Apple downgrade on valuation, not product
The bear case argued for Apple: the downgrade reflects valuation concerns and questions about the company's ability to raise prices, not just a delay in a rumored all-glass iPhone.
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The story so far
CONTESTED · 9 MENTIONS · 7 EPISODES · 4 SHOWS
30 JUL 2026 — 10 AUG 2026 · 2D AGO
6 SUPPORT · 1 CHALLENGE · 2 REPEAT
- BLOOMBERG SURVEILLANCE
- CNBC FAST MONEY · 2 MENTIONS
- WSJ WHAT'S NEWS
- BLOOMBERG SURVEILLANCE
- CNBC FAST MONEY
- PROF G MARKETS · 2 MENTIONS
- CNBC FAST MONEY
- Apple downgrade on valuation, not product · THIS IDEA
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD