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yeon
yeon
Apple beat, but fell ~3% after hours. Not buying the dip yet. Q4 revenue $114.5B, +12%. EPS $2.10 vs $1.99 expected. iPhone $57.6B, +17%. Only 8 days of iPhone 18 Pro in there. But Dec-quarter margin guide is 45-46%. It was 47.9%. Memory costs bite. I think the beat was priced in. Margin is the new story. Just watching. Holds $328? Dip gets bought. Back above $338? Fear was overdone. Margin scare, or holiday iPhone rally? $AAPL $MU #USStocks #Earnings

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