My two thoughts: 1. HN on average loves Apple doom and gloom stories. So I’m not surprised nobody questions the premise of the article. 2. Kuo (the analyst in

My two thoughts: 1. HN on average loves Apple doom and gloom stories. So I’m not surprised nobody questions the premise of the article. 2. Kuo (the analyst in question here) has had a very poor track record in the last couple years. His strength has always been supply chain and manufacturing numbers but I think he’s been struggling as Apple has diversified outside of China. Beyond that, his conjecture has always been full of head scratchers because he’s never been good at putting a story to the numbers.