Apple Earnings, More on Amazon’s Earnings

Stratechery by Ben Thompson

Apple Earnings, More on Amazon’s Earnings

Apple’s earnings (and stock) are limited not by memory but rather chip shortages; then, more on Amazon’s earnings and Andy Jassy’s market analysis.

Apple’s earnings (and stock) are limited not by memory but rather chip shortages; then, more on Amazon’s earnings and Andy Jassy’s market analysis.