Rather than add to the flood, I'm posting links to some of my favorites.
Paul McCartney at Apple's 50th (video mix)
23 hours ago
23 hours agoFrom "Let It Be, Live and Let Die, Hey Jude - Apple 50th Anniversary Party" posted Wednesday.
A chip-filled labor of love by friend-of-the-blog Don Donofrio.
"By this measure, Apple looks to be not only reasonably valued but the only company among the largest companies that is normally valued."
Read More Horace Dediu: How Apple's free cash flow is unique
Benedict Evans on Apple AI
2 days ago
2 days ago"There’s a view going around now that Apple and Tim Cook are being geniuses in sitting out the AI capex surge, which doesn’t make much sense to me."











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