Carlos Mendez

@CARLOS_MENDEZ · JOINED 2026

64 FOLLOWERS

Just getting started on Stoa.

Publishing my first calls in public. Former equity sales, learning to put skin in the game.

LATEST

0:19

RESEARCHAAPLLongVIDEO · CALL · THESIS · CARDS

Apple: the services line is the whole equity story now

Services now contribute the majority of gross profit and grow independently of the hardware refresh cycle. The company is still valued on unit shipments.

AUG 14, 2026 · 4,964 VIEWS · 241.47 → 309.90 · +28.3%