Asymco
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Overview
Put all your eggs in one basket and watch that basket. —Warren Buffett Asymco is a one-stop shop for all information related to one company. Diversification makes little sense if a person knows exactly what they are doing.
News
Apple Will 'Watch Everything Burn' When AI Bubble Bursts
I would say they will simply collect all the available profits MacRumors interviewed AI critic Ed Zitron, author of the Where's Your Ed At newsletter and host of the Better Offline podcast, about what could happen to Apple if the costly AI infrastructure
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iPhone Pricing: Exceptional Performance at a Steady Cost
Discover how iPhone pricing remains stable despite increased performance and evolving technology, and what it means for future costs.
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How to Measure WWDC
How to measure helping others René Descartes, who published the phrase I think, therefore I am" inDiscourse on the Method, in 1637 Apple isn't measured by revenue or profit, at least n…
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Apple confirms not using Google models, apps or search in Apple Intelligence
One Foundation Model runs on Nvidia GPUs hosted in Google's cloud and some Google proprietary model data used to refine Apple's Models. Apple has shared new details about the technology behind its latest Apple Intelligence platform, explaining how its new
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The problem with the P/E ratio
Why the most common measure for valuation is inadequate in an age of AI Software and services companies like Google, Microsoft, Amazon, Meta are spending on Capital Expenditures at the rate of heavy industry manufacturing. This defies their description as
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