expectation meters July 30th, 2025: My Apple 3Q25 Earnings Estimates, Above Avalon Expectation Meters
June 24th, 2026: Thinking Through Potential Apple Price Hikes, Apple’s HW Gross Profit Trajectory, Is There an Apple HW Gross Profit Cliff?
June 22nd, 2026: Tim Cook Talks Memory Crisis, The Memory Crisis’s Uniqueness, Cook’s Goal Talking With the WSJ
June 19th, 2026: Thoughts on Image Playground in iOS 27, The Intrigue Found With Spatial Reframing, Where Is Apple’s Generative AI Line in the Sand?
