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Overview

That’s me with the notepad and the flyaway hairline interviewing iPhone line-sitters, back when that was a thing.

News

Blog 3 days ago
Apple TV hikes ticket $2 to $14.99 per month
"It's the fourth price increase for Apple TV (formerly called Apple TV+) in four years."
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Blog 3 days ago
Jerry Doyle: The Street's Bull Case Is Converging Toward $400
"In three decades of investing in this company, I have never seen its prospects look brighter than they do today."
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Blog 3 days ago
Barron's: Nvidia's PE today is reminiscent of Apple's 20 years ago
"For Nvidia, this past week might have been a turning point."
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Blog 4 days ago
Thesis: AI hardware grows exponentially in two dimensions. Apple devices in only one.
"Edge devices were destined to stop compounding once penetration reached a certain level."
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Blog 4 days ago
Premarket: Apple is green
From CNBC's "Stock futures are mixed as investors count down to Warsh's Jackson Hole address" posted early Friday.
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