About this episode

The episode discusses Apple's 2Q'26 earnings and the potential impact of the new Siri on future sales.

The reason why shares of $AAPL are not up more is investors wonder if the new Siri can power an encore to iPhone super cycle that wraps up this quarter. I believe the answer is yes. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com

Topics covered

• Apple earnings
• Siri
• iPhone super cycle
• investor sentiment
• technology trends

Keywords

• Apple
• earnings
• Siri
• iPhone
• investors
• technology
• super cycle

Mentioned in this episode

Organizations: Apple

Products: Siri, iPhone

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