"Foundation models are becoming commoditized, and Apple is better off letting AI mature into table-stakes technology before rejoining the fray — something that almost assuredly needs to happen for next year’s updates."
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2 months agoThe Street is clearly underestimating this iPhone cycle in our view and its a Ryder Cup Bethpage moment for Cook and Cupertino after a few years of disappointing growth years. — Analyst Daniel Ives
A place for Apple traders and investors to share their best ideas.
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"The company also told a supplier of non-electrical parts for that model to increase its daily output by roughly 30%, according to an employee at that firm."
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2 months ago"Mad science and crazy cutting-edge engineering are Apple’s actual moat."
"We are going back to the roots of Apple. They are an excellent phone maker."
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"iPhone 17 Pro is loaded with the most cinematic camera we’ve ever made."
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"You need actually a reason to reach out and buy this one instead of the market broadly, and I don't see that." — YieldMax's Mike Khouw
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"To say OpenAI still has a lot to prove in hardware would be a dramatic understatement."
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