TipRanks

don't even have a story Well, their story is exponential growth.

And to your point, the series you're talking about, I think is from TipRanks or something.

It was the, again, this annualized run rate thing.

And apparently Anthropic's annualized run rate has flattened out.

Sounds like the ghost of Tony Sacanagi, doesn't it? Back to haunt Apple expectations.

I ran a search to see whether I could find those things and found a TipRanks piece that carried the headline, Bernstein stays bullish on Apple stock but flags gross margin concerns.

Giving MarketWatch its due.

The TipRanks report focuses heavily on Apple's gross margin, so that really probably was the thrust of Newman's note.

But the MarketWatch piece only has Newman saying one positive thing about Apple, that its premium brand enables it to command industry-leading gross margins.

Based on the MarketWatch piece, you'd think Newman thought that those were falling apart.

TipRanks, on the other hand, leads with Newman staying bullish, says that he's staying bullish because of Apple's strong prospects and consumer AI.

Then he reiterated his buy rating on Apple shares and that he has a price target on the shares of $370.00.