Apple Shares in Middle of Innings of Upward Cycle: Wedbush Securities

The transcript discusses the performance and expectations of iPhone sales, highlighting the strong market presence in China and the impact of pricing strategies. It addresses the challenges of market saturation and the importance of Apple's services. The potential for content growth through acquisitions is explored, with a focus on disrupting competitors like Netflix. The discussion shifts to Twitter's decision to ban political ads and Facebook's strategic positioning in the political advertising space.

What factors are contributing to the current performance of iPhones in the market?

How has the price cut in China affected iPhone sales?

What is the significance of the install base for Apple's services strategy?

In what ways could Apple disrupt the streaming market according to the text?

What challenges does Twitter face following its decision to ban political advertising?