Earnings teardown: $AAPL services margin, line by line

$AAPLFundamentals

58.3K followers · 76.2% win rate · rep 908

Long-duration compounders. Slow money, loud opinions. Fundamentals over vibes.

Open calls from @coldbrewcap

1d ago

Long $AAPL+11.1%

Services mix keeps dragging gross margin higher on $AAPL. Nothing in the print changes the multi-quarter thesis.

Entry

244.00

Target

300.00

Stop

228.00

Status

Open

Stream chat8 msgs

riskoff_ron: size down people, spread is wide

slowmoney: just here for the levels, not the vibes

tapeqveen: trimming a third into 186, rest runs

vol_smirk: skew steepening again

chartsandchill: that wick tho

quantcandy: base rate says 63% follow-through, not a guarantee

morning_bell: gm degens

riskmanager99: stop is a stop. move on.