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She halved her Apple holdings in December amid iPhone AI supercycle hypeapple supercycle talkington video1 year ago
Published March 21, 2025 by Philip Elmer-DeWitt

She halved her Apple holdings in December amid iPhone AI supercycle hype

From "Apple has a trojan horse in Siri, but it's still in the barn, says Requisite’s Bryn Talkington" which aired Thursday on CNBC.

Read More She halved her Apple holdings in December amid iPhone AI supercycle hype

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Evercore's Amit Daryanani explains his Apple target hike (video)apple evercore 275 video1 year ago
Published March 19, 2025 by Philip Elmer-DeWitt

Evercore's Amit Daryanani explains his Apple target hike (video)

"The part that people sometimes forget is that all of the $100 billion-plus free cash flow comes back to you, the shareholder. It doesn't get invested in CPUs. It doesn't get invested in buying security companies." 

Read More Evercore's Amit Daryanani explains his Apple target hike (video)

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Apple has released a cool new Spike Jonze ad for AirPods (video)apple airpods spike jonze1 year ago
Published March 19, 2025 by Philip Elmer-DeWitt

Apple has released a cool new Spike Jonze ad for AirPods (video)

"Highlighting the power of these new Air Pods to help escape everyday life, Pascal is seen dancing through the streets and mouthing along to the lyrics, as if part of his own musical."

Read More Apple has released a cool new Spike Jonze ad for AirPods (video)

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Jim Cramer: 'Enough with the Siri-gate'apple cramer siri-gate1 year ago
Published March 18, 2025 by Philip Elmer-DeWitt

Jim Cramer: 'Enough with the Siri-gate'

"It's about free cash flow. It's about return to shareholders." 

Read More Jim Cramer: 'Enough with the Siri-gate'

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This week's Apple trading strategies (3/17-3/21/25)apple trading strategies 3-17-251 year ago
Published March 16, 2025 by Philip Elmer-DeWitt

This week's Apple trading strategies (3/17-3/21/25)

A place for Apple traders and investors to share their best ideas.

Read More This week's Apple trading strategies (3/17-3/21/25)

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Saturday Apple video: MadTV's iPad skit (2010)saturday apple video ipad1 year ago
Published March 15, 2025 by Philip Elmer-DeWitt

Saturday Apple video: MadTV's iPad skit (2010)

They laughed when Steve Jobs named the tablet.

Read More Saturday Apple video: MadTV's iPad skit (2010)

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Maxim's Tom Forte: The lack of AI is costing Apple market share in Chinaapple maxim forte china1 year ago
Published March 14, 2025 by Philip Elmer-DeWitt

Maxim's Tom Forte: The lack of AI is costing Apple market share in China

"The good news is that Apple is still a huge cash machine."

Read More Maxim's Tom Forte: The lack of AI is costing Apple market share in China

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Google live translation in action (2022 video)apple pixel live translation1 year ago
Published March 14, 2025 by Philip Elmer-DeWitt

Google live translation in action (2022 video)

"Rival earbuds, such as Google Pixel Buds, have had the option for years." — Mark Gurman

Read More Google live translation in action (2022 video)

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Rosenblatt's Barton Crockett comes to Apple's defenseapple barton crockett defense1 year ago
Published March 14, 2025 by Philip Elmer-DeWitt

Rosenblatt's Barton Crockett comes to Apple's defense

"Apple's strength is their massive footprint."

Read More Rosenblatt's Barton Crockett comes to Apple's defense

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CNBC discovers 'this Gruber gentleman' (video)apple cnbc gruber gentleman1 year ago
Published March 13, 2025 by Philip Elmer-DeWitt

CNBC discovers 'this Gruber gentleman' (video)

From "The supercycle for Apple is nowhere to found, says Big Technology's Alex Kantrowitz," which aired Thursday on CNBC.

Read More CNBC discovers 'this Gruber gentleman' (video)

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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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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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