November 1st, 2023. My 4Q23 Apple Estimates, Early Thoughts on Apple’s 1Q24, My Current Apple Earnings Model
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