Apple's growth trajectory hasn't changed enough to chase it here, says Rosenblatt's Crockett

Joining us now is Barton Crockett from Rosenblat Securities. Barton, welcome. So, uh, from the September event, that dropping event when it was trading at 226, now it's at 262.So, kind of nice switch there. You're still neutral on it, but is Apple addressing enough of what the consumer wants that maybe this AI delay doesn't matter as much as the naysayers thought. You know, it's hard for me to get to a place where I'm going to argue that uh Apple is going to be growing earnings per share sustainably in the ...