So when I look at Apple, I look at two events. August 1st, right around the corner, earnings. September 10th, 11th, 12th. I found 16. What worries me is that if either of those is weak in any way, if the perception of the market is that either of those is weak, it'll hammer the stock.
And again, the folding AI into the phone, I mean, how advanced will that really be? Because it remains to be seen, of course. And again, iPhone demand, a lot of it will rest on China. I don't think that, I think the demand here could be less than they expect, at least domestically.
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