discountopinion
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I am a super happy customer of AirPods Pro 1 and 2. Absolutely amazing product and for someone who does a lot of flying it is a total game changer. i will buy air pods pro 3 on the day of release sight unseen. The product is just that good. i thin…
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No doubt the next generation iPhone will have a lot of great features. Upgraded zoom on the camera will be fantastic and useful as will the selfie camera upgrade. Magsafe charging speed upgrade and overall battery capacity increase would be nice t…
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Hmm some of these specs seem odd and potential unforced errors. Releasing something now that will eat into Iphone 16 base model sales seems odd or they have seen that most of their customers go for the 16 Pro or Pro Max and perhaps Chinese competito…
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Be still my heart but honestly Mac Studio is still on M2 Ultra so would not Apple be better off rolling out scaled socs for the high margin devices? Perhaps they are skipping generations due to observ d ai related market trends
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AAPL has been a Services story for years while the majority of analysts have been overly focused on iPhone unit sales. Apple's China problem is something to take seriously as their challenges in bringing onboard a local AI partner has a strong cha…
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henryblackman said: What a dreadfully uninformed, foolish, and biased point of view - clearly anti-government. Uk.gov is the envy of the world, with the UK having an amazingly well designed, accessible, digital presence for all of its citizen…
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For me the largest difference in use between an iPhone and AVP is that the iPhone is used casually and spontaneously whereas a pair of goggles requires focus and feels like requiring determined purpose. Many iPhone users are screen junkies and spend…
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IDK if I am correct, but I am always careful about what analysts are projecting and saying. It can be that they are talking their own book... i.e. they talk down stocks when they have large clients that want to accumulate a position and buy into w…
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Beautiful machines, cannot afford them at all sadly. Will stick with M1 series for some years more.
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The Canalys analysis is just odd. Apple taking market share in the quarter that has their new models being released is great. I doubt the 16 sales were lack lustre. It seems more to me that the Apple customer base upgrades/buys whenever they need…
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This year feels like year of the pivot for Apple on many fronts. It is ok, Apple is still awesome. They were caught napping on GenAI and it feels like many products have been compliance refreshed rather than massively updated. Apple are exceptional…
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Is it just me or does 2024 feel like one of the more exciting years for Apple Products in a long time? I am eagerly awaiting the launch of the M4 class MacBook Pros and Studios. Good time to trade in the old M1Max MacBook Pro!!
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as many have said this was an expected portfolio rebalancing play. Also - they have a huge cash pile now and they tend to go for bold moves. I wonder which company they have on their radar.
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I do not get this focus on revenue in the article when discussing Apple results and growth in Services. It is the relative gross profit contribution story that matters. Services keeps on increasing its relative gross profit contribution vs Products…
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If true then the Apple Silicon team is truly executing very well! If only including the modem in a few SKUs then that would imply the modem is not on the AS SoC but a distinct chip still and not delivering the full cost saving and space saving pot…
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Personally this is totally inline with my expectations as an investor and an apple fanboi. I am in the market for an AVP, but i cannot justify the expense this year as many other competing asks of upgrades in the apple ecosystem. Apple’s share of wa…
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Absolutely love my HomePods, have the 1st get, 2nd get and the mini. Siri is acting drunk most of the time these days, but still a great product. Hoping for a HomePod 3 this fall.
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I think there is a stealth way for apple to enter that market through PCC once it reaches some scale. i do not think apple will enter the discreet server business, but instead sell IaaS/PaaS services via their cloud. first segment could be app/ai …
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Super happy about this trend of Apple embracing the OSS AI movement. MLX has been a game changer as well and the recent additions of distributed sharing of models across multiple Apple devices is fantastic and X has a lot of chatter about multiple A…
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Gosh just shut up and take my money. M1Max here and it is amazing, but my arm could be twisted to get the M4. I had initially targeted upgrade by M6. The news that OLED may be coming for the MacBook may shave some of the weight off the 16" MacBook …