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Apple 3.0

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Look what a whiff of LLM love did to Apple yesterdayapple chatgpt pop bloomberg3 years ago
Published July 20, 2023 by Philip Elmer-DeWitt

Look what a whiff of LLM love did to Apple yesterday

The algorithms, like mackerel, will snap anything shiny that moves.

Read More Look what a whiff of LLM love did to Apple yesterday

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Louis Navellier: Apple keeps climbing Shawn Tully's 'wall of worry'apple tully wall worry3 years ago
Published July 20, 2023 by Philip Elmer-DeWitt

Louis Navellier: Apple keeps climbing Shawn Tully's 'wall of worry'

From Navellier's "Why the Worry Warts Are Wrong About Apple Stock" posted by InvestorPlace.

Read More Louis Navellier: Apple keeps climbing Shawn Tully's 'wall of worry'

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CIRP: Apple's 2023 models account for a near record 79% of iPhone salesapple iphone 14 cirp3 years ago
Published July 20, 2023 by Philip Elmer-DeWitt

CIRP: Apple's 2023 models account for a near record 79% of iPhone sales

"Apple and the mobile carriers' sales strategies seem to explain much of this unexpected trend."

Read More CIRP: Apple's 2023 models account for a near record 79% of iPhone sales

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Apple's bloody card just keeps bleedingapple card bleeding goldman3 years ago
Published July 20, 2023 by Philip Elmer-DeWitt

Apple's bloody card just keeps bleeding

From Andrew Orr's "Goldman Sachs continues to bleed cash from Apple Card operations" posted Wednesday on AppleInsider.

Read More Apple's bloody card just keeps bleeding

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A shallow dive into Apple's COGS (video)apple cogs video thestreet3 years ago
Published July 20, 2023 by Philip Elmer-DeWitt

A shallow dive into Apple's COGS (video)

From Daniel Martins' "Apple Stock: What Bears Really Don’t Understand" posted Thursday by The Street.

Read More A shallow dive into Apple's COGS (video)

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Premarket: Apple is redapple premarket red 8-21-253 years ago
Published July 20, 2023 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "U.S. Stock Futures Dragged Down By Tesla And Netflix" posted early Thursday.

Read More Premarket: Apple is red

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Five Apple security features in eight minutes (video)apple security showcased video3 years ago
Published July 19, 2023 by Philip Elmer-DeWitt

Five Apple security features in eight minutes (video)

Advertisements that are fun to watch. What a concept.

Read More Five Apple security features in eight minutes (video)

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Analyst: Apple to underperform (video)thomas hayes sell apple3 years ago
Published July 19, 2023 by Philip Elmer-DeWitt

Analyst: Apple to underperform (video)

"For new money, we wouldn't be chasing this stock." Great Hill Capital's Thomas Hayes

Read More Analyst: Apple to underperform (video)

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Premarket: Apple is redapple premarket red 8-21-253 years ago
Published July 19, 2023 by Philip Elmer-DeWitt

Premarket: Apple is red

From the Wall Street Journal’s "Futures Edge Up Ahead of Goldman Earnings" posted early Wednesday.

Read More Premarket: Apple is red

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Computerworld: With the M3, Apple is striking while the iron is hotapple silicon iron hot3 years ago
Published July 18, 2023 by Philip Elmer-DeWitt

Computerworld: With the M3, Apple is striking while the iron is hot

"The right thing to do in a gentleman's game is to wait for a competitor to catch up, but the PC market is not that kind of game."

Read More Computerworld: With the M3, Apple is striking while the iron is hot

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

Apple 3.0 Archives

Apple 2.0 Archives

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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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