"There’s never been a semiconductor boom that’s not followed by a semiconductor bust. Never. And they know it."
Read More Horace Dediu: How Apple can turn the memory crisis to its advantage
"There’s never been a semiconductor boom that’s not followed by a semiconductor bust. Never. And they know it."
Read More Horace Dediu: How Apple can turn the memory crisis to its advantage
21 hours ago"Why would you buy a $349 iPad and a $249 keyboard when you can just get a MacBook Neo – with double the storage?"
22 hours ago"The second mouse often gets the cheese." — Analyst Richard Kramer
"And then Steve burst into tears."
Read More Excerpt from Geoffrey Cain's 'Steve Jobs in Exile'
"Mark Gurman claims Apple dissolved the Vision Products Group in 2025, but that contradicts the fact that this group is still active and hiring new employees as of April 27 2026." —Asymco's Horace Dediu
Read More Mark Gurman: I'm right and Horace Dediu is wrong about Apple Vision Pro
New MacMini, MacStudio, Apple TV, HomePod Mini and iMac in addition to Siri 2.0 and the OS 27 family.
Read More YouTuber Vadim Yuryev anticipates a ton of new hardware at WWDC26
A place for Apple traders and investors to share their best ideas.
Read More This week's Apple trading strategies (5/11-5/15/26)
"I’m confident they’ll never truly launch." — The Verge's Dominic Preston
Read More This robot vacuum maker's wannabe iPhone sucks (video)
“Good artists copy, great artists steal.” But what if they botch the robbery?
6 Comments