Hey! Let's sprinkle some cold water on the iPhone 12 super cycle!
From "Apple, Amazon and Google will emerge as winners from a major market shift," on Tuesday's Trading Nation.
Read More Apple: 'Cash is king' Gene Munster tells CNBC (video)
“Gentlemen, there’s only two ways I know of to make money: bundling and unbundling.” — Jim Barksdale, former Netscape CEO
Macs top the PC industry in the latest American Consumer Satisfaction survey, but they're down 5.7% from their peak.
Read More Why has satisfaction with Apple's computers fallen since 2013?
Taiwan Semiconductor is manufacturing next-generation 5 nanometer processors for Apple and no one else.
Maintains Outperform rating.
Talking climate change, COVID, Congress, commodification, competition and when he might quit.
Read More The Atlantic: 22 minutes with Apple CEO Tim Cook (video)
4 Comments