From Brandt's "Apple Now Eats Enterprise AI for Breakfast" posted Friday by Kiraa.
Read More Errol Brandt: 'This whole cloud migration thing has been a massive disaster'
A place for Apple traders and investors to share their best ideas.
Read More This week's Apple trading strategies (8/31-9/4/26)
Barron's: The AI trade has more room to run
1 month ago
1 month ago"Over America’s 250-year history, the economy has absorbed spending on transformation technology equivalent to about 25% of economic output before things get really hairy."
"Bridget Carey explains why Apple couldn’t wait on new Macs, but we keep waiting for the big iPhone event."
Read More CNET: 'Surprise Macs?! This Is Not Apple’s Typical Playbook' (video)
"I also do fun stuff — like timesheets and spreadsheets and pie charts."
Read More Saturday Apple video: Work vs. Home (Get a Mac, 2006)
Apple TV hikes ticket $2 to $14.99 per month
1 month ago
1 month ago"It’s the fourth price increase for Apple TV (formerly called Apple TV+) in four years."
"In three decades of investing in this company, I have never seen its prospects look brighter than they do today."
Read More Jerry Doyle: The Street's Bull Case Is Converging Toward $400
"For Nvidia, this past week might have been a turning point."
Read More Barron's: Nvidia's PE today is reminiscent of Apple's 20 years ago
"Edge devices were destined to stop compounding once penetration reached a certain level."
Read More Thesis: AI hardware grows exponentially in two dimensions. Apple devices in only one.
Premarket: Apple is green
2 months ago
2 months agoFrom CNBC's "Stock futures are mixed as investors count down to Warsh’s Jackson Hole address" posted early Friday.
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