Thoughts on iPhone Demand, Apple Is Being Underestimated, What Meta’s Connect Keynote Demo Fails Revealed

Today's Above Avalon Daily update includes the following stories:

• Thoughts on iPhone Demand

• Apple Is Being Underestimated

• What Meta’s Connect Keynote Demo Fails Revealed

The update kicks off with my thoughts on iPhone demand over iPhone launch weekend and heading into Apple’s FY26. We then discuss how the iPhone is the latest example of Apple being underestimated. The update concludes with an observation regarding how Meta’s keynote demo fails at Connect were perceived on social media.

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