sick. No seam. Ultra thin. 50% larger screen than Pro Max.
My take: They're going to sell more than I thought before seeing it. I was thinking it would account for 5% of iPhone revenue in FY27. Now I think likely going to be 10%.
The issue is the price. We don't have it yet, but it will be $2k plus. $AAPL
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