According to @casey_lau, he is 80% inclined to buy an Apple foldable but will wait if it launches without Apple Pencil compatibility, signaling stylus support as a key purchase driver among early adopters and a potential factor for AAPL’s initial sales mix. source: Casey Lau on X, Nov 25, 2025. He adds that iPad-size foldables by 2030 are his expectation, underscoring consumer interest in larger form factors for media and comics use cases that could shape product-market fit. source: Casey Lau on X, Nov 25, 2025. For traders, this social signal implies that Apple Pencil readiness may influence first-wave demand and accessory attach rates if Apple debuts a foldable, making sentiment tracking around Apple Pencil and foldable iPhone or iPad mentions relevant into announcement cycles. source: Casey Lau on X, Nov 25, 2025.