Part 7/9:
Ies notes that Apple's upcoming earnings may surprise investors due to robust demand for the iPhone 17—even though the new model won't be part of the current quarter's sales. He suggests that pre-orders and initial uptake have been stronger-than-expected, which bodes well for the holiday season.
Additionally, China's market has shifted from a headwind to a tailwind for Apple. Ies predicts that partnerships like Apple's AI project "Gemini" could be a significant growth driver, potentially boosting Apple's stock to $325–$350 in the next year.