"The things they say and do are just impossibly tone deaf by the standards of the society in which they strive to operate." — Economist Oren Cass
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"Apple’s custom silicon lifts the floor more than the ceiling."
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"Risks like the Vision Pro are exactly the kind that Apple needs to take to move the needle, and there’s no better sign for its future than its continued willingness to take them now."
Read More A defense of the Apple Vision Pro by Yale management prof who did not buy one
5 months ago"Boards fire CEOs for far less."
5 months ago"Apple has more than a billion devices in service. Could all those equipped Apple devices quietly become the largest distributed compute network on earth?"
"The gap between AAPL's S&P 500 weighting and institutional ownership widened in 3Q by 53bps Q/Q, more than any other large-cap tech stock. — Analyst Erik Woodring
Read More Morgan Stanley: Nvidia and Apple are the most underowned megacap tech stocks
"Cook's appearance at the dinner continues the CEO's charm offensive with the U.S. President, which has included donations, gifts, in-person dinners, and investments to keep on Trump's good side."
Read More Apple CEO breaks bread with Mr. Trump and Mr. Bone Saw
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