May 1st, 2024. My 2Q24 Apple Estimates, Expectations for Apple's 3Q24 Guidance, My Updated Apple Earnings Estimates
July 7th, 2025. More on “F1 The Movie” Success, Capex vs. Depreciation, Keep an Eye on Big Tech Headcount
July 3rd, 2025: Apple Revises DMA Approach in EU, Microsoft Announces Big Layoffs, Microsoft Makes Deep Cuts to Gaming, Apple Loses Motion to Dismiss Antitrust Suit