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Mar 11, 2026: Apple vs. Inflation: MacBook Neo, New iPhone 17E, & MacBook Air M5 — What It Means for Investors
Apple (NASDAQ:AAPL) just dropped a bombshell product lineup — including the all-new MacBook Neo at just $600, the iPhone 17E, and the MacBook Air M5 — and they're doing it while raising gross margins.
How is that possible in an inflationary, tariff-heavy environment?
In this episode, Simon Erickson breaks down Apple's bold pricing strategy, its asset-light business model, and why this could be a major long-term win for investors.
We dig into Apple's record-breaking Q1 results: $143.8B in revenue (up 16% YoY), an all-time high gross margin of 48.2%, and $54B in operating cash flow — including…
The skinny
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