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terry

T3 · host / generalist

Leads research and coverage of the smartphone handset market; forecasted Apple iPhone price hikes prior to announcement.

1 call·1 name·0% bull·last heard 3 months ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$AAPLApple

Apple to raise iPhone prices $100-200 as memory costs surge, targeting Pro Max buyers on installment plans

Apple will pass memory cost increases to iPhone Pro Max models ($100-200 hike), but monthly installment impact is only ~$5/month — unlikely to deter upgrade cycle driven by Apple Intelligence features on newer devices.

Bloomberg Tech2026-06episode →

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  • $AAPL
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$AAPL
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Apple
HIGHterry·Bloomberg Tech·3 months ago·OpenAI Weighs IPO in 2027 | Bloomberg Tech 6/26/2026
Apple to raise iPhone prices $100-200 as memory costs surge, targeting Pro Max buyers on installment plans
Apple will pass memory cost increases to iPhone Pro Max models ($100-200 hike), but monthly installment impact is only ~$5/month — unlikely to deter upgrade cycle driven by Apple Intelligence features on newer devices.
"THE IPHONE WILL NOT BE SPARED. THIS IS JUST A DELAY. THE IPHONE IS THE LARGEST REVENUE DRIVER FOR APPLE. THEY HAVE TO MAINTAIN THEIR PROFIT MARGINS. ... A $200 INCREASE REALLY AMO…"
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