Phillip Securities Research Timothy Ang Previews Apple, Amazon Earnings

The video discusses Amazon's bullish outlook due to its digital space expansion and cloud leadership, while highlighting risks like labor costs. Amazon's advertising revenue is expected to grow as it manages supply chain issues effectively. In contrast, Apple faces challenges such as supply chain disruptions and legal risks, but remains bullish due to the 5G upgrade cycle and strong market position.

What are the main factors contributing to Amazon's bullish outlook?

How is Amazon expected to handle the supply chain issues compared to its competitors?

What risks are associated with Amazon's near-term outlook?

What are the expected impacts of the supply chain crisis on Apple's production?

Why is the upgrade cycle for Apple expected to be favorable despite the supply chain issues?