Calls
1
Timm Schulze-Melander
Head of Technology Hardware and Semi Research, Rothschild & Co. Redburn
Win Rate
100.0%
return
+1.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 17
$304.80
+1.6%
Apple's expected foldable iPhone Ultra, launching next month, is a positive catalyst because the foldable segment is ultra-premium with prices roughly 80% above high-end handsets, and Apple's track record of entering new markets, brand, styling, design, and consumer positioning make the product likely to be successful. He expects ASP and volume uplift with little meaningful cannibalization of existing slate/tablet form factors.
AI Hardware
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Timm Schulze-Melander has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: AAPL.
