Hey, it's Kramer, and this is my morning take on the market from today's

CBC Investing Club morning meeting.

Let's go and do Apple.

Now, I think that the essence of what I'm talking about here was that they are going to be able to put together a complete supply chain with semis,

and obviously with glass, which is going to take the pressure off them

with China.

And the president, also, by the way, what I didn't get to explain that much is Tim Cook

does speak the president quite often. And this is because the president is certain that

they can make an iPhone in

this country. And what he's saying is, listen, one at a time. One at a time. The semis was monumental

to try to get this to happen. The glass, you know, yes, do they want to bring the camera back?

They want to bring everything back. But in the interim, it's become a love stock in Washington

at the White House.

And what you're seeing.

Oh, really? Yes. Yes. And you're seeing the 17 air, I think, is a dramatic break.

Not unlike, I don't know if you remember the Mac air, went from the Mac, which was something

that really brought in a lot of sales. So let's not forget that this thing is a juggernaut

now and you're going to hear ultimately many more positives about the 17th. Yeah, we are seeing some

analysts right that the product lead times are better versus last year. The iPhone 70, this is

Morgan Stanley says that and they said supply is better, early supply better too.

So that's just a strong signal of demand.

JPMorgan said their midweek check shows lead time expansion for all models.

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