Alibaba
China
AAPL
January 23rd, 2025. What’s Driving AAPL’s Underperformance?, iPhone Demand in China, Apple Jitters
President Trump
January 21st, 2025. My Thoughts About Tim Cook at Trump’s Inauguration, Apple’s Top (Political) Issues, A Larger Reset
Trump
November 27th, 2024. Tim Cook in China for Third Time This Year, Trump Threatens 10% China Tariffs, Amazon Invests Another $4B in Anthropic
iPhone
May 29th, 2024. About Those iPhone Sales Reports From China, Apple Designers Talk iPad Pro and Apple Pencil Pro
Paid video streaming
January 4th, 2024. New Churn Estimates for Paid Video Streaming, Apple Announces Fitness+ Updates, ASML Cancels DUV Shipments Into China
China
September 7th, 2023. China Reportedly Extends iPhone Ban for Government Officials, Why the China Story Isn't Adding Up, The Huawei Factor
Apple Vision Pro
August 31st, 2023. Apple Considering Supplier Shift for Vision Pro Displays, Vision Pro and China, Thursday Q&A
Tim Cook interview
April 3rd, 2023. The Tim Cook Profile in GQ, Cook and China, Cook Provides More Mixed Reality Headset Clues
China
March 28th, 2023. Apple Announces Friday Night Baseball Changes, Apple Acquires WaveOne, Tim Cook Visits China
Netflix
January 2019
China