MLB
Mark Zuckerberg
November 19th, 2025. Meta 3Q25 Earnings, Did Zuckerberg “Kitchen Sink” Capex Expectations?, The Big Picture
Tim Cook
November 18th, 2025. More on Apple CEO Succession, Defining the Apple CEO Role, What Apple Should Do
Tim Cook
November 17th, 2025. Apple Intensifying CEO Succession Planning, My Initial Thoughts on How Things Play Out
November 14th, 2025. Friday Q&A
Apple TV
November 13th, 2025. Apple Talks TV Strategy, No Apple TV Ad Tier (For Now), Estimating Apple TV Revenue
issey miyake
November 12th, 2025. Apple Unveils iPhone Pocket, A Few Fun iPhone Pocket Observations, The Larger Story
Siri
November 10th, 2025. Apple Reportedly to White Label Gemini for Siri, The Logic Behind Apple White Labeling Gemini, Apple’s (AI) Long Game
2025 10-K
November 6th, 2025. My Notes from Apple’s 2025 10-K
Reading Between the Lines
November 5th, 2025. Reading Between the Lines of Apple’s 4Q25 Earnings Q&A With Analysts
4Q25
November 3rd, 2025. Apple Device Upgrading Is Improving, Apple’s Underpenetrated Services Business
4Q25 earnings