Gene Munster: Apple’s outsized demand wrestles with undersized supply

“Unlike many companies, it’s a function of time before Apple wins the sale,” Gene Munster and David Stokman write for Loup Ventures. “In other words, today’s supply pains will eventually equate to 2022 sales gains. We believe investors will leave the September quarter results with a belief that the step up in demand is sustainable, driven by the accelerating digital transformation for the foreseeable future.”Gene Munster and David Stokman for Loup Ventures:It&