Apple Wins Market Over Margins Bet on iPhone SE

The video discusses how investors may need to adjust their expectations for Apple due to strong sales and a balance in iPhone supply and demand. It examines the impact on Apple's margins and profitability, noting that new products often have lower margins but can expand market opportunities. The video also explores Apple's strategy for using its cash reserves, focusing on stock buybacks, dividends, and small investments, such as in the Chinese company DD.

What factors are influencing investors' expectations for Apple?

How is the supply and demand for iPhones changing according to the text?

What impact do new product line extensions have on Apple's margins?

What is Apple's current strategy regarding its cash reserves?

What are the expected outcomes of Apple's focus on internal development and small deals?