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Jack of All Trades: SKORE 01.29.2026

Thursday's duo: AAPL proved iPhone supercycle real ($85.3B record) but supply constraints + memory inflation = -1.9%. IBM proved enterprise AI scales ($12.5B GenAI doubled, FCF $14.7B) = +8%. Consumer hardware margin pressure vs B2B software margin expansion. 2026 bar is perfection

Jack of All Trades: SKORE 01.29.2026

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