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$AAPL reports in an hour. The memory constraints is resulting in some fractional increases in lead times. Could have a fractional impact the March guide. What really matters is will they start to change how investors think about their chops in AI. Last April Google was faced with similar skepticism, and they should improve Gemini and launch Nano Banana. Tonight investors will want to hear the new Siri is on track for spring, what's going on with https://t.co/Y0EVSrDb2A and hint that there can be more to come in AI this fall (the new new Siri chatbot).