: Rising memory (NAND/DRAM) and silicon prices from suppliers like TSMC threaten to compress gross margins if not passed to consumers.
: Integration of "Apple Intelligence" and the rumored iPhone 18/Foldable cycle are expected to drive unprecedented hardware upgrades among the 2.5 billion active device base. is apple a buy
: A massive $145 billion cash pile and continued aggressive share buybacks (~$25 billion last quarter) support earnings per share (EPS). The "Hold/Sell" Thesis (Bear Case) : Rising memory (NAND/DRAM) and silicon prices from