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Neil Cybart

Meta

August 29th, 2025. Meta 2Q25 Earnings, Meta Durability, Thoughts on AI Researcher Poaching

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Apple Card

August 27th, 2025. Elon Musk Sues Apple, Apple Eyeing JPMorgan Chase for Apple Card, Keep an Eye on JPMorgan Chase

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buffett

August 26th, 2025. Buffett Continues to Trim Apple Stake, Apple to Hit iPhone Milestone in India, iPhone Release Cadence Change Coming?

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Apple TV+

August 25th, 2025. Apple Raises Apple TV+ Monthly Pricing by 30%, More Guerrilla Marketing Surfaces for Severance, Apple Reportedly Wants Out of MLB

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Made by Google

August 21st, 2025: Google Has No Taste, Google's Apple Envy, Pixel Poses No Threat to iPhone

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App Store

August 20th, 2025. U.K. Backtracks on Apple Back Door Request, EU to Accept Apple’s Revised DMA Approach, U.S. Anti-Steering Injunction Ruling Looks Even More Absurd

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Apple Intelligence

August 19th, 2025: Apple and Tech Musings From My Vacation

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Gross margins

August 9th, 2025: Thoughts on Apple’s Gross Margins, Gross Profit, Capex, Capital Management, and 10-Q Filing

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U.S. investment

August 7th, 2025: Tim Cook's Oval Office Event, Apple Receives Tariff Exemptions, Apple’s Additional $100B U.S. Commitment

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Reading Between the Lines

August 6th, 2025. Reading Between the Lines of Apple’s 3Q25 Earnings Q&A With Analysts

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iPhone unit sales

August 4th, 2025. iPhone, Mac, and Apple Watch Unit Sales Data

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Apple earnings 3Q25

August 1st, 2025: Initial Thoughts on Apple’s Strong 3Q25 Earnings

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