Latest
August 5th, 2026: Apple 3Q26 Earnings Review: A Capital Efficiency Story
August 4th, 2026: Apple 3Q26 Earnings Review: The Battle for Continued Margin Improvement
August 3rd, 2026: Apple 3Q26 Earnings Review: The iPhone Is (Still) Being Underestimated
July 31st, 2026: Apple’s 3Q26 Earnings: Strong, but Messy
July 30th, 2026: Meta Earnings, Microsoft Earnings
July 29th, 2026: Previewing Apple’s 3Q26 Earnings
July 28th, 2026: Apple Launches Apple Upgrade, Revisiting Apple Hardware as a Service, Implications on Upgrading
July 27th, 2026: Apple and Ford Partner on Apple Maps, The Intrigue Behind the Deal, Apple Maps’ Importance
July 24th, 2026: Alphabet 2Q26 Earnings, The Line in the (Alphabet) Sand, The Alphabet Capex Question
July 23rd, 2026: Netflix 2Q26 Earnings, Netflix’s Shaky Explanation for Engagement, Netflix Management Is Losing Credibility
July 22nd, 2026: Revisiting Why Apple Isn’t Replicable, Apple Intelligence Approved for China, Apple Raises iPhone Prices in Japan
OpenAI
July 20th, 2026: Apple Sues OpenAI for Trade Theft, OpenAI’s HW Motivation, OpenAI’s Miscalculation
Snap
July 8th, 2026: Snap Specs, Meta Glasses, Where’s All of This Going?
foldables
July 6th, 2026: Foldables Aren’t Phablets, Foldable iPhone Revenue Potential, A Foldable iPhone Wild Card
July 2nd, 2026: Xiaomi, Oppo, Vivo Cut Smartphone Targets, Apple Reportedly Raises Foldable iPhone Forecast, Apple Securing Components Supply
Memory
July 1st, 2026: How the Memory Crisis Caught Apple Off Guard, Apple Lobbying for Chinese Memory, Samsung / SK Announce Memory Investments
memory
June 29th, 2026: What’s Really Going on With Memory
memory
June 25th, 2026: Apple Raises Product Prices Whopper Price Hikes iPhone Pricing Holds Steady…for Now
June 24th, 2026: Thinking Through Potential Apple Price Hikes, Apple’s HW Gross Profit Trajectory, Is There an Apple HW Gross Profit Cliff?
memory
June 22nd, 2026: Tim Cook Talks Memory Crisis, The Memory Crisis’s Uniqueness, Cook’s Goal Talking With the WSJ
Image Playground
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?
Siri AI
June 17th, 2026: Siri AI as an Intelligence Interface, Developer Implications, Device Implications
Siri AI