Analyst Explains ‘The Problem’ With Apple (AAPL)

“I think the problem with Apple Inc (NASDAQ:AAPL) is that everything that’s showing up today is in fact pretty incremental. Yes, the phone is thinner and yes, it looks great. We haven’t had a big super cycle in four years. We were sort of told that, hey, Apple Inc (NASDAQ:AAPL) intelligence last year was going to drive this big cycle. It didn’t really accomplish that. Now we’ve got the thinnest phone ever, longest battery, does that drive a super cycle? And of course, we’re waiting for price because we want to know, do these phones slightly longer battery, slightly nicer screen, maybe a bit more durable, are people going to run out and buy them? And if they’re going to charge more, if tariffs are going to start to impact, that may be a problem, too. So, I think it’s a tough position. The announcements have been good, but I think with everything Nvidia is doing and everything Google’s doing right now, it’s hard for that investor to say, ‘I want to put a dollar here into Apple.'”