The Compound Moat: Why Apple’s AI Lead Is Wider Than Reported
The story is that Apple is losing the AI race. Look at what ships, how fast, and into what, and its lead is wider than reported.
Apple’s India Strategy: Outsmarting Short-Term Skeptics
The latest news reports suggest Apple intends to source US phone supply in India to reduce tariff effects. Naturally, this news has attracted negative analyst coverage. The most bearish says it probably won’t work well. Earlier that week, he had cut his stock price target to the lowest of all analysts. Is he right, or missing the big picture?
The iPhone Tariff Problem: Why It’s Time for a Smarter Approach
The market assumed Apple was in trouble with tariffs. At one point this week, it closed as low as $172 per share, a 33 percent drop from its peak close. That price drop is building in massive pessimism around the business. Here is why that doomsday view is overdone.
The secret of Apple’s success
Apple has been incredibly successful, by any measure, over the last decade. Yet, everyday some analyst or pundit questions their strategy and predicts their imminent demise.
Why Are Facts Irrelevant To Online Analysts?
The internet is awash with data, which is poorly analysed and is presented as insight. Facts may be elusive online if you are not careful
Why Was The New iPhone Delayed?
Why was the new iPhone delayed? Was the delay driven by a series of tactical circumstances, or reflective of a deeper strategic perspective at play?