Apple Unveils U.S. Expansion Plans, Apple Expands Medical Staff, Thursday Q&A

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

  • Apple Unveils U.S. Expansion Plans 

  • Apple Expands Medical Staff 

  • Thursday Q&A

We kick off today’s email with my thoughts on Apple’s U.S. expansion plans. We go over the differences between Apple’s and Amazon’s approach to finding and securing a new campus. The discussion also includes how Apple’s new campus and larger offices around the U.S. fit in with Apple Park and the broader Apple apparatus. The email then turns to news of Apple having dozens of medical professionals on staff. We go over why health intrigues Apple. We conclude with the latest installment of Thursday Q&A. I answer the following questions from Above Avalon members:

  • Is Apple promoting trade-ins for iPhone XR, XS, and XS Max as a tactical move to get customers off Qualcomm chips as fast as possible?

  • Is there a connection between Apple deciding not to disclose iPhone unit sales and announcements regarding reduced orders for iPhone components? Did Apple make the disclosure change knowing AAPL shares would decline, making the stock buyback cheaper? Does this open Apple up for potential legal issues?

  • Why does each individual supplier cut result in additional pressure on Apple shares? Aren’t all the reported cuts part of the same decline in sales/orders?

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