Feb 20, 2019
Kuo Ming-Chi, financial analyst and supply chain exfiltrator extraordinaire — that is to say, the one person who’s somehow been most able to pry information out of all the companies assembling all the components and products for Apple — got a ton of attention again this week when he sent his clients a note covering what he expects to see in 2019. And, of course, that quickly echoed across the internet in ways both predictable and, in many cases, confounding.
So, what did he cover and what does it mean?
Spoiler alert. We’re going in.