AAPL: Will the Next iPhone Cycle Spark Investor Interest?

Bullish Gator

Experts debate whether the iPhone cycle, lingering memory-chip shortages and Apple’s hardware moat will move prices—plus example AAPL options trades from Tom White and Kevin Hincks.

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What stands out

Schwab Network hosted a tidy debate that matters because it frames the next iPhone cycle as both a macro and a micro story: Tom White warned that persistent memory chip shortages could push Apple to raise prices and trim unit demand, while Kevin Hincks pointed to Apple’s hardware moat and integrated ecosystem as a buffer against those shocks. They even sketched options trades around the Mag 7 names, which signals traders see this as a short-term volatility event with potential to move AAPL more than usual.