AAPL earnings release bear case : MSFT missed big time on the Hardware part.


MSFT still crashed it, but it's mainly thanks to their software part of their business. AAPL on the other hand, has most of its income from hardware.

Now whatever the outcome of those earnings, it won't change the long term picture for me. I'm long on Apple, and to me, it's one of the best and we'll run businesses in the world.

I'm just looking forward to hear your bear or bull cases specifically on this earnings report.


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