Apple
Apple Passes Nvidia on iPhone Duo Day. One Day Is Not a Crown
Apple briefly became the world's most valuable company on iPhone Duo launch day. For me, it was Nvidia's fall, not the Duo, and one day is not a crown.
Apple stock
Apple
Apple Calls iPhone Duo Demand “Extraordinary.” In My Opinion, That Is Not a Number
Apple calls iPhone Duo demand "extraordinary" but gives no numbers, while analysts cut the build plan over hinge problems. In my opinion, "extraordinary" is not a number.
Apple
Apple Closes Above $5 Trillion for the First Time. I Own Shares, and in My Opinion It Is Inflated
Apple became the second company ever to close above $5 trillion. Congratulations to shareholders, me included. But with these gadgets and prices, I think it is inflated.
AI
OpenAI Says an Ex-Employee Took Its Device Secrets to Apple. In My Opinion, a Spy With No Name Is Not Proof
OpenAI claims an unnamed ex-employee took 100+ files about its secret device back to Apple. Apple says there is no evidence. I root for OpenAI and Jony Ive, but this sounds like a counterattack.
Apple
Apple Gears Up for Strong iPhone 18 Sales. In My Opinion, the Base Model Will Beat the Pro
A leaker says Apple is stockpiling for the base iPhone 18, coming in spring 2027 for at least $899. I do not trust one anonymous source, but in my opinion the classic iPhone 18 will be the hit, mostly because of the price.
Apple
JP Morgan Raises Apple Price Target to $360. In My Opinion, Be Careful What You Believe
One week soft demand, the next week no crisis and a $360 target. JP Morgan expects 18% fewer iPhones at 20% higher prices. In my opinion, that is a trap for the future, and bank forecasts deserve skepticism.