Just back from Japan. iPhones everywhere. It's not just anecdotal; data shows $Apple(AAPL)$ consistently dominates their smartphone market (50-60%+ vs. ~45% in the US). In a country obsessed with quality and reliability, that speaks volumes. It means:
Top-tier product quality: Winning over discerning Japanese consumers is a huge validation.
Sticky ecosystem: High switching costs = predictable recurring revenue.
Strong brand, premium pricing: Apple commands pricing power in a quality-focused market.
As an investor, I look for solid fundamentals and long-term value. Apple's Japan success reinforces their global brand strength and long-term potential. That's why I'm long AAPL.
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