Massiveattack87

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Massiveattack87
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  • What to expect from Apple's Q1 2024 earnings report

    I expect their stock dropping 5% ~ 10% after their earnings presented while MSFT, NVDA, AMZN and GOOGL will smash the earning expectations with promising forecasts. 

    The gap of the market capitalization between MSFT and AAPL will be wider after Feb. 1. 

    Why? 

    Lack of interesting stories selling and telling. Even AI is uninteresting in the mobile world. 
    Literally, AAPL can´t give a magic moment with their generative AI. They can only do what Google Pixel 8 can do right now.

    MSFT can sell their AI story easily as the AI market looks promising in B2B.

    I don´t expect any surprising moments at AAPL. 

    I think AAPL will underperform in this year. 
    grandact73williamlondon
  • Apple Vision Pro is not the iPhone, and faces an incredibly steep uphill climb

    iPhone was not a success from the beginning on. iPhone needed more than 3 years to break into the mass market. 

    Vision Pro is purely and mainly for developers. After 2 or 3 successors, we will see clearly what this type of the product would impact us. 

    People have blamed about lack of innovations at Apple. Now, Apple brings it out and tries to prove that our skeptical view on Vision Pro is wrong.
    Give some time to Apple. 

    You cannot have an innovation and an immediate success at the same time. 
    9secondkox2Alex1NstolinskiradarthekatBart Ywatto_cobrajony0