A Conference on the Business of Apple Tue, 10 June 2025 Day after #WWDC #ACTIVE2025 @Apple $AAPL ...𝘯𝘰𝘵 𝘢𝘧𝘧𝘪𝘭𝘪𝘢𝘵𝘦𝘥 𝘸𝘪𝘵𝘩 𝘈𝘱𝘱𝘭𝘦 𝘐𝘯𝘤...
Boston, MA
Joined August 2024
- Tweets213
- Following121
- Followers153
- Likes276
Pinned Tweet
Worried about your $AAPL holdings?
Join us at ACTIVE: The Apple Investor Conference, for the comprehensive independent review of Apple as a business. → ACTIVE2025.com
Featuring
Horace Dediu,
@BenBajarin,
@JayGoldberg,
Philip Elmer-Dewitt.
ACTIVE: The Apple Investor Conference (WWiC) retweeted
Asymco Office Hours Duo: Boston: Friday, 18 Sep 2026
I look at phones, so you don't have to.
asymco.com/2026/09/16/asymco…
ACTIVE: The Apple Investor Conference (WWiC) retweeted
Join me TONIGHT for Asymco Office Hours Duo: In Person & Remote
Broadcast from Downtown Sunnyvale: 4pm PST.
Register at: asymco.com/live
ACTIVE: The Apple Investor Conference (WWiC) retweeted
Apple reports 2026 Q3 Earnings at 4:30pm today.
$AAPL's market cap touched $5T this week, 5x what it was just 8y ago. Still, half of Wall Street doesn't buy it.
What to do? Analysis in 9 Q&As ↓↓↓
ACTIVE: The Apple Investor Conference (WWiC) retweeted
Why iPhones prices don’t change:
Exponential increase in performance at a flat price.
Is the formula about to change?
asymco.com/2026/06/25/why-ip…
ACTIVE: The Apple Investor Conference (WWiC) retweeted
I will be answering questions about Apple Live on Tuesday June 9, one day after WWDC keynote. Reply with your questions. Sign up to watch me live at asymco.com/live.
ACTIVE: The Apple Investor Conference (WWiC) retweeted
Is a Crash Coming?
Today perhaps we should ask if a bubble is forming due to exuberance around AI which is inflating the market in unsustainable ways.
ACTIVE: The Apple Investor Conference (WWiC) retweeted
New data from Finnish national car inspection authority (Traficom). All new cars are exempt from inspection until their 4th year. 2021 model year EVs are finally up for first inspection. Here are the failure rates:
VW ID.4: 5.4%
Škoda Enyaq: 7.8%
Tesla Model 3: 58.7%
Tesla Model Y: 62.7%
Average EV: 23%
Worst ICE (Dacia Duster): 23%
ACTIVE: The Apple Investor Conference (WWiC) retweeted
Will the ascension of John Ternus to CEO, lower the criticism from the perennial Apple haters and critics?
asymco.com/2026/05/04/big-sh…
ACTIVE: The Apple Investor Conference (WWiC) retweeted
Why is Apple’s R&D run rate suddenly $40 billion / year?
asymco.com/2026/05/04/why-is…
ACTIVE: The Apple Investor Conference (WWiC) retweeted
Up 51% since I was there. I may be good luck. 😂
ACTIVE: The Apple Investor Conference (WWiC) retweeted
Asymco Office Hours Live Q&A with Horace Dediu of @Asymco:
April 8, 2026 at 12pm ET / 9am PT.
We are elated to have @munster_gene join our Live Q&A.
Asymco One subscribers can sign up to attend the live Q&A and ask questions.
We are now opening the registration to non-subscribers to watch live.
Recording & transcripts will be available to Asymco One subscribers, shortly after.
Join Us!
asymco.com/2026/04/07/asymco…
ACTIVE: The Apple Investor Conference (WWiC) retweeted
On AI & Apple → asymco.com
ACTIVE: The Apple Investor Conference (WWiC) retweeted
Join us for a Live Apple Q&A with @Asymco's Horace Dediu & @BenBajarin.
Wed March 4 at 3pm ET / 12pm PT → asymco.com/live
Have Questions? Repost & comment below!
ACTIVE: The Apple Investor Conference (WWiC) retweeted
To the whole discussion spurred by the Morgan Stanley note today that $NVDA is underheld by institutions. The realiity is there still uncomfortable-ness with the volatility that comes with high retail ownership. NVIDIA needs to prove to be stable.
ACTIVE: The Apple Investor Conference (WWiC) retweeted
We shall now continually refer to TSMC’s demand as robust.
One of these is not like the others.
World’s Largest Market Cap vs P/E Ratio
mastodon.social/@asymco/1148…
