Marley Kayden speaks with William Kerwin and Robert Cantwell about Apple (AAPL) following its latest earnings print. William praises Apple's strong margins but flags rising memory costs as a possible headwind to monitor. Meanwhile, Robert paints a more bearish tone while underlining Apple's heavy reliance on iPhone sales accounting for 54% of its total revenue. He suggests other companies have more diverse product offerings and revenue channels to pay attention to.

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