Homebuilders Just Repriced. Here’s What Changed.
Rate expectations are shifting, and the housing supply gap is forcing a revaluation of the sector’s most underloved names.
June 1, 2026
Apple’s Services Engine Is Now the Company’s Real Business – The Hardware Story Is Just the Wrapper
With services revenue crossing $26 billion per quarter and gross margins north of 74%, the market is finally being forced to reprice what Apple actually is.