CEO of Creative Strategies, a technology market research and consulting firm, with over 20 years attending Apple events and analyzing consumer technology markets including foldables and smartphones.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Nvidia's CUDA ecosystem and massive installed GPU base create architectural lock-in for developers, while hyperscalers are building 150+ GW of AI data center capacity ex-China by 2030 and spending only ~30% of cloud revenue on capex, leaving massive room for continued GPU procurement across platform shifts from Hopper to Blackwell to Rubin to Feynman.
Apple's foldable iPhone Duo will double the global foldable market size but remain a small percentage of iPhone sales, with first-year production estimated at 15-20M units and supply constraints likely, while the $2,000+ price point limits mass adoption despite payment plans, though China represents a key growth market for the form factor.