TF International analyst Ming-Chi Kuo says there will be a foldable iPad in 2024. Bloomberg’s Mark Gurman says there won’t. TMO Managing Editor Jeff Butts and Ken talk over the opposing sides. Plus a look at HomePod scarcity.

• Ming-Chi Kuo: Foldable iPads in 2024 with No New iPads This Year
• Bloomberg’s Mark Gurman: No Foldable iPads in 2024 and No New iPads This Year
• Apple Wait Times for 2nd-Gen HomePod Stretch 2-4 Weeks