It's a surprise upgrade cycle. I mean, that's the reality, right. No one expected it was going to be this strong.So, that that's going to be clear, you know, good in terms of obviously going to holiday season in terms of guidance. China now actually goes to a tail end for Apple from a headwind. Now, you set up for what I believe is going to be the Apple Gemini partnership on AI. That's how you're going to get to what I think in a year from now is, you know, 325, $350. ...

Core Insights - KeyBanc's Consumer iPhone survey indicates strong demand for Apple's iPhone 17 models, but suggests that upgrade intentions among users are not overly optimistic moving forward [2] Group 1: Survey Findings - The survey involved 2,052 current iPhone users, providing a substantial sample size for analysis [2] - Despite healthy demand for the iPhone 17, the survey reflects a cautious outlook on future upgrades among consumers [2]