Tyler Graham

Senior Analyst covering smartphone OEM strategy and US carrier strategies. Proud CSU Biz alumn. Go Rams!

[Tyler Graham @TyGrahamCO]

Link to full @CounterPointTR #WWDC26 write up: https://t.co/eRVAqla9IP

[Tyler Graham @TyGrahamCO]

@Apple may have just made the dedicated kids phone obsolete.

AI dominated #WWDC26, but the update I keep coming back to is parental controls. #iOS27 (compatible back to #iPhone 11) delivers most of what purpose-built kids devices were designed for. 🧵

[Tyler Graham @TyGrahamCO]

Safety, simplicity, and trust drive the first-phone decision. Apple put all three on stage ahead of Siri AI. That’s a signal of how much parent trust matters to Apple.

Full Counterpoint Research #WWDC26 coverage linked below 👇

[Neil Shah @neiltwitz]

Great insights from my colleague @mobilekang on @nvidia Jensen and crew Korea tour.

👉🏻Jensen’s Korea Tour - Securing AI Coalition & Chips over 🐓Chicken and 🍻Beer (Chimaek)

Jensen Huang is traveling through Korea making much fanfare on his four day trip which started June 5th. He is holding back-to-back meetings with the heads of major conglomerates over chicken and beer, the pairing called Chi-maek in Korea. This is right after Computex, Taipei so this signals the significance of Korea to Nvidia’s future strategy alongside Taiwan.

This trip was both a trip to secure supply and accelerate demand for the next wave of AI.

🌩️Hyperscalers: Dinner with the heads of LG, SK and Naver.

🎮Gaming: PC café visit with Chairmen of NCsoft and Krafton, Korea’s top gaming companies.

🤖Industrial Robots & Automation: First pitch at baseball game with Doosan group chairman alongside individual sessions with Hyundai Motor Group.

✨Memory Supply & more: Separate meetings SK Hynix to Samsung Electronics

Most important priorities and drivers for this visit thus far:

🎯 Supply Side: Securing Memory (HBM) for Next Generation NVIDIA AI Factories Infrastructure:

✨The keys to memory lies with Korea to break the “memory wall”.

✅ During Computex 2026 Jensen wrote  "PLEASE MAKE MORE" on a wafer in front of SK group Chairman Chey revealing his desire to source more. Nvidia is taking this opportunity to deepen its ties with Korea.


✅ With Vera Rubin ramping, HBM4 supply from @SKhynix and @Samsung alongside growing DRAM content for the Vera CPUs in Agentic Era is going to be the key choke points for NVIDIA's revenue.

✳️ According to @CounterPointTR Memory Tracker SK Hynix controls 57% of the global HBM market and Samsung aims to take some share away with HBM4 wins at NVIDIA.

✅ However, the bit and packaging remain the bottleneck. NVIDIA needs to guarantee priority allocation for upcoming HBM4 and HBM4E nodes, where design integration moves from traditional memory interfaces to advanced foundry base dies. This trip also gives Jensen, key insight into progress of Samsung’s HBM qualification status.

🎯 Demand Side: Physical AI & Sovereign AI are the key next markets with Korea a great case study for NVIDIA

✅ Physical AI is also an important reason for Jensen’s visit to Korea. Hyundai's robotics center, Doosan's humanoids, Boston Dynamics' Atlas hint that NVIDIA is considering Korea as a manufacturing-and-robotics proving ground. Korea's combination of heavy industry, automotive scale, and robotics gives it a unique angle that the US and Taiwan lack.

✅For NVIDIA, owning the software/simulation layer (Omniverse, foundation models) of the emerging humanoid industry is a strategic land-grab beyond GPUs for AI LLMs.

✅Jensen told media that “Robotics is going to be the next major sector here in Korea — this is a great opportunity for Korea to invest in AI.”

✅ @DoosanRobotics and NVIDIA have been expanding cooperation since declaring a strategic physical-AI partnership in October last year. Doosan is using NVIDIA's physical AI models on its construction, power, and robotics data.

✅ @Hyundai_Global and NVIDIA signed an MOU to advance domestic physical AI capabilities and agreed to invest $3 billion to establish an NVIDIA AI Technology Center and a Hyundai Motor Group Physical AI Application Center in Korea.

✅ Meetings with @NAVER_AI_Lab focus on securing localized LLMs optimized for East Asian enterprises. By supporting Naver, NVIDIA ensures high-margin infrastructure demand from regional enterprises that prefer domestic and sovereign cloud providers over US hyperscalers due to regulatory and data compliance mandates.

$NVDA $TSM

[Neil Shah @neiltwitz]

Got to ask Jensen his thoughts on how and when Physical AI will see an inflection point - during @nvidia Analyst Q&A this week -

Question:

“Physical AI has picking up in the factory, the autonomous vehicles.

But to cross the chasm into unstructured human spaces with humanoids like an average home or highly dynamic medical environments, what is the missing link, is it the dexterity, world models or lack of data to train the robots?

When shall we see the “Useful AI” moment for Physical AI like we are seeing with the Agentic AI?”

Jensen:

“We will see rapid integration of Agentic AI into Physical AI and the agentic framework he highlighted during the keynote will start applying to spatial or physical applications from autonomous vehicles to humanoids.”

He elaborated in detail on the importance of “reasoning” capabilities for autonomous cars and robots. The Agentic AI is the foundation along with the world models such as Alpameyo. He nicely tied the cloud, the PC, the car, and the humanoid to one agentic blueprint.

“Every edge device will become autonomous. We are not far away from inflection points for Physical AI.”

“In next two years be ready for Physical AI to reach an inflection point.”

$NVDA

[Neil Shah @neiltwitz]

@CounterPointTR team is already on the ground for #Computex2026.

These are some of the expectations from the team in some key areas.

Computex 2026: Agentic AI & Physical AI Reshaping the Computing Landscape

https://t.co/jHYDuEkMuV

$NVDA $AMD $INTC $SYNA $QCOM $TSM $MRVL $ARM $COHR $LUMN $ALAB

[Counterpoint Research @CounterPointTR]

𝐈𝐬 𝐋𝐮𝐱𝐨𝐭𝐭𝐢𝐜𝐚 𝐧𝐨 𝐥𝐨𝐧𝐠𝐞𝐫 𝐌𝐞𝐭𝐚’𝐬 𝐬𝐨𝐥𝐞 𝐦𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐢𝐧𝐠 𝐩𝐚𝐫𝐭𝐧𝐞𝐫 𝐟𝐨𝐫 𝐀𝐈 𝐠𝐥𝐚𝐬𝐬𝐞𝐬?

Several major shifts are underway across the global OEM and manufacturing landscape for AI glasses, AR, and VR devices, according to our latest XR & Smart Glasses Manufacturing Ecosystem Report:

• @Meta’s key assembly partner for AI glasses, Luxottica, led the global smart glasses manufacturing market with more than 70% share in 2025. However, we expect Luxottica’s share to decline in 2026 despite continuous volume growth, as Meta diversifies its manufacturing partners and other smart-glasses OEMs gain momentum.

• We expect Goertek’s share of the smart glasses manufacturing market to nearly double in 2026, up from only 11% in 2025, driven by design wins with leading customers across both China and international markets. At the same time, Luxshare is emerging as a strong challenger to GoerTek Inc., supported by its growing partnerships with leading US tech companies.

• The competition between Goertek and Luxshare is also extending into the AR glasses manufacturing market. While Goertek’s share in AR glasses remained relatively limited in 2025, we expect it to more than double in 2026. The technical barriers to assembling waveguide-based AR glasses are significantly higher than those for display-less smart glasses, which we believe places Goertek in a leading global position, given its strong vertical integration capabilities.

• Mainland China still holds a dominant position in global XR and smart glasses manufacturing. However, its share has started to decline since H2 2025 as Vietnam and Taiwan gain traction amid ongoing supply chain diversification efforts from major OEM customers seeking greater production resilience.

Check out our full report for detailed market-share forecasts, supply-chain mapping, manufacturing trends and competitive analysis across the XR and AI glasses manufacturing ecosystem:
https://t.co/FcRoxMWJxp

#AIGlasses #XR #VR #ARVR #Meta #Goertek #Luxshare #Luxottica #CounterpointResearch $META

[Counterpoint Research @CounterPointTR]

𝟴 𝗶𝗻 𝟭𝟬 𝗪𝗲𝗮𝗿𝗮𝗯𝗹𝗲𝘀 𝘁𝗼 𝗙𝗲𝗮𝘁𝘂𝗿𝗲 𝗢𝗻-𝗗𝗲𝘃𝗶𝗰𝗲 𝗔𝗜 𝗯𝘆 𝟮𝟬𝟯𝟮

𝖤𝖽𝗀𝖾 𝖠𝖨 𝗂𝗌 𝗋𝖾𝗌𝗁𝖺𝗉𝗂𝗇𝗀 𝗐𝖾𝖺𝗋𝖺𝖻𝗅𝖾𝗌 𝖿𝗋𝗈𝗆 𝗉𝖺𝗌𝗌𝗂𝗏𝖾 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝖾𝖽 𝗀𝖺𝖽𝗀𝖾𝗍𝗌 𝗂𝗇𝗍𝗈 𝗂𝗇𝗍𝖾𝗅𝗅𝗂𝗀𝖾𝗇𝗍, 𝗋𝖾𝖺𝗅-𝗍𝗂𝗆𝖾 𝖼𝗈𝗆𝗉𝗎𝗍𝗂𝗇𝗀 𝗉𝗅𝖺𝗍𝖿𝗈𝗋𝗆𝗌. 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖿𝗈𝗋𝖾𝖼𝖺𝗌𝗍𝗌 𝖺 𝖼𝗎𝗆𝗎𝗅𝖺𝗍𝗂𝗏𝖾 $𝟣 𝗍𝗋𝗂𝗅𝗅𝗂𝗈𝗇 𝗐𝖾𝖺𝗋𝖺𝖻𝗅𝖾 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗈𝗉𝗉𝗈𝗋𝗍𝗎𝗇𝗂𝗍𝗒 𝖻𝗒 𝟤𝟢𝟥𝟤, 𝗐𝗂𝗍𝗁 𝖤𝖽𝗀𝖾 𝖠𝖨 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝖼𝖺𝗉𝗍𝗎𝗋𝖾 𝗇𝖾𝖺𝗋𝗅𝗒 𝟩𝟧% 𝗈𝖿 𝗍𝗁𝖾 𝗏𝖺𝗅𝗎𝖾. 𝖳𝗁𝖾 𝗌𝗁𝗂𝖿𝗍 𝗂𝗌 𝖻𝖾𝗂𝗇𝗀 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗈𝗇-𝖽𝖾𝗏𝗂𝖼𝖾 𝗂𝗇𝗍𝖾𝗅𝗅𝗂𝗀𝖾𝗇𝖼𝖾, 𝖿𝗋𝗈𝗆 𝖼𝗅𝗂𝗇𝗂𝖼𝖺𝗅𝗅𝗒 𝗋𝖾𝗅𝖾𝗏𝖺𝗇𝗍 𝗁𝖾𝖺𝗅𝗍𝗁 𝗆𝗈𝗇𝗂𝗍𝗈𝗋𝗂𝗇𝗀 𝗂𝗇 𝗌𝗆𝖺𝗋𝗍𝗐𝖺𝗍𝖼𝗁𝖾𝗌 𝗍𝗈 𝗋𝖾𝖺𝗅-𝗍𝗂𝗆𝖾 𝗍𝗋𝖺𝗇𝗌𝗅𝖺��𝗂𝗈𝗇 𝖺𝗇𝖽 𝖺𝖽𝖺𝗉𝗍𝗂𝗏𝖾 𝖺𝗎𝖽𝗂𝗈 𝗂𝗇 𝖳���𝖲 𝖽𝖾𝗏𝗂𝖼𝖾𝗌.

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:
  • 𝖤𝖽𝗀𝖾 𝖠𝖨 𝗉𝖾𝗇𝖾𝗍𝗋𝖺𝗍𝗂𝗈𝗇 𝗂𝗇 𝗐𝖾𝖺𝗋𝖺𝖻𝗅𝖾𝗌 𝗂𝗌 𝗉𝗋𝗈𝗃𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗋𝗂𝗌𝖾 𝖿𝗋𝗈𝗆 𝟥𝟢% 𝗂𝗇 𝟤𝟢𝟤𝟧 𝗍𝗈 𝗇𝖾𝖺𝗋𝗅𝗒 𝟪𝟢% 𝖻𝗒 𝟤𝟢𝟥𝟤.

  • 𝖦𝗅𝗈𝖻𝖺𝗅 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋 𝗐𝖾𝖺𝗋𝖺𝖻𝗅𝖾𝗌 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗂𝗌 𝗉𝗋𝗈𝗃𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗀𝗋𝗈𝗐 𝖺𝗍 𝖺 𝟣𝟢% 𝖢𝖠𝖦𝖱 𝗍𝗁𝗋𝗈𝗎𝗀𝗁 𝟤𝟢𝟥𝟤, 𝗐𝗁𝗂𝗅𝖾 𝖤𝖽𝗀𝖾 𝖠𝖨-𝖾𝗇𝖺𝖻𝗅𝖾𝖽 𝗐𝖾𝖺𝗋𝖺𝖻𝗅𝖾𝗌 𝖺𝗋𝖾 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝖾𝗑𝗉𝖺𝗇𝖽 𝖺𝗍 𝖺 𝗌𝗂𝗀𝗇𝗂𝖿𝗂𝖼𝖺𝗇𝗍𝗅𝗒 𝖿𝖺𝗌𝗍𝖾𝗋 𝟤𝟣% 𝖢𝖠𝖦𝖱.

  • 𝖳𝖶𝖲 𝖺𝗇𝖽 𝗌𝗆𝖺𝗋𝗍𝗐𝖺𝗍𝖼𝗁 𝗌𝖾𝗀𝗆𝖾𝗇𝗍𝗌 𝗐𝗂𝗅𝗅 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾 𝗍𝗈 𝗅𝖾𝖺𝖽 𝗍𝗁𝖾 𝗐𝖾𝖺𝗋𝖺𝖻𝗅𝖾𝗌 𝖼𝖺𝗍𝖾𝗀𝗈𝗋𝗒 𝗂𝗇 𝗍𝖾𝗋𝗆𝗌 𝗈𝖿 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌.

𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲:
https://t.co/CtD078KMXv

𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗘𝗱𝗴𝗲 𝗔𝗜-𝗘𝗻𝗮𝗯𝗹𝗲𝗱 𝗪𝗲𝗮𝗿𝗮𝗯𝗹𝗲𝘀 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁 𝗵𝗲𝗿𝗲:
https://t.co/K2Omub3Hi9

#EdgeAI #Wearables #AI #Smartwatch #TWS #SmartRings #TinyML #DigitalHealth #CounterpointResearch

[Counterpoint Research @CounterPointTR]

𝗶𝗣𝗵𝗼𝗻𝗲 𝟭𝟳 𝗚𝗹𝗼𝗯𝗮𝗹 𝗕𝗲𝘀𝘁-𝗦𝗲𝗹𝗹𝗶𝗻𝗴 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗶𝗻 𝗤𝟭 𝟮𝟬𝟮𝟲, 𝗧𝗼𝗽 𝟭𝟬 𝗧𝗮𝗸𝗲 𝟮𝟱% 𝗦𝗵𝗮𝗿𝗲

𝖳𝗁𝖾 @Apple 𝗂𝖯𝗁𝗈𝗇𝖾 𝟣𝟩 𝖲𝖾𝗋𝗂𝖾𝗌 𝖼𝖺𝗉𝗍𝗎𝗋𝖾𝖽 𝗍𝗁𝖾 𝗍𝗈𝗉 𝗍𝗁𝗋𝖾𝖾 𝗌𝗉𝗈𝗍𝗌 𝗂𝗇 𝗍𝗁𝖾 𝗐𝗈𝗋𝗅𝖽’𝗌 𝖻𝖾𝗌𝗍-𝗌𝖾𝗅𝗅𝗂𝗇𝗀 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌 𝗂𝗇 𝖰𝟣 𝟤𝟢𝟤𝟨. @Samsung 𝖦𝖺𝗅𝖺���𝗒 𝖠 𝖲𝖾𝗋𝗂𝖾𝗌 𝗐𝖺𝗌 𝗆𝗈𝗌𝗍 𝗋𝖾𝗉𝗋𝖾𝗌𝖾𝗇𝗍𝖾𝖽 𝗐𝗂𝗍𝗁 𝖿𝗂𝗏𝖾 𝗆𝗈𝖽𝖾𝗅𝗌 𝗂𝗇 𝗍𝗁𝖾 𝗍𝗈𝗉 𝟣𝟢, @Xiaomi 𝖱𝖾𝖽𝗆𝗂 𝖠𝟧 𝗌𝖾𝖼𝗎𝗋𝖾𝖽 𝗍𝗁𝖾 𝗍𝖾𝗇𝗍𝗁 𝗌𝗉𝗈𝗍. 𝖳𝗁𝖾 𝗍𝗈𝗉 𝟣𝟢 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌 𝖼𝗈𝗇𝗍𝗋𝗂𝖻𝗎𝗍𝖾𝖽 𝟤𝟧% 𝗈𝖿 𝗀𝗅𝗈𝖻𝖺𝗅 𝗎𝗇𝗂𝗍 𝗌𝖺𝗅𝖾𝗌, 𝗍𝗁𝖾 𝗁𝗂𝗀𝗁𝖾𝗌𝗍 𝖰𝟣 𝖼𝗈𝗇𝖼𝖾𝗇𝗍𝗋𝖺𝗍𝗂𝗈𝗇 𝖾𝗏𝖾𝗋.

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:
  • 𝗂𝖯𝗁𝗈𝗇𝖾 𝟣𝟩 𝗅𝖾𝖺𝖽𝗌 𝗍𝗁𝖾 𝗅𝗂𝗌𝗍 𝗐𝗂𝗍𝗁 𝟨% 𝗌𝗁𝖺𝗋𝖾 𝖿𝗈𝗋 𝗍𝗁𝖾 𝗊𝗎𝖺𝗋𝗍𝖾𝗋, 𝗂𝖯𝗁𝗈𝗇𝖾 𝟣𝟩 𝖯𝗋𝗈 𝖬𝖺𝗑 𝖺𝗇𝖽 𝗂𝖯𝗁𝗈𝗇𝖾 𝟣𝟩 𝖯𝗋𝗈 𝖿𝗈𝗅𝗅𝗈𝗐 𝗍𝗁𝖾 𝗇𝖾𝗑𝗍 𝗍𝗐𝗈 𝗌𝗉𝗈𝗍𝗌.

  • 𝖲𝖺𝗆𝗌𝗎𝗇𝗀’𝗌 𝖦𝖺𝗅𝖺𝗑𝗒 𝖠 𝗌𝖾𝗋𝗂𝖾𝗌 𝖼𝖺𝗉𝗍𝗎𝗋𝖾𝖽 𝖿𝗂𝗏𝖾 𝗌𝗉𝗈𝗍𝗌 𝗐𝗂𝗍𝗁 𝖦𝖺𝗅𝖺𝗑𝗒 𝖠𝟢𝟩 𝟦𝖦 𝗍𝗁𝖾 𝖻𝖾𝗌𝗍-𝗌𝖾𝗅𝗅𝗂𝗇𝗀 𝖠𝗇𝖽𝗋𝗈𝗂𝖽 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾.

  • 𝖲𝖺𝗆𝗌𝗎𝗇𝗀’𝗌 𝖦𝖺𝗅𝖺𝗑𝗒 𝖲𝟤𝟨 𝖴𝗅𝗍𝗋𝖺 𝗃𝗎𝗌𝗍 𝗈𝗎𝗍𝗌𝗂𝖽𝖾 𝗍𝗁𝖾 𝗅𝗂𝗌𝗍, 𝗋𝖾𝗀𝗂𝗌𝗍𝖾𝗋𝗂𝗇𝗀 𝗁𝗂𝗀𝗁𝖾𝗋 𝗂𝗇𝗂𝗍𝗂𝖺𝗅 𝗌𝖺𝗅𝖾𝗌 𝗍𝗁𝖺𝗇 𝗂𝗍𝗌 𝗉𝗋𝖾𝖽𝖾𝖼𝖾𝗌𝗌𝗈𝗋.

  • 𝖳𝗁𝖾 𝖼𝗈𝗇𝗍𝗋𝗂𝖻𝗎𝗍𝗂𝗈𝗇 𝗈𝖿 𝗍𝗈𝗉-𝗍𝖾𝗇 𝗋𝖾𝖺𝖼𝗁𝖾𝖽 𝗁𝗂𝗀𝗁𝖾𝗌𝗍 𝖿𝗈𝗋 𝖬𝖺𝗋𝖼𝗁 𝗊𝗎𝖺𝗋𝗍𝖾𝗋 𝖺𝗍 𝟤𝟧%. 𝖤𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗋𝖾𝗆𝖺𝗂𝗇 𝗁𝗂𝗀𝗁 𝖿𝗈𝗋 𝟤𝟢𝟤𝟨 𝗈𝗐𝗂𝗇𝗀 𝗉𝗎𝗌𝗁 𝗈𝗇 𝗅𝗂𝗆𝗂𝗍𝖾𝖽 𝗆𝗈𝖽𝖾𝗅𝗌 𝖺𝗆𝗂𝖽𝗌𝗍 𝖽𝖾𝖼𝗅𝗂𝗇𝗂𝗇𝗀 𝗆𝖺𝗋𝗄𝖾𝗍.

𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲:
https://t.co/RL4gkTjLdL

𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗛𝗮𝗻𝗱𝘀𝗲𝘁 𝗠𝗼𝗱𝗲𝗹 𝗦𝗮𝗹𝗲𝘀 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 𝗵𝗲𝗿𝗲:
https://t.co/QAoKfSg6NG

#iPhone17 #Apple #GalaxyASeries #Xiaomi #RedmiA5 #GalaxyS26Ultra

[Counterpoint Research @CounterPointTR]

𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲𝘀 𝗪𝗶𝘁𝗵 𝗦𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝘁𝗼 𝗥𝗲𝗮𝗰𝗵 𝟰𝟲% 𝗼𝗳 𝗚𝗹𝗼𝗯𝗮𝗹 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁𝘀 𝗯𝘆 𝟮𝟬𝟯𝟬

𝖲𝖺𝗍𝖾𝗅𝗅𝗂𝗍𝖾 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗏𝗂𝗍𝗒 𝗂𝗇 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌 𝗂𝗌 𝗆𝗈𝗏𝗂𝗇𝗀 𝖿𝗋𝗈𝗆 𝖾𝗑𝗉𝖾𝗋𝗂𝗆𝖾𝗇𝗍𝖺𝗍𝗂𝗈𝗇 𝗍𝗈 𝗌𝖼𝖺𝗅𝖾, 𝗐𝗂𝗍𝗁 𝗇𝖾𝖺𝗋𝗅𝗒 𝗁𝖺𝗅𝖿 𝗈𝖿 𝗀𝗅𝗈𝖻𝖺𝗅 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝖾𝗑𝗉𝖾𝖼𝗍���𝖽 𝗍𝗈 𝖻𝖾 𝖭𝖳𝖭-𝖼𝖺𝗉𝖺𝖻𝗅𝖾 𝖻𝗒 𝟤𝟢𝟥𝟢. 𝖤𝖺𝗋𝗅𝗒 𝗆𝗈𝗆𝖾𝗇𝗍𝗎𝗆 𝗂𝗌 𝖻𝖾𝗂𝗇𝗀 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗉𝗋𝗈𝗉𝗋𝗂𝖾𝗍𝖺𝗋𝗒 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆𝗌 𝗅𝖾𝖽 𝖻𝗒 @Apple, 𝖺𝗅𝗈𝗇𝗀𝗌𝗂𝖽𝖾 @Huawei 𝖺𝗇𝖽 @Google, 𝗐𝗁𝗂𝗅𝖾 𝖻𝗋𝗈𝖺𝖽𝖾𝗋 𝖺𝖽𝗈𝗉𝗍𝗂𝗈𝗇 𝗁𝗂𝗇𝗀𝖾𝗌 𝗈𝗇 𝗍𝗁𝖾 𝗆𝖺𝗍𝗎𝗋𝗂𝗍𝗒 𝗈𝖿 𝟥𝖦𝖯𝖯 𝖭𝖳𝖭 𝗌𝗍𝖺𝗇𝖽𝖺𝗋𝖽𝗌 𝖺𝗇𝖽 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆 𝗋𝖾𝖺𝖽𝗂𝗇𝖾𝗌𝗌. 𝖳𝗁𝖾 𝗇𝖾𝗑𝗍 𝗉𝗁𝖺𝗌𝖾 𝗈𝖿 𝗀𝗋𝗈𝗐����𝗁 𝗐𝗂𝗅𝗅 𝖽𝖾𝗉𝖾𝗇𝖽 𝗈𝗇 𝗌𝗍𝗋𝗈𝗇𝗀𝖾𝗋 𝗎𝗌𝖾 𝖼𝖺𝗌𝖾𝗌, 𝗍𝖾𝗅𝖼𝗈 𝗉𝖺𝗋𝗍𝗇𝖾𝗋𝗌𝗁𝗂𝗉𝗌, 𝖺𝗇𝖽 𝗉𝗅𝖺𝗍𝖿𝗈𝗋𝗆 𝗉𝗅𝖺𝗒𝖾𝗋𝗌 𝗅𝗂𝗄𝖾 @amazon 𝗍𝗎𝗋𝗇𝗂𝗇𝗀 𝗌𝖺𝗍𝖾𝗅𝗅𝗂𝗍𝖾 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗏𝗂𝗍𝗒 𝗂𝗇𝗍𝗈 𝗌𝖼𝖺𝗅𝖺𝖻𝗅𝖾, 𝖻𝗎𝗇𝖽𝗅𝖾𝖽 𝗌𝖾𝗋𝗏𝗂𝖼𝖾𝗌.

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:
  • 𝖯𝗋𝗈𝗉𝗋𝗂𝖾𝗍𝖺𝗋𝗒 𝗌𝗈𝗅𝗎𝗍𝗂𝗈𝗇𝗌 𝗐𝗂𝗅𝗅 𝖽𝗋𝗂𝗏𝖾 𝗍𝗁𝖾 𝗆𝖺𝗋𝗄𝖾𝗍 𝗂𝗇 𝗍𝗁𝖾 𝗇𝖾𝖺𝗋 𝗍𝖾𝗋𝗆 𝖺𝗌 𝟥𝖦𝖯𝖯 𝖭𝖳𝖭 𝖿𝖺𝖼𝖾𝗌 𝖼𝗁𝖺𝗅𝗅𝖾𝗇𝗀𝖾𝗌 𝖺𝗋𝗈𝗎𝗇𝖽 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆 𝗋𝖾𝖺𝖽𝗂𝗇𝖾𝗌𝗌.

  • 𝖳𝗁𝖾 𝗅𝖺𝖼𝗄 𝗈𝖿 𝗄𝗂𝗅𝗅𝖾𝗋 𝗎𝗌𝖾 𝖼𝖺𝗌𝖾𝗌 𝗂𝗌 𝗅𝗂𝗆𝗂𝗍𝗂𝗇𝗀 𝗍𝗁𝖾 𝗀𝗋𝗈𝗐𝗍𝗁 𝗈𝖿 𝗍𝗁𝖾 𝟥𝖦𝖯𝖯 𝖱𝖾𝗅𝖾𝖺𝗌𝖾 𝟣𝟩-𝖻𝖺𝗌𝖾𝖽 𝗌𝖺𝗍𝖾𝗅𝗅𝗂𝗍𝖾 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗆𝖺𝗋𝗄𝖾𝗍. 𝖱𝖾𝗅𝖾𝖺𝗌𝖾 𝟣𝟫 𝗐𝗂𝗅𝗅 𝗅𝗂𝗄𝖾𝗅𝗒 𝖾𝗇𝖺𝖻𝗅𝖾 𝖻𝗋𝗈𝖺𝖽𝖾𝗋 𝗆𝗂𝖽-𝗍𝗂𝖾𝗋 𝖺𝖽𝗈𝗉𝗍𝗂𝗈𝗇.

  • 𝖭𝗈𝗋𝗍𝗁 𝖠𝗆𝖾𝗋𝗂𝖼𝖺 𝗅𝖾𝖺𝖽𝗌 𝗂𝗇 𝗀𝗅𝗈𝖻𝖺𝗅 𝖺𝖽𝗈𝗉𝗍𝗂𝗈𝗇, 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝖾𝖺𝗋𝗅𝗒 𝗂𝗇𝗏𝖾𝗌𝗍𝗆𝖾𝗇𝗍 𝖿𝗋𝗈𝗆 𝗍𝖾𝗅𝖾𝖼𝗈𝗆 𝗈𝗉𝖾𝗋𝖺𝗍𝗈𝗋𝗌, 𝗌𝖺𝗍𝖾𝗅𝗅𝗂𝗍𝖾 𝗈𝗉𝖾𝗋𝖺𝗍𝗈𝗋𝗌 𝖺𝗇𝖽 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇���� 𝖮𝖤𝖬𝗌.

  • @Qualcomm 𝗅𝖾𝖺𝖽𝗌 𝖺𝗆𝗈𝗇𝗀 𝗌𝖺𝗍𝖾𝗅𝗅𝗂𝗍𝖾 @Android 𝖼𝗁𝗂𝗉𝗌𝖾𝗍 𝗏𝖾𝗇𝖽𝗈𝗋𝗌, 𝗐𝗁𝗂𝗅𝖾 @MediaTek, @Samsung, 𝖦𝗈𝗈𝗀𝗅𝖾 𝖺𝗇𝖽 𝖧𝗂𝖲𝗂𝗅𝗂𝖼𝗈𝗇 𝖺𝗋𝖾 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝗂𝗇𝗀 𝖼𝗈𝗆𝗉𝖾𝗍𝗂𝗍𝗂𝗈𝗇 𝖺𝗇𝖽 𝖺𝖼𝖼𝖾𝗅𝖾𝗋𝖺𝗍𝗂𝗇𝗀 𝗆𝖺𝗌𝗌 𝖺𝖽𝗈𝗉𝗍𝗂𝗈𝗇.

𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲:
https://t.co/AM2kwmoDsX

𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗦𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝗥𝗲𝗽𝗼𝗿𝘁 𝗵𝗲𝗿𝗲:
https://t.co/tljbbEiWhN

𝗔𝗹𝘀𝗼 𝗥𝗲𝗮𝗱: 𝗔𝗺𝗮𝘇𝗼𝗻 𝗟𝗲𝗼’𝘀 𝗚𝗹𝗼𝗯𝗮𝗹𝘀𝘁𝗮𝗿 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻: 𝗔𝗺𝗮𝘇𝗼𝗻 𝗛𝗲𝗮𝗱𝗶𝗻𝗴 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗦𝘁𝗮𝗿𝘀:
https://t.co/A3tq4JkCX3

#SatelliteSmartphone #NTN #Telecom #SatelliteConnectivity #Smartphones #5G #Apple #Amazon #3GPP @Honorglobal

[Counterpoint Research @CounterPointTR]

𝐀𝐓&𝐓'𝐬 𝐐𝟏 𝐂𝐨𝐧𝐯𝐞𝐫𝐠𝐞𝐧𝐜𝐞 𝐏𝐥𝐚𝐲 𝐃𝐫𝐢𝐯𝐞𝐬 𝐆𝐫𝐨𝐰𝐭𝐡 𝐚𝐬 𝐖𝐢𝐫𝐞𝐥𝐞𝐬𝐬 𝐀𝐑𝐏𝐔 𝐒𝐭𝐚𝐛𝐢𝐥𝐢𝐳𝐞𝐬

𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬
• The carrier is leaning into its convergence strategy, with the Lumen Technologies acquisition to provide more cross-selling opportunities.

• Total mobility revenue increased 3.5% YoY as mobility service revenues rose 1.7% and equipment revenues increased 9.4% YoY.

• Postpaid phone net adds decreased 9% YoY, but overall phone subscriber growth continues to grow at 2% YoY pace for the last three quarters.

• Prepaid remains a weak spot as prepaid phone subscribers decreased by 72,000 in Q1.

𝐑𝐞𝐚𝐝 𝐨𝐮𝐫 𝐟𝐮𝐥𝐥 𝐫𝐞𝐩𝐨𝐫𝐭 𝐛𝐞𝐥𝐨𝐰:
https://t.co/7TI8jqpLdY

#ATTEarnings #Postpaid #Prepaid #Broadband #Lumen #ATT @ATT

[Counterpoint Research @CounterPointTR]

𝖮𝗎𝗋 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖣𝗂𝗋𝖾𝖼𝗍𝗈𝗋 Tom Kang (@mobilekang) 𝗐𝖺𝗌 𝗈𝗇 @Bloomberg'𝗌: 𝖳𝗁𝖾 𝖠𝗌𝗂𝖺 𝖳𝗋𝖺𝖽𝖾 𝗁𝗈𝗌𝗍𝖾𝖽 𝖻𝗒 Haidi Stroud-Watts (@HaidiLun) 𝖺𝗇𝖽 Paul Allen (@PaulAllenLive) 𝗍𝗈 𝗌𝗁𝖺𝗋𝖾 𝗁𝗂𝗌 𝖺𝗇𝖺𝗅𝗒𝗌𝗂𝗌 𝗈𝖿 𝖲𝖪 𝖧𝗒𝗇𝗂𝗑'𝗌 𝗅𝖺𝗍𝖾𝗌𝗍 𝗊𝗎𝖺𝗋𝗍𝖾𝗋𝗅𝗒 𝖾𝖺𝗋𝗇𝗂𝗇𝗀𝗌 𝖺𝗇𝖽 𝗍𝗁𝖾 𝗇𝗎𝗆𝖻𝖾𝗋𝗌 𝖼𝖺𝗆𝖾 𝗂𝗇 𝗐𝖾𝗅𝗅 𝖺𝖻𝗈𝗏𝖾 𝖾𝗑𝗉𝖾𝖼𝗍𝖺𝗍𝗂𝗈𝗇𝗌. 𝖳𝗈𝗆 𝖻𝗋𝗈𝗄𝖾 𝖽𝗈𝗐𝗇 𝗁𝗈𝗐 𝗍𝗁𝖾 𝖠𝖨-𝖽𝗋𝗂𝗏𝖾𝗇 𝖽𝖾𝗆𝖺𝗇𝖽 𝗂𝗌 𝗋𝖾𝗌𝗁𝖺𝗉𝗂𝗇𝗀 𝗍𝗁𝖾 𝗆𝖾𝗆𝗈𝗋𝗒 𝖼𝗒𝖼𝗅𝖾 𝖺𝗇𝖽 𝖾𝗑𝗍𝖾𝗇𝖽𝗂𝗇𝗀 𝗍𝗁𝖾 𝖼𝗎𝗋𝗋𝖾𝗇𝗍 𝗌𝗎𝗉𝖾𝗋𝖼𝗒𝖼𝗅𝖾 𝖻𝖾𝗒𝗈𝗇𝖽 𝖾𝗑𝗉𝖾𝖼𝗍𝖺𝗍𝗂𝗈𝗇𝗌.

𝐊𝐞𝐲 𝐭𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬:
• @SKhynix 𝗉𝗈𝗌𝗍𝖾𝖽 𝗋𝖾𝖼𝗈𝗋𝖽 𝗉𝗋𝗈𝖿𝗂𝗍𝗌 𝗈𝖿 𝟥𝟩 𝗍𝗋𝗂𝗅𝗅𝗂𝗈𝗇 𝖪𝖱𝖶, 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗌𝗎𝗋𝗀𝗂𝗇𝗀 𝗅𝗈𝗇𝗀-𝗍𝖾𝗋𝗆 𝖼𝗈𝗇𝗍𝗋𝖺𝖼𝗍 𝗉𝗋𝗂𝖼𝖾𝗌 𝗌𝗂𝗇𝖼𝖾 𝖥𝖾𝖻𝗋𝗎𝖺𝗋𝗒 𝖿𝗋𝗈𝗆 @Apple, @Samsung, @Huawei 𝖺𝗇�� @Moto.

• 𝖳𝗁𝖾 𝖠𝖨 𝖻𝗈𝗈𝗆 𝗂𝗌 𝗉𝗋𝗈𝗏𝗂𝗇𝗀 𝖽𝗎𝗋𝖺𝖻𝗅𝖾, 𝖰𝟤 𝖼𝗈𝗇𝗍𝗋𝖺𝖼𝗍 𝗉𝗋𝗂𝖼𝖾𝗌 𝖺𝗋𝖾 𝗌𝗍𝗂𝗅𝗅 𝗋𝗂𝗌𝗂𝗇𝗀, 𝖺𝗇𝖽 𝖳𝗈𝗆 𝖾𝗑𝗉𝖾𝖼𝗍𝗌 𝖰𝟤 𝖺𝗇𝖽 𝖰𝟥 𝗉𝗋𝗈𝖿𝗂𝗍𝗌 𝗍𝗈 𝗌𝗎𝗋𝗉𝖺𝗌𝗌 𝖰𝟣.

• 𝖲𝖪 𝖧𝗒𝗇𝗂𝗑 𝗁𝖺𝗌 𝖼𝗈𝗆𝗆𝗂𝗍𝗍𝖾𝖽 𝗍𝗈 𝗆𝖺𝗃𝗈𝗋 𝖼𝖺𝗉𝖾𝗑 𝗂𝗇𝗏𝖾𝗌𝗍𝗆𝖾𝗇𝗍, 𝗌𝗉𝗎𝗋𝗋𝖾𝖽 𝖻𝗒 𝖠𝖨 𝖼𝗈𝗆𝗉𝖺𝗇𝗂𝖾𝗌 𝗅𝗂𝗄𝖾 @OpenAI 𝗌𝗁𝗈𝗐𝗂𝗇𝗀 𝗋𝖾𝖺𝗅 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝖺𝗇𝖽 𝗉𝗋𝖾𝗌𝗌𝗎𝗋𝖾 𝖿𝗋𝗈𝗆 𝖢𝗁𝗂𝗇𝖾𝗌𝖾 𝖼𝗈𝗆𝗉𝖾𝗍𝗂𝗍𝗈𝗋 𝖢𝖷𝖬𝖳.

• 𝖤𝗇𝖾𝗋𝗀𝗒 𝗉𝗋𝗂𝖼𝖾𝗌 𝗋𝖾𝗆𝖺𝗂𝗇 𝖺 𝗄𝖾𝗒 𝗋𝗂𝗌𝗄 𝗍𝗈 𝗐𝖺𝗍𝖼𝗁. I𝖿 𝗈𝗂𝗅 𝖼𝗋𝗈𝗌𝗌𝖾𝗌 above $𝟣𝟤𝟢/𝖻𝖺𝗋𝗋𝖾𝗅, 𝗂𝗍 𝖼𝗈𝗎𝗅𝖽 𝗌𝗍𝖺𝗋𝗍 𝗍𝗈 𝗌𝗅𝗈𝗐 𝖠𝖨 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝗌𝗉𝖾𝗇𝖽𝗂𝗇𝗀

𝖶𝖺𝗍𝖼𝗁 the 𝖿𝗎𝗅𝗅 𝗏𝗂𝖽𝖾𝗈 𝗂𝗇𝗍𝖾𝗋𝗏𝗂𝖾𝗐 𝗁𝖾𝗋𝖾:
https://t.co/G59fkvP3l3

𝖳𝗈 𝖺𝖼𝖼𝖾𝗌𝗌 𝖽𝖾𝗍𝖺𝗂𝗅𝖾𝖽 𝗂𝗇𝗌𝗂𝗀𝗁𝗍𝗌 on 𝗆𝖾𝗆𝗈𝗋𝗒 𝗉𝗋𝗂𝖼𝖾s, access our 𝗍𝗋𝖺𝖼𝗄𝖾𝗋 here: https://t.co/Fz6mKhgaiq

#𝖲𝖪𝖧𝗒𝗇𝗂𝗑 #𝖲𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋𝖨𝗇𝖽𝗎𝗌𝗍𝗋𝗒 #𝖠𝖨𝖨𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 #𝖬𝖾𝗆𝗈𝗋𝗒𝖬𝖺𝗋𝗄𝖾𝗍 #𝖧𝖡𝖬 #𝖠𝖨

[Neil Shah @neiltwitz]

Some thoughts on Apple's new CEO John Ternus appointment

As I posted last month (Apple at 50: https://t.co/UzqXRkUEYO) that the fundamentals of company creating "highly valuable" lifestyle products is super strong and also master at capturing "higher value" from them. This value creation fundamentals were sown by Steve Jobs and Tim Cook since he took reigns in 2011 transformed this into one of the most valuable companies with disciplined value capture as well.

𝗧𝗶𝗺 𝗖𝗼𝗼𝗸 𝗘𝗿𝗮: 𝗨𝗻𝗱𝗲𝗿 𝗧𝗶𝗺 - 𝗦𝘂𝗽𝗽𝗹𝘆 𝗖𝗵𝗮𝗶𝗻 𝗘𝘅𝗰𝗲𝗹𝗹𝗲𝗻𝗰𝗲 & 𝗨𝗻𝗽𝗿𝗲𝗰𝗲𝗱𝗲𝗻𝘁𝗲𝗱 𝗩𝗮𝗹𝘂𝗲 𝗖𝗿𝗲𝗮𝘁𝗶𝗼𝗻

▪️Apple has generated more than $4 Trillion in revenue and the market cap grew 1000% from $350 Billion to $4 Trillion.

▪️Apple has become one of the world's leading and possibly only semi, hardware, software and services company with best in class vertically integrated supply chain

▪️ Beyond the products, Cook leaves a legacy defined by excellence in supply chain management, manufacturing, and policy, alongside a rare, personal bond with Apple’s global user base.

▪️ John Ternus contributions from Apple Silicon and Vision Pro to the current iPhone and Mac lineups has set a strong full stack hardware ethos for Apple.

▪️ Definitely big shoes to fill but a solid platform to build upon and I believe John is nicely groomed for this day.

𝗔𝗽𝗽𝗹𝗲 𝟯.𝟬: 𝗖𝗮𝗻 𝗲𝗺𝘂𝗹𝗮𝘁𝗲 "𝗝𝗲𝗻𝘀𝗲𝗻 𝗲𝗿𝗮"?

◽️I believe Apple is officially entering its ‘3.0’ era as the industry transitions from the Jobs-Cook eras to one which is increasingly defined by the ‘Jensen era’ of technical leadership.

▫️All eyes on Ternus if he can translate this strong engineering focus into the same market-shaping value as his predecessors and peers (Satya and Sundar at Microsoft & Google respectively with a massive turnaround).

▫️This is especially critical as the focus has shifted to AI data models and agents where hardware design while fundamental but slides into the background.

𝗞𝗲𝘆 ����𝗼𝗰𝘂��� 𝗮𝗿𝗲𝗮𝘀: 𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗶𝗻𝗴 𝗔𝗜 𝗕𝗼𝗼𝗺 𝘁𝗼 𝗚𝗲𝗼𝗽𝗼𝗹𝗶𝘁𝗶𝗰𝘀

🎯First, the real test for Apple and John is building a robust AI stack and experiences which still preserves Apple's "privacy-led" ethos which becomes elusive in AI era

🎯Second, navigating headwinds such as geopolitics, pandemics, supply chain gluts will be a great test of leadership though Tim Cook as Exec Chairman will be the guiding light.

🎯Third, maintain mindshare for Apple and hardware engineering as the industry shifts towards the AI behemoths such as Anthropic , OpenAI , SpaceX , NVIDIA , and Alphabet Inc. of the worlds. As these companies are well-positioned and perceived to create more value than what likes of Apple, Amazon or Meta created in the cloud and smartphone era.

#Apple $AAPL #Leadership #Supplychain #AI

[Counterpoint Research @CounterPointTR]

𝗪𝗙𝗘 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 ���𝗽 𝟭𝟮% 𝗬𝗼𝗬 𝗶𝗻 𝟮𝟬𝟮𝟱 𝗗𝗿𝗶𝘃𝗲𝗻 𝗯𝘆 𝗜𝗻𝗰𝗿𝗲𝗮𝘀𝗲𝗱 𝗠𝗲𝗺𝗼𝗿𝘆, 𝗔𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗡𝗼𝗱𝗲 𝗙𝗼𝘂𝗻𝗱𝗿𝘆 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀

𝖳𝗁𝖾 𝖶𝖺𝖿𝖾𝗋 𝖥𝖺𝖻 𝖤𝗊𝗎𝗂𝗉𝗆𝖾𝗇𝗍 (𝖶𝖥𝖤) 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒 𝗁𝗂𝗍 $𝟣𝟦𝟥𝖡 𝗂𝗇 𝟤𝟢𝟤𝟧, 𝗎𝗉 𝟣𝟤% 𝖸𝗈𝖸, 𝖿𝗎𝖾𝗅𝖾𝖽 𝖻𝗒 𝖠𝖨 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝖻𝗎𝗂𝗅𝖽-𝗈𝗎𝗍𝗌 𝖽𝗋𝗂𝗏𝗂𝗇𝗀 𝖽𝖾𝗆𝖺𝗇𝖽 𝖿𝗈𝗋 𝗅𝖾𝖺𝖽𝗂𝗇𝗀-𝖾𝖽𝗀𝖾 𝗅𝗈𝗀𝗂𝖼, 𝖧𝖡𝖬, 𝖺𝗇𝖽 𝖺𝖽𝗏𝖺𝗇𝖼𝖾𝖽 𝗉𝖺𝖼𝗄𝖺𝗀𝗂𝗇𝗀. 𝖳𝗁𝖾 𝗍𝗈𝗉 𝟧 𝖶𝖥𝖤 𝗆𝖺𝗄𝖾𝗋𝗌 𝖺𝗅𝗈𝗇𝖾 𝗀𝗋𝖾𝗐 𝟣𝟦% 𝖸𝗈𝖸 𝗍𝗈 $𝟣𝟣𝟦𝖡. 𝖫𝗈𝗈𝗄𝗂𝗇𝗀 𝖺𝗁𝖾𝖺𝖽, 𝟤𝟢𝟤𝟨 𝗂𝗌 𝗌𝖾𝗍 𝖿𝗈𝗋 𝖺𝗇𝗈𝗍𝗁𝖾𝗋 𝟣𝟣% 𝗀𝗋𝗈𝗐𝗍𝗁 𝖼𝗒𝖼𝗅𝖾 — 𝗐𝗂𝗍𝗁 𝗅𝗂𝗍𝗁𝗈𝗀𝗋𝖺𝗉𝗁𝗒, 𝖾𝗍𝖼𝗁, 𝖽𝖾𝗉𝗈𝗌𝗂𝗍𝗂𝗈𝗇, 𝖺𝗇𝖽 𝖺𝖽𝗏𝖺𝗇𝖼𝖾𝖽 𝗉𝖺𝖼𝗄𝖺𝗀𝗂𝗇𝗀 𝗅𝖾𝖺𝖽𝗂𝗇𝗀 𝗍𝗁𝖾 𝖼𝗁𝖺𝗋𝗀𝖾. 𝖳𝗁𝖾 𝗌𝗍𝗋��𝖼𝗍𝗎𝗋𝖺𝗅 𝗌𝗎𝗉𝖾𝗋 𝖼𝗒𝖼𝗅𝖾 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾𝗌.

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:
• 𝖳𝗁𝖾 𝗍𝗈𝗉 𝖿𝗂𝗏𝖾 𝖶𝖥𝖤 𝗆𝖺𝗇𝗎𝖿𝖺𝖼𝗍𝗎𝗋𝖾𝗋𝗌’ 𝗋𝖾𝗏𝖾𝗇𝗎𝖾𝗌 𝗀𝗋𝖾𝗐 𝟣𝟦% 𝖸𝗈𝖸 𝗂𝗇 𝟤𝟢𝟤𝟧, 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗌𝗍𝗋𝗈𝗇𝗀 𝗀𝗋𝗈𝗐𝗍𝗁 𝗂𝗇 𝖻𝗈𝗍𝗁 𝗌𝗒𝗌𝗍𝖾𝗆𝗌 𝖺𝗇𝖽 𝗌𝖾𝗋𝗏𝗂𝖼𝖾 𝗋𝖾𝗏𝖾𝗇𝗎𝖾.

• 𝖳𝗁𝖾 𝗍𝗈𝗉 𝖿𝗂𝗏𝖾 𝗆𝖺𝗇𝗎𝖿𝖺𝖼𝗍𝗎𝗋𝖾𝗋𝗌 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝖿𝗋𝗈𝗆 𝖿𝗈𝗎𝗇𝖽𝗋𝗒 𝗂𝗇 𝟤𝟢𝟤𝟧 𝗀𝗋𝖾𝗐 𝟣𝟥%, 𝗐𝗁𝗂𝗅𝖾 𝗆𝖾𝗆𝗈𝗋𝗒 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝖾𝖽 𝟣𝟨% 𝖺𝗌 𝖼𝗈𝗆𝗉𝖺𝗋𝖾𝖽 𝗍𝗈 𝟤𝟢𝟤𝟦.

• 𝖳𝗁𝖾 𝖶𝖥𝖤 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒 𝗈𝗎𝗍𝗅𝗈𝗈𝗄 𝗋𝖾𝗆𝖺𝗂𝗇𝗌 𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖺𝗅𝗅𝗒 𝗌𝗍𝗋𝗈𝗇𝗀 𝖽𝗎𝖾 𝗍𝗈 𝗍𝗁𝖾 𝖠𝖨 𝖺𝗇𝖽 𝖺𝖽𝗏𝖺𝗇𝖼𝖾𝖽 𝗇𝗈𝖽𝖾𝗌 𝗍𝗋𝖺𝗇𝗌𝗂𝗍𝗂𝗈𝗇. 𝟤𝟢𝟤𝟨 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗍𝗈 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝖾 𝟣𝟣% 𝖸𝗈𝖸, 𝖻𝗎𝗍 𝖢𝗁𝗂𝗇𝖺 𝗋𝖾𝗌𝗍𝗋𝗂𝖼𝗍𝗂𝗈𝗇𝗌 𝖺𝗇𝖽 𝖼𝗈𝗆𝗉𝗅𝖾𝗑 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗒 𝗍𝗋𝖺𝗇𝗌𝗂𝗍𝗂𝗈𝗇𝗌 𝗋𝖾𝗆𝖺𝗂𝗇 𝗍𝗁𝖾 𝖻𝗂𝗀𝗀𝖾𝗌𝗍 𝗋𝗂𝗌𝗄𝗌.

• 𝖮𝗏𝖾𝗋𝗅𝖺𝗉𝗉𝗂𝗇𝗀 𝗂𝗇𝖿𝗅𝖾𝖼𝗍𝗂𝗈𝗇𝗌 𝖺𝖼𝗋𝗈𝗌𝗌 𝗅𝗈𝗀𝗂𝖼, 𝗆𝖾𝗆𝗈𝗋𝗒 𝖺𝗇𝖽 𝗉𝖺𝖼𝗄𝖺𝗀𝗂𝗇𝗀 𝗉𝗈𝗂𝗇𝗍 𝗍𝗈 𝖺 𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖺𝗅𝗅𝗒 𝗁𝗂𝗀𝗁𝖾𝗋 𝖶𝖥𝖤 𝗂𝗇𝗍𝖾𝗇𝗌𝗂𝗍𝗒 𝖼𝗒𝖼𝗅𝖾 𝗍𝗁𝗋𝗈𝗎𝗀𝗁 𝗍𝗁𝖾 𝗌𝖾𝖼𝗈𝗇𝖽 𝗁𝖺𝗅𝖿 𝗈𝖿 𝗍𝗁𝖾 𝖽𝖾𝖼𝖺𝖽𝖾 𝖿𝗈𝗋 𝗍𝗁𝖾 𝗌𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒.

𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗵𝗲𝗿𝗲:
https://t.co/vNnJaNFYTP

𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗪𝗮𝗳𝗲𝗿 𝗙𝗮𝗯 𝗘𝗾𝘂𝗶𝗽𝗺𝗲𝗻𝘁 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 𝗵𝗲����𝗲:
https://t.co/AaYcqbK8Wk

𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗙𝗼𝘂𝗻𝗱𝗿𝘆 𝗠𝗮𝗿𝗸𝗲𝘁 𝗦𝘂𝗽𝗽𝗹𝘆 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 𝗵𝗲𝗿𝗲:
https://t.co/7eCTZSfXkJ

#Semiconductors #WaferFabEquipment #WFE #AIInfrastructure #AdvancedPackaging #HBM #SemiconductorIndustry @LamResearch @ASMLcompany @Applied4Tech @TokyoElectron_J

[Counterpoint Research @CounterPointTR]

𝗠𝗲𝗺𝗼𝗿𝘆 𝗶𝘀 𝗻𝗼 𝗹𝗼𝗻𝗴𝗲𝗿 𝗷𝘂𝘀𝘁 𝗮 𝗰𝗼𝗺𝗽𝗼𝗻𝗲𝗻𝘁 — 𝗶𝘁'𝘀 𝗮𝘁 𝘁𝗵𝗲 𝗵𝗲𝗮𝗿𝘁 𝗼𝗳 𝘁𝗵𝗲 𝗔𝗜 𝗿𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻

@MicronTech 𝗂𝗌 𝗋𝖾𝖽𝖾𝖿𝗂𝗇𝗂𝗇𝗀 𝖠𝖨 𝖽𝖺𝗍𝖺 𝖼𝖾𝗇𝗍𝖾𝗋 𝗉𝖾𝗋𝖿𝗈𝗋𝗆𝖺𝗇𝖼𝖾 𝖺𝗇𝖽 𝖾𝖿𝖿𝗂𝖼𝗂𝖾𝗇𝖼𝗒 𝗐𝗂𝗍𝗁 𝖧𝖡𝖬𝟦, 𝖫𝖯𝖣𝖱𝖠𝖬 𝖲𝖮𝖢𝖠𝖬𝖬𝟤 𝗌𝗈𝗅𝗎𝗍𝗂𝗈𝗇𝗌. 𝖨𝗇 𝗍𝗁𝖾 𝗅𝖺𝗍𝖾𝗌𝗍 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖢𝗈𝗇𝗏𝖾𝗋𝗌𝖺𝗍𝗂𝗈𝗇𝗌, 𝗈𝗎𝗋 𝖵𝖯 ���𝖿 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 Neil Shah (@neiltwitz) 𝗂𝗌 𝗃𝗈𝗂𝗇𝖾𝖽 𝖻𝗒 Vijay Nain, 𝖲𝖾𝗇𝗂𝗈𝗋 𝖣𝗂𝗋𝖾𝖼𝗍𝗈𝗋 𝖿𝗈𝗋 𝖤𝗆𝖾𝗋𝗀𝗂𝗇𝗀 𝖳𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗂𝖾𝗌 𝖺𝗇𝖽 𝖤𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆 𝖣𝖾𝗏𝖾𝗅𝗈𝗉𝗆𝖾𝗇𝗍 𝖺𝗍 𝖬𝗂𝖼𝗋𝗈𝗇, 𝗍𝗈 ���𝗇𝗉𝖺𝖼𝗄 𝗁𝗈𝗐 𝗆𝖾𝗆𝗈𝗋𝗒 𝖺𝗇𝖽 𝗌𝗍𝗈𝗋𝖺𝗀𝖾 𝖺𝗋𝖾 𝖾𝗏𝗈𝗅𝗏𝗂𝗇𝗀 𝗍𝗈 𝗆𝖾𝖾𝗍 𝗍𝗁𝖾 𝖽𝖾𝗆𝖺𝗇𝖽𝗌 𝗈𝖿 𝗆𝗈𝖽𝖾𝗋𝗇 𝖠𝖨 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾. 𝖵𝗂𝗃𝖺𝗒 𝖺𝗅𝗌𝗈 𝖾𝗑𝗉𝗅𝖺𝗂𝗇𝗌 𝗍𝗁𝖾 𝗋𝗂𝗌𝗂𝗇𝗀 𝗆𝖾𝗆𝗈𝗋𝗒 𝖽𝖾𝗆𝖺𝗇𝖽 𝖿𝗋𝗈𝗆 𝗅𝖺𝗋𝗀𝖾 𝖠𝖨 𝗆𝗈𝖽𝖾𝗅𝗌 𝖺𝗇𝖽 𝗁𝗈𝗐 𝖾𝗇𝖾𝗋𝗀𝗒 𝖾𝖿𝖿𝗂𝖼𝗂𝖾𝗇𝖼𝗒 𝗂𝗌 𝖾𝗆𝖾𝗋𝗀𝗂𝗇𝗀 𝖺𝗌 𝖺 𝖼𝗋𝗂𝗍𝗂𝖼𝖺𝗅 𝖻𝗈𝗍𝗍𝗅𝖾𝗇𝖾𝖼𝗄.

𝗧𝗵𝗲 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻 𝗰𝗼𝘃𝗲𝗿𝘀:
• 𝖧𝗈𝗐 𝗆𝖾𝗆𝗈𝗋𝗒 𝗂𝗌 𝖻𝖾𝖼𝗈𝗆𝗂𝗇𝗀 𝖺 𝖼𝗋𝗂𝗍𝗂𝖼𝖺𝗅 𝖠𝖨-𝖾𝗇𝖺𝖻𝗅𝖾𝗋.

• 𝖳𝗁𝖾 𝖿𝗎𝗅𝗅 𝗆𝖾𝗆𝗈𝗋𝗒 𝗁𝗂𝖾𝗋𝖺𝗋𝖼𝗁𝗒, 𝖺𝗇𝖽 𝗐𝗁𝖾𝗋𝖾 𝖾𝖺𝖼𝗁 𝗌𝗈𝗅𝗎𝗍𝗂𝗈𝗇 𝖿𝗂𝗍𝗌.

• 𝖤𝗇𝖾𝗋𝗀𝗒 𝖾𝖿𝖿𝗂𝖼𝗂𝖾𝗇𝖼𝗒 𝗂𝗌 𝗍𝗁𝖾 𝖽𝖾𝖿𝗂𝗇𝗂𝗇𝗀 𝗆𝖾𝗍𝗋𝗂𝖼 𝗈𝖿 𝗍𝗁𝗂𝗌 𝖾𝗋𝖺.

𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝘃𝗶𝗱𝗲𝗼 𝗵𝗲𝗿𝗲:
https://t.co/68H71dica4

𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗮𝗻𝗮𝗹𝘆𝘀𝘁 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗵𝗲𝗿𝗲:
https://t.co/dhlOaYrlG1

#AI #Memory #Micron #HBM #Semiconductors #DataCenter

[Counterpoint Research @CounterPointTR]

𝗔𝗺𝗮𝘇𝗼𝗻 𝗟𝗲𝗼’𝘀 𝗚𝗹𝗼𝗯𝗮𝗹𝘀𝘁𝗮𝗿 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻: 𝗔𝗺𝗮𝘇𝗼𝗻 𝗛𝗲𝗮𝗱𝗶𝗻𝗴 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗦𝘁𝗮𝗿𝘀

@amazon'𝗌 𝖺𝖼𝗊𝗎𝗂𝗌𝗂𝗍𝗂𝗈𝗇 𝗈𝖿 @Globalstar 𝖿𝗈𝗋 $𝟣𝟣.𝟧𝟩𝖡 𝗂𝗌 𝗇𝗈𝗍 𝗃𝗎𝗌𝗍 𝖺 𝗌𝖺𝗍𝖾𝗅𝗅𝗂𝗍𝖾 𝖽𝖾���𝗅 — 𝗂𝗍'𝗌 𝖺 𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖺𝗅 𝗂𝗇𝖿𝗅𝖾𝖼𝗍𝗂𝗈𝗇 𝗉𝗈𝗂𝗇𝗍. 𝖨𝗍 𝗁𝖺𝗇𝖽𝗌 𝖠𝗆𝖺𝗓𝗈𝗇 𝗅𝗂𝖼𝖾𝗇𝗌𝖾𝖽 𝗌𝗉𝖾𝖼𝗍𝗋𝗎𝗆, @Apple'𝗌 𝖽𝖾𝗏𝗂𝖼𝖾 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆, 𝟪𝟢𝟢𝖪 𝖨𝗈𝖳 𝗌𝗎𝖻𝗌𝖼𝗋𝗂𝖻𝖾𝗋𝗌, 𝖺𝗇𝖽 𝖺 𝖽𝗂𝗋𝖾𝖼𝗍-𝗍𝗈-𝖽𝖾𝗏𝗂𝖼𝖾 𝗉𝗅𝖺𝗒 𝗂𝗍 𝖽𝗂𝖽𝗇'𝗍 𝗁𝖺𝗏𝖾 𝖻𝖾𝖿𝗈𝗋𝖾.

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:
  • 𝖳𝗁𝖾 𝖺𝖼𝗊𝗎𝗂𝗌𝗂𝗍𝗂𝗈𝗇 𝗈𝖿 𝖦𝗅𝗈𝖻𝖺𝗅𝗌𝗍𝖺𝗋 𝖻𝗒 @Amazonleo 𝖿𝗈𝗋 $𝟣𝟣.𝟧𝟩 𝖻𝗂𝗅𝗅𝗂𝗈𝗇 𝗂𝗌 𝗀𝖾𝗇𝖾𝗋𝖺𝗍𝗂𝗇𝗀 𝗌𝗂𝗀𝗇𝗂𝖿𝗂𝖼𝖺𝗇𝗍 𝖺𝗍𝗍𝖾𝗇𝗍𝗂𝗈𝗇 𝖺𝖼𝗋𝗈𝗌𝗌 𝗍𝗁𝖾 𝗌𝖺𝗍𝖾𝗅𝗅𝗂𝗍𝖾 𝖺𝗇𝖽 𝗍𝖾𝗅𝖾𝖼𝗈𝗆 𝗌𝖾𝖼𝗍𝗈𝗋.

  • 𝖳𝗁𝖾 𝖽𝖾𝖺𝗅 𝖺𝖼𝖼𝖾𝗅𝖾𝗋𝖺𝗍𝖾𝗌 𝖠𝗆𝖺𝗓𝗈𝗇’𝗌 𝖫𝖤𝖮 𝖺𝗆𝖻𝗂𝗍𝗂𝗈𝗇𝗌 𝖻𝗒 𝖻𝗋𝗂𝗇𝗀𝗂𝗇𝗀 𝗂𝗇 𝖦𝗅𝗈𝖻𝖺𝗅𝗌𝗍𝖺𝗋'𝗌 𝗅𝗂𝖼𝖾𝗇𝗌𝖾𝖽 𝗌𝗉𝖾𝖼𝗍𝗋𝗎𝗆, 𝗈𝗉𝖾𝗋𝖺𝗍𝗂𝗈𝗇𝖺𝗅 ��𝖺𝗍𝖾𝗅𝗅𝗂𝗍𝖾 𝖿𝗅𝖾𝖾𝗍 𝖺𝗇𝖽, 𝖼𝗋𝗂𝗍𝗂𝖼𝖺𝗅𝗅𝗒, 𝗂𝗍𝗌 𝖾𝗑𝗂𝗌𝗍𝗂𝗇𝗀 𝖠𝗉𝗉𝗅𝖾 𝗋𝖾𝗅𝖺𝗍𝗂𝗈𝗇𝗌𝗁𝗂𝗉.

  • 𝖳𝗁𝖾 𝖣𝟤𝖣 𝗋𝖺𝖼𝖾 𝗂𝗌 𝗇𝗈𝗐 𝖺 𝗍𝗐𝗈-𝗁𝗈𝗋𝗌𝖾 𝖼𝗈𝗇𝗍𝖾𝗌𝗍 𝖻𝖾𝗍𝗐𝖾𝖾𝗇 𝖠𝗆𝖺𝗓𝗈𝗇 𝖺𝗇𝖽 @SpaceX, 𝗐𝗂𝗍𝗁 𝗆𝖾𝖺𝗇𝗂𝗇𝗀𝖿𝗎𝗅 𝗂𝗆𝗉𝗅𝗂𝖼𝖺𝗍𝗂𝗈𝗇𝗌 𝖿𝗈𝗋 𝖮𝖤𝖬𝗌, 𝖼𝖺𝗋𝗋𝗂𝖾𝗋𝗌 𝖺𝗇𝖽 𝖾𝗇𝗍𝖾𝗋𝗉𝗋𝗂𝗌𝖾 𝖻𝗎𝗒𝖾𝗋𝗌 𝖺𝗅𝗂𝗄𝖾.

𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲:
https://t.co/A3tq4JkCX3

#Satellite #NTN #Amazon #SpaceX #Apple #D2D #Globalstar #IoT #AmazonLeo $AMZN