Dan Ives
👤 SpeakerAppearances Over Time
Podcast Appearances
Like you're going to you're going to have winners and losers.
It's a stock pickers market.
When you look at the smartphone market and you look what we see, look around the edges, there's weakness.
I mean, we've talked about it in terms of Asia checks and now obviously, you know, this is something that's going to be a focus in terms of, you know, can they navigate it?
How long the sort of softness will be there?
Look, I think it just speaks to overall what we're seeing in this market.
Like you're going to you're going to have winners and losers.
It's a stock pickers market.
When you look at the smartphone market and you look what we see, look around the edges, there's weakness.
I mean, we've talked about it in terms of Asia checks and now obviously, you know, this is something that's going to be a focus in terms of, you know, can they navigate it?
How long the sort of softness will be there?
Look, I think it just speaks to overall what we're seeing in this market.
Like you're going to you're going to have winners and losers.
It's a stock pickers market.
These are staggering numbers in terms of iPhone, especially what they saw in China.
Look, I think this stock should be up 5% to 8% at least.
And I think part of it, we go back to a year ago.
Look at Google.
No one would touch it.
New York City cab driver is bearish on it.