Contrarian

Oct 20, 2026 · bearish

TLDR Best Buy's gaming pivot and Apple's iPhone demand cliff present conflicting signals—BBY faces margin compression despite revenue growth, while Apple's scale masks deeper cyclical weakness in installed base saturation and tariff exposure. ## PLAIN ENGLISH When retailers launch new service categories and tech giants see earnings decline faster than revenue, it usually signals structural demand shifts that bundling and product cycles can't reverse. ## THE POST [Best Buy launches a gaming

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