Jeff Pu(@sssjeffpu):Apple (AAPL) research summary • iPhone 18 Pro/Pro Max pre-order wait times look lukewarm • 3-4 weeks for most 256/512GB Pro Max + Burgundy 1TB (US) • Faster: 1-2 weeks Black/Glacier 1TB, immediate for many Silver 1TB & 2TB + most Pro configs • Limited upgrades + higher pricing (esp. high storage) + Duo competition + weight criticism • iPhone Duo early feedback positive: smooth fold, strong inner display, better iOS 27 multitasking • Trade-offs: heavier/thicker, visible crease, dual camera only • cutting Duo 2026 build plan 7m → 6m units due to hinge  • cutting iPhone 18 Pro/Pro Max build plan to 72m on adjustable-aperture camera constraints • Maintain Hold  #AAPL #iPhone

2026.09.15 07:58

Apple (AAPL) research summary • iPhone 18 Pro/Pro Max pre-order wait times look lukewarm • 3-4 weeks for most 256/512GB Pro Max + Burgundy 1TB (US) • Faster: 1-2 weeks Black/Glacier 1TB, immediate for many Silver 1TB & 2TB + most Pro configs • Limited upgrades + higher pricing (esp. high storage) + Duo competition + weight criticism • iPhone Duo early feedback positive: smooth fold, strong inner display, better iOS 27 multitasking • Trade-offs: heavier/thicker, visible crease, dual camera only • cutting Duo 2026 build plan 7m → 6m units due to hinge  • cutting iPhone 18 Pro/Pro Max build plan to 72m on adjustable-aperture camera constraints • Maintain Hold  #AAPL# #iPhone#