• S8E4 "Time to Take a Bite Out of Apple"

  • May 3 2024
  • Duración: 6 m
  • Podcast

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S8E4 "Time to Take a Bite Out of Apple"

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  • Welcome to the ☕️ Na2 Perspective ☕️ where Na2 is the voice of reason ... tracking the trends ... testing today's TRUTH.... and tackling the treason Today is Friday May 3rd 2024 This is Season 8 Episode 4 entitled "Time to Take a Bite Out of Apple" and I am your host Khalid Natto 1🍎 Stock popped 6% in the aftermarket 2🍎 NEW Forecasts are single digit growth in overall revenue A🍏 Services Revenue should be in double digits B🍏iPad revenue should also be double digits 3🍎 iPad and GEN AI announcements would be next week and in June's WWDC 4🍎China is accelerating with iPhone sales other products lagged a little. 5🍎The CEO Tim Cook mentioned that his Enterprise AI campaign will be a full court press with all product his lines A🍏 I personally got inspired ... In fact I have been actively promoting a surgical use case for the VISION PRO. I literally emailed the rank and file of the GEORGE WASHINGTON UNIVERSITY MEDICAL SCHOOL hoping they can adopt the virtual surgery solution. I can see them saving lives across geo political war zones across the globe My mind set was that Steve Jobs sold the Mac to schools, why can't Tim Cook sell Vision Pro to Universities? 6🍎 The CFO Luca Maestri went on to discuss Consumer demand ... he said it's growing with his innovative financing solutions. 7🍎Gen AI is the sales catalyst of the future stay tuned 8 🍎 MINDSET FOR GLOBAL EXPANSION 🍏 Location must have a vibrant and growing population FOR EXAMPLE ● India's growth strategies lead to a strong double digits performance setting a new March quarter record. ○ India needed New stores ○ The country has a big base of developers in India ○ Apple must manufacture in India to capture market share. Luca and Tim went onto say that Apple is looking at manufacturing in Saudi Arabia, Mexico, Turkey, Brazil, Indonesia and more This just might be the right time to take a bite out of Apple Please note that tge bears are out there. ● All the negative iPhone data in the news was as fake as Facebook ... META's Minions manipulated the media ○ Analysts ○ Anchors ○ Asset Managers Thanks for taking the time to tune in to our riveting pursuit of rhyme and reason Warmest regards /s/ Khalid Natto Email khalidnatto@gwu.edu ➢ Ex Morgan Stanley VP ➢ George Washington University Alum Disclaimer: The aforementioned content is informational only and based on information available when created. It is not an offer or a solicitation nor is it tax or legal advice. It does not consider your financial circumstances and objectives and may not be suitable for you --- Send in a voice message: https://podcasters.spotify.com/pod/show/khalid-natto/message
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