cg27

Excellent summary.  It lays out in detail what many of us here have known and sensed all along.  As in chess Apple thinks many more moves ahead than the rest of the industry.

Long term investors (rather than short term speculators / interlopers) will continue to be rewarded, and will ride out the inevitable noise.

The time to worry is if/when Warren Buffet / Berkshire pull out with their massive holdings and cause a domino effect.

We ain’t seen nothin’ yet, Apple’s just getting started on delivering secure synergies.  Wait til people wake up about home privacy and switch to Apple for HomeKit and HomePod (yup, future versions) rather than Ring/Amazon and Nest/Google.  I for one keep patiently waiting for the right HomeKit security devices, and 2020 seems to be the year.  CES should have some good surprises.  The 14” MBP will be phenomenal.  Whether or not 5G is more sizzle than steak remains to be seen, but either way Apple will be riding a multi-year super cycle.  There’s no “law” that precludes $2T.  Hoping for a 3 for 1 split this year, which helps psychologically.  Only concern is consumer fatigue, today’s Apple products are so good and last so long that it gets harder to justify upgrades.

At first glimpse Jony looks like a Fencer.

I like the portrait, it has a surreal, illusory effect.

Yes, that was my initial reaction, but Nah, I’m sticking with Craig needing a break from an all nighter, jamming to Digital Man and Analog Kid on his 3rd gen prototype air pods, escaping to the basement.