November 18th, 2025. More on Apple CEO Succession, Defining the Apple CEO Role, What Apple Should Do

November 17th, 2025. Apple Intensifying CEO Succession Planning, My Initial Thoughts on How Things Play Out

November 14th, 2025. Friday Q&A

November 13th, 2025. Apple Talks TV Strategy, No Apple TV Ad Tier (For Now), Estimating Apple TV Revenue

November 12th, 2025. Apple Unveils iPhone Pocket, A Few Fun iPhone Pocket Observations, The Larger Story

November 10th, 2025. Apple Reportedly to White Label Gemini for Siri, The Logic Behind Apple White Labeling Gemini, Apple’s (AI) Long Game

November 6th, 2025. My Notes from Apple’s 2025 10-K

November 5th, 2025. Reading Between the Lines of Apple’s 4Q25 Earnings Q&A With Analysts

November 3rd, 2025. Apple Device Upgrading Is Improving, Apple’s Underpenetrated Services Business

October 31st, 2025. My Initial Reaction to Apple’s Strong 4Q25 Earnings, How Apple’s Results Compared to My Estimates

October 30th, 2025: My Apple 4Q25 Estimates, Above Avalon Expectation Meter (4Q25 Edition)

October 28th, 2025. Thoughts Heading Into Apple’s 4Q25 Earnings, iPhone’s Supply/Demand Imbalance, Apple Hits $4 Trillion Market Cap