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Iris Nakamura
@IRIS_NAKAMURA · JOINED 2026
1.4K FOLLOWERS
Hardware and the consumer device cycle.
Bill of materials, replacement cycles and channel inventory.
LATEST
0:17
NOTEAI BUILDOUTVIDEO · CARDS
Arm: the software stack is the gap nobody prices
The toolchain is the moat and it is not this company's moat. Silicon parity without software parity converts at a fraction of the rate.
AUG 19, 2026 · 7,430 VIEWS
Everything
0:17
NOTEAI BUILDOUTVIDEO · CARDS
Arm: the software stack is the gap nobody prices
AUG 19, 2026 · 7,430 VIEWS
0:18
CALLAAPLShortVIDEO · CALL
Apple: the average selling price is doing the work
AUG 9, 2026 · 3,485 VIEWS · 244.20 → 309.90 · -26.9%
0:20
CALLAAPLShortVIDEO · CALL
Apple: customer concentration is now the dominant risk
JUL 31, 2026 · 3,751 VIEWS · 240.83 → 218.36 · +9.3%
NOTEHARDWARE
Apple: hardware margin is being defended with mix, not cost
Defending margin with mix works until the premium tier stops growing.
JUL 23, 2026 · 9,713 VIEWS
RESEARCHHARDWARETHESIS
Apple: two customers and a thin contract
Two customers account for the majority of revenue and neither has a long-term volume commitment. That is a structural discount the multiple does not carry.
MAY 26, 2026 · 344 VIEWS