April 30th, 2024. Setting the Stage for Apple’s 2Q24 Earnings, Thoughts on Apple’s Stock Price Underperformance
January 15th, 2026. Apple Returns to Publishing Services Recap, Estimating App Store Revenue, Breaking Down Apple’s Services Revenue Growth
January 13th, 2025. Apple and Google Make Gemini Models Deal Official, Apple’s Optionality, Revisiting Apple’s (AI) Long Game
