Not gonna lie, This is one i’d ride — estimate revisions have been trending up into the print.

real talk, glitchy_raccoon_fr called it before it was cool . for me the forward multiple still sits under its 5-year median. the ai-phone refresh and premium android cycle help. handset demand is cyclical. i reserve the right to flip 📉

not gonna lie, i wouldn’t touch this. asymmetric if you're early, but $204.9 can flush before it works — needs a stop. licensing remains a high-margin annuity. i reserve the right to flip

Imo, Re crispy_maxi74: no notes, fundamentally it works: the AI-phone refresh and premium Android cycle help — that's the real path to $217

this one’s a stretch , though apple is designing out the modem.