Apple

Gene and Andrew talk about Apple’s VR ambitions following a recent media report highlighting a headset is in development.

Gene and Andrew talk about the recent moves higher in TSLA, along with their outlook. Two takeaways: first, Apple adds near-term risk to TSLA stock, which means trading shares for the next year is dangerous. Long-term, they remain optimistic that…

Apple’s addition of services to its world-class combination of hardware and software has been a success by almost any measure. We expect continued growth in the Services segment, fueled by increased adoption and the introduction of new services that may…

Gene details Loup’s prediction that AAPL will be the top-performing FAANG stock in 2021, along with ranking AMZN, GOOG, FB, and NFLX.

For the past two years, 2019 and 2020, we’ve correctly predicted Apple would be the top performing FAANG stock. Here are the results from 2020: Predicting a three-peat We’ve recently made the prediction that Apple will once again be the…

Gene is joined by Apple and mobility legend, Horace Dediu, to talk about the bigger opportunity beyond Apple car: Apple transportation.

Over the last few years, we’ve made a dangerous habit of offering a few predictions for the year ahead. Here’s what we’re anticipating in 2021: 1. Apple will be the top-performing FAANG stock in 2021. This is the third consecutive…

Loup’s 2021 predictions are in. Our headline prediction is that Apple will be the top-performing FAANG stock in 2021. This is founded on the four factors below. Putting it together, we believe shares of AAPL will approach $200 (46% upside…

Gene and Doug believe Apple will eventually enter the auto space, which would expand the company’s addressable market by $2T. The timing and go-to-market approach is up for debate.

Reuters recently reported that Apple aims to produce a passenger car by 2024, grounded in proprietary battery technology. While the timing of an Apple car or a software licensing approach for traditional automakers is hard to predict, we continue to believe it’s…

Reuters recently reported that Apple aims to produce a passenger car by 2024, grounded in proprietary battery technology. While the timing of an Apple car or a software licensing approach for traditional automakers is hard to predict, we continue to believe it’s…

Gene and former Intel chip engineer, Zheng Li, discuss why Apple’s M1 lays the groundwork for what has been elusive until now for the Mac business: long-term market share gains.