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This guy said to sell Nvidia before the bubble burstapple nvidia ai bubble2 years ago
Published June 21, 2024 by Philip Elmer-DeWitt

This guy said to sell Nvidia before the bubble burst

From "I Have To Call It: The AI Stock Market Bubble Will End Ugly..." posted two weeks ago by Value Investing with Sven Carlin, Ph.D.

Read More This guy said to sell Nvidia before the bubble burst

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Nvidia: 'The perfect momentum company' (video)apple nvidia video leswing2 years ago
Published June 19, 2024 by Philip Elmer-DeWitt

Nvidia: 'The perfect momentum company' (video)

"People were starting to realize that if AI was a gold rush, Nvidia was the one making the shovels." — CNBC's Kif Leswing

Read More Nvidia: 'The perfect momentum company' (video)

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Tech fund may be forced to dump $12B worth of Appleapple nvidia rebalancing dump2 years ago
Published June 18, 2024 by Philip Elmer-DeWitt

Tech fund may be forced to dump $12B worth of Apple

The forecast sale in Apple shares is equal to the average daily trading value in the past three months.

Read More Tech fund may be forced to dump $12B worth of Apple

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Wedbush's Daniel Ives: Apple, Microsoft and Nvidia in a 3-way race to $4 trillionapple nvidia microsoft 4Trillion2 years ago
Published June 13, 2024 by Philip Elmer-DeWitt

Wedbush's Daniel Ives: Apple, Microsoft and Nvidia in a 3-way race to $4 trillion

"The AI party is just getting started as its 9 pm in a party going till 4 am with the rest of the tech world now joining." — Analyst Daniel Ives

Read More Wedbush's Daniel Ives: Apple, Microsoft and Nvidia in a 3-way race to $4 trillion

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'Now Apple has to deliver'apple ai miracle wwdc2 years ago
Published June 9, 2024 by Philip Elmer-DeWitt

'Now Apple has to deliver'

From Eric Savitz' "Apple Needs an AI Miracle at WWDC. The Stock Is Counting on It." posted Friday by Barron's.

Read More 'Now Apple has to deliver'

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Meet the Swollen Sixapple swollen six nvidia2 years ago
Published June 8, 2024 by Philip Elmer-DeWitt

Meet the Swollen Six

The six most valuable U.S. firms by market capitalization.

Read More Meet the Swollen Six

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Where the short sellers have put their billionsapple nvidia tesla shorts2 years ago
Published June 8, 2024 by Philip Elmer-DeWitt

Where the short sellers have put their billions

Short bets against Nvidia are almost double the value of those against both Apple and Tesla.

Read More Where the short sellers have put their billions

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Apple overtakes Nvidiaapple nvidia market cap2 years ago
Published June 6, 2024 by Philip Elmer-DeWitt

Apple overtakes Nvidia

That didn't last long.

Read More Apple overtakes Nvidia

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U.S. trust-busters target GenAI triumviratenvidia openai microsoft antitrust2 years ago
Published June 6, 2024 by Philip Elmer-DeWitt

U.S. trust-busters target GenAI triumvirate

From David McCabe's "U.S. Clears Way for Antitrust Inquiries of Nvidia, Microsoft and OpenAI" posted Wednesday by the New York Times.

Read More U.S. trust-busters target GenAI triumvirate

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A league of their ownApple nvidia microsoft barrons2 years ago
Published June 6, 2024 by Philip Elmer-DeWitt

A league of their own

"A key question is whether the rest of the market is capable of catching up."

Read More A league of their own

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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.]

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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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