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Pressure Points: Apple 2Q'24 Earnings Preview
On this episode of Pressure Points, Gene previews Apple earnings on Thursday. Get ready to hear more about a step-up in Capex. Big picture, more spending in AI is really good for Apple long-term.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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By Deepwater Asset Management
5
33 ratings
On this episode of Pressure Points, Gene previews Apple earnings on Thursday. Get ready to hear more about a step-up in Capex. Big picture, more spending in AI is really good for Apple long-term.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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