Massiveattack87
About
- Username
- Massiveattack87
- Joined
- Visits
- 68
- Last Active
- Roles
- member
- Points
- 321
- Badges
- 0
- Posts
- 113
Reactions
-
Apple smart ring, glasses, camera-equipped AirPods rumored in wearables push
Ring? Do I have to take it off before washing my hands with a soap? If yes, it would be uncomfortable. It would not bring added values in terms of the user friendly and comfort.
What if I forget to take it off? Is the ring defect?
Are men willing to wear a wedding ring + Apple ring? Two rings? Isn´t it too much for men?
Even Apple recommends not to touch the apple watch with water.
Smart glass: A stylish glass is needed. Is the technology mature sooner or later? I want to have a bad ass design or collaboration with Jacques Marie Mage or Lindberg.
But those technologies seem to be just "Trial and Error" at the moment - Not mature enough.
If I look at those rumors, I have the feeling that Apple feels so under pressure to do some innovative "things" as all tech companies already have their AI momentum (AAPL not). -
Apple's first foldable screen probably won't be on the iPhone
-
For now, Apple Arcade may be the best place for spatial Apple Vision Pro games
-
Apple's $119B Q1 2024 revenue a bounce back from 2023 dip
teejay2012 said:Massiveattack87 said:Stabitha_Christie said:Massiveattack87 said:I told you that the stock will tank after their earnings out.
AAPL will underperform in this year.
This is the moment where AAPL shareholders get jelly at META (+12%!!!) and AMZN (+6%!!!!).
so what you are saying is that you wrong when you said it would “tank”?
It does not matter.
AAPL will underperform in this year.
Tim Cook indicated weak iPhone sales for this year during the earning webcast.
For fiscal Q4 2024, Meta earned $5.33 per share, an increase of 202.8% from $1.76 per share a year ago.
Revenue grew 24.65% to $40.1 billion from $32.17 billion a year ago.
Compare that to Apple's 2.05% revenue growth and EPS growth of 15.96% ($2.18 vs $1.88 a year ago).
I don´t know where those similar performances should come from at AAPL.
I do not see any significant improvement from AAPL for this year.
Among "Magnifcant Seven", TSLA and AAPL seem to be the biggest losers in this year.Ah... the iPhone. It seems India may take up where China left off - China is dealing with recession of course.For the record, AAPL has dropped after every earnings for over a decade, as Wall Street always comes back to iPhone sales which are 'guess-timated'. Apple does not break iPhone numbers out. Health of a company can never come from one source. With all pistons going, Apple has increased profit yoy, and reversed the last few quarters which were negative. I think if they can launch AI this year, that is on the iPhone itself and not cloud for issues of privacy, Apple will not be able to make them fast enough.
I am not referring to any "guess-timated" statements from analysts, but if you could listen to Tim Cook during the earning webcast today, he indiciated indirectly that Greater China is still a challenge and remains as a challenge for this year. He sounded pessimistic and not confident at all.
Some days ago, Ming-Chi Kuo claimed that iPhone sales will decrease in 2024. And he seems to be right.
About AI: LLMs (Large Language Models) are called like that because they are large.
Large means that these models have billions of parameters and require plenty of Gigabytes or TB for running the models.
But LLMs have nothing to do with smartphones, because mobile phone´s memory is not large enough to run those LLMs.
The video memory is too limited.
What AAPL tries to do with iOS 18 is nothing, but what Google Pixel phones already have which is dedicated Machine Learning hardware and ML models that run on the phones to do things like real time transribing, image recognition etc.
It sounds really crazy and maybe ridiculous to others, but maybe, it is about time to replace Tim Cook, because we are basically in a very early phase to break into another innovative world from Mobile (PC --> Mobile --> ?? AI maybe?).
I am not saying that Tim Cook is a poor CEO. He is an excellent operator, but the times, which allowed an excellent operator to run an excellent company, seem to be over.
Now comes the time, where a pure innovation is required. AAPL needs to drive it.
-
Apple's $119B Q1 2024 revenue a bounce back from 2023 dip
Stabitha_Christie said:Massiveattack87 said:I told you that the stock will tank after their earnings out.
AAPL will underperform in this year.
This is the moment where AAPL shareholders get jelly at META (+12%!!!) and AMZN (+6%!!!!).
so what you are saying is that you wrong when you said it would “tank”?
It does not matter.
AAPL will underperform in this year.
Tim Cook indicated weak iPhone sales for this year during the earning webcast.
For fiscal Q4 2024, Meta earned $5.33 per share, an increase of 202.8% from $1.76 per share a year ago.
Revenue grew 24.65% to $40.1 billion from $32.17 billion a year ago.
Compare that to Apple's 2.05% revenue growth and EPS growth of 15.96% ($2.18 vs $1.88 a year ago).
I don´t know where those similar performances should come from at AAPL.
I do not see any significant improvement from AAPL for this year.
Among "Magnifcant Seven", TSLA and AAPL seem to be the biggest losers in this year.