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She halved her Apple holdings in December amid iPhone AI supercycle hypeapple supercycle talkington video2 months ago
Published March 21, 2025 by Philip Elmer-DeWitt

She halved her Apple holdings in December amid iPhone AI supercycle hype

From "Apple has a trojan horse in Siri, but it's still in the barn, says Requisite’s Bryn Talkington" which aired Thursday on CNBC.

Read More She halved her Apple holdings in December amid iPhone AI supercycle hype

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
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