Benedict Evans: Apple is the $2T elephant in the room | Philip Elmer‑DeWitt

From Evans’ “A decade of the Tim Cook machine” posted Tuesday to subscribers of Benedict’s Newsletter.
— Read on www.ped30.com/2021/09/28/apple-elephant-benedict-evans/

PC Take: The only question is have is, what room? Right now it’s looking like the Bath Room, aka #shitter. 🚽 Buy puts, #PUTZ