"This is a multi-layered topic." Gene Munster
5 years ago"iPhone 12 Pro Max availability in the U.S decreased to ~16 days from ~27 days in just one week." -- Analyst David Vogt
From CNBC's "Loup Ventures’ Gene Munster warns investors: ‘There’s going to be a fracturing in FAANG’" posted Monday.
Read More Munster's fractured FAANG: Apple yes, Facebook and Netflix no (video)
This could be huge.
Read More Bloomberg: New, Intel PC-killing Apple silicon coming next year
$300 million. That's what Universal Music paid for Dylan's catalog and what Amazon offered for Wondery.
Read More Bob Dylan's 60-year music catalog = a 4-year-old podcast network?
5 years agoFrom the VisiCalc guy, on Twitter.
5 years agoThe third in a series of brainstorming Zooms for subscribers only.
Don't blame me if you have to sell one of your pieds a terre.
From a note to Loup Ventures subscribers that landed on my desktop Saturday night.
Read More Gene Munster: Apple is inching toward a 360-degree bundle










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