“It’s got to be all about Apple, because that’s going to set the tone for all of technology, the entire ecosystem, the entire supply chain.” — Palisade Capital’s Dan Veru
From “A beat-up Apple reports earnings on Tuesday,” posted Monday on CNBC:
My favorite take, from D.A. Davidson’s Tom Forte:
I would argue that weakness in China and weakness in iPhones is priced in, and to some extent, weakness in the March quarter is also priced in. So we’d have to see something really ugly out of China or on iPhones for the stock to be under more pressure after the earnings report.