Scenario

iPhone 18 outcome

AAPL reaction

🟒 Bull

Strong upgrades + higher ASP + AI features drive demand

+10–20%

🟑 Base

Solid upgrade cycle, but mostly expected

+3–10%

πŸ”΄ Bear

Good launch but weak unit growth / margins pressured

-10–15%

# iPhone Duo Sales Estimates Raised β€” Can Apple Keep Defying the Selloff?

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  • chizzoo
    Β·09-09
    Base case feels most likely, AI features help but margins matter more than the hype lol
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