Why #3: Cash cow, premium ecosystem, and long-awaited AI pivot starting to materialize.
Tailwinds: Services growth, AI integration in iOS, huge base loyalty.
Risk: Innovation cycle feels slower; Vision Pro isn't mass market yet.
Why #3: Cash cow, premium ecosystem, and long-awaited AI pivot starting to materialize.
Tailwinds: Services growth, AI integration in iOS, huge base loyalty.
Risk: Innovation cycle feels slower; Vision Pro isn't mass market yet.
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