"My initial impression is that Apple Upgrade could help power the company’s next trillion."
A place for Apple traders and investors to share their best ideas.
"For Ellison, it was the capstone of a mad two-year scramble to transform Oracle into an A.I. juggernaut."
Read More NYT: The day Trump put Larry Ellison in charge of AI
“This AI thing better work out because if it doesn’t ... we’re going to have a problem.” — Apollo Global Management's Torsten Slok
"Oh it's a review of you... Apparently you are the finest desktop PC on the market at any price."
Read More Saturday Apple video: Wall St. Journal (Get a Mac 2006)
Among the reported donors for various Trump projects: Softbank ($50 million), Meta ($32 million), Microsoft ($10 million), Amazon ($5 million).
The videos that caught my eye. More as they come in.
Read More Apple's mixed Q3 2026: What the talking heads are saying
The independents this quarter gave a drubbing to the handful of professional analysts who are still willing to play.













12 Comments