Thinking Through Potential Apple Price Hikes, Apple’s HW Gross Profit Trajectory, Is There an Apple HW Gross Profit Cliff?

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

• Thinking Through Potential Apple Price Hikes

• Apple’s HW Gross Profit Trajectory

• Is There an Apple HW Gross Profit Cliff?

The update begins with Neil’s thoughts on potential Apple product price hikes tied to the memory crisis. We then look at Apple’s HW gross profit trajectory as measured by gross margin dollars on an absolute basis. This brings us Apple potentially running out of time to offset higher memory pricing.

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