For me, the biggest thing to watch is whether
$Apple(AAPL)$ can turn the foldable iPhone into a genuine new upgrade cycle. It needs to be compelling enough to support higher ASPs and attract customers back to upgrading, rather than becoming just another niche premium product.
I’m also watching AI closely. Apple doesn’t need to lead in foundation models, but AI must become useful enough to drive upgrades. Rising memory and chip costs also make pricing and margins increasingly important, especially as AI increases memory requirements.
Overall, I see this event as John Ternus’ first major test. If Apple delivers on foldables, AI and margins, the market could start pricing in a new growth cycle—not just another iPhone refresh, which could be a meaningful catalyst for AAPL.
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