Meta

January 29th, 2026. Meta 4Q25 Earnings Results: Impressive  Growth, but at What Cost?

earnings expectation meters

January 28th, 2026: Previewing Apple’s 1Q26 Earnings: My Estimates, Above Avalon Expectation Meters (1Q26 Edition)

AAPL Earnings 1Q26

January 27th, 2026. Previewing Apple’s 1Q26 Earnings: Wall Street Is on Edge

AI pin

January 22nd, 2025. Let’s Talk About This Apple AI Pin Rumor

Netflix

January 21st, 2026. Netflix 4Q25 Earnings, Netflix Is Misreading the Market, The Warner Bros. Discovery Deal

OpenAI

January 21st, 2026. Ads Coming to ChatGPT, OpenAI’s Strategy, Apple Implications

App Store revenue

January 15th, 2026. Apple Returns to Publishing Services Recap, Estimating App Store Revenue, Breaking Down Apple’s Services Revenue Growth

Apple Creator Studio

January 14th, 2026. Apple Unveils Apple Creator Studio, Apple’s Bet, Potential Risk Factors

Gemini

January 13th, 2025. Apple and Google Make Gemini Models Deal Official, Apple’s Optionality, Revisiting Apple’s (AI) Long Game

LA Lakers

January 12th, 2025. My Impressions Watching LA Lakers in Apple Immersive Video

questions

Apple Questions for 2026

Apple Card

January 8th, 2026. Chase to Take Over Apple Card From Goldman, Possible Apple Card Changes, A Different Sales Proposition for Apple Vision Pro?