Today's Above Avalon daily update includes the following topics:

WSJ Supports iPhone Order Cut Explanation
Additional Thoughts on iPhone Order Cuts
Sonos Earnings

In today’s update, we continue our discussion regarding possible iPhone order cuts. In particular, we go over whether the WSJ’s iPhone order cut claims are plausible. We also discuss a few other big picture thoughts regarding iPhone demand. The email concludes with a look at Sonos earnings.

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