Drexel Hamilton's White 'More Bullish Than Ever' on Apple

The video discusses Apple's recent event, highlighting the delay of the iPhone 10 but noting strong supply chain performance and positive guidance for the September quarter. It introduces Apple's new wireless charging technology, AirPower, which allows multiple devices to be charged simultaneously. The video also analyzes the competitive landscape of the smartphone market, emphasizing Apple's strengths in hardware, software, and services, and predicting challenges for competitors like Samsung and Huawei.

What was the main reason for the delay of the iPhone 10?

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How did Apple's supply chain performance look for the September quarter?

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What new charging technology was introduced with the new iPhones?

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What impact do you think the new wireless charging technology will have on users?

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What challenges do you think Apple faces from competitors like Samsung and Huawei?

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