Likefolio’s Landon Swan calls this a “key time of the year” for Apple (AAPL). The iPhone is doing “really well,” he says, projecting 10%-12% growth vs around 3% for other smartphones. He also looks at the performance of its other products, including Macs (tough comps), iPads & AirPods (doing fine), and the Apple Watch (showing negative growth). “Everything just looks so rosy…this is just a company that’s kicking butt.”

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