From CNBC's "Dow futures fall 200 points as traders brace for a busy week of earnings, Fed rate decision" posted early Monday.
"After a horror show year in 2022 we believe tech stocks are as underowned as we have seen since 2009."
How Apple's headset could bomb
2 years ago
2 years ago"The price is high, the uses are limited, and most consumers are wary." -- Mark Gurman
Is Apple at risk for enshittification?
2 years ago
2 years ago"This is how platforms die..."
A place for Apple traders and investors to share their best ideas -- Q1 2023 earnings week.
Read More This week's Apple trading strategies (1/30-2/3/23)
Apple Emergency SOS a 'game changer'
2 years ago
2 years agoGoogle Maps sent two women off-road, Apple SOS showed a Canadian rescue team where they were stuck in a wall of snow.
"Given the extra week and weaker demand environment, the q/q decline for Mar could be higher than the 20% modeled by consensus."
Read More BofA's Wamsi Mohan trims his Apple target $1 to $153
From Counterpoint Research's "China Smartphone Sales in 2022 Reach Lowest Level in a Decade; Apple Becomes #2 Brand for First Time" posted Friday.
Read More Apple took a record 23.7% share of Chinese phone sales last quarter -- report
Trefis is bullish on Apple
2 years ago
2 years ago"At the current market price... Apple stock trades at just over 22x forward earnings, which we believe is reasonable given the company’s earnings growth prospects and solid balance sheet."
Apple has limited IC design resources (i.e. human designers) and it's devoting them instead to next-generation 3nm processors.
Read More Ming-Chi Kuo: Apple has stopped work on its own modems, for now
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