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Carla Lee
wrote a post01/04/2022 16:05
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$Apple(AAPL.US)$ can still work on lots of monetization fields, their ...

$Apple(AAPL.US)$ can still work on lots of monetization fields, their optionality is absolutely insane and I see margins improving as they push forward their services. My long long-term thesis assumes that $Apple(AAPL.US)$ will basically use their devices as a primary gateway to their services field and profit off users mainly via software, moving their margins significantly higher towards 50-60% on a gross margin basis. AR/VR should be also an exciting addition next year with a possibility of creating a revenue stream of its own, like we've seen with Airpods and Watch. I'd also expect Apple's Arcade to emerge as a go-to platform for their AR/VR headset.

Thus, I went long $Apple(AAPL.US)$
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