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Apple
Gene Munster
Loup’s 2021 Tech Predictions
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…
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Amazon
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Apple
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Future
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Google
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Meta
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Tesla
Gene Munster
Predicting AAPL as Top-Performing FAANG in 2021
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…
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Apple
Gene Munster, Doug Clinton
Loup TV 040: Apple Car 101
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.
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Apple
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Deepwater TV
Gene Munster
Tesla’s First Real Competitor: Apple Car?
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…
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Apple
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Tesla
Gene Munster, Andrew Murphy
Apple Car Is on the Roadmap
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…
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Apple
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Tesla
Gene Munster, Zheng Li
Loup TV 039: Apple’s M1 Chip Advantage From an Insider
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.
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Apple
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Deepwater TV
,
Themes
Gene Munster, Andrew Murphy
Loup TV 038: Apple Fitness+ Has a Halo
Gene and Andrew compare Apple Fitness + to Peloton, and outline why the new service will create a halo with other Apple products.
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Apple
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Deepwater TV
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Themes
Gene Munster
AirPods Max and Fitness+ Strengthen Apple’s Ecosystem
Apple rounded out an improbably strong year of product releases with the announcement of AirPods Max and Apple Fitness+ availability. While individually these products won’t move the needle, they collectively strengthen the fabric of the company’s hardware, software, and services…
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Apple
Gene Munster, Andrew Murphy
Loup TV 035: Apple Events in the Future
Gene and Andrew outline why Apple does product events and discuss what the future of these events (content, location, and frequency) will look like in a world in which business travel is on the decline.
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Apple
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Deepwater TV
Gene Munster
Apple Inching Toward a 360° Bundle
Apple has a history of perfecting a playbook and then reapplying it to new parts of its business. Similar to the iPhone upgrade program, we believe, over time, Apple’s delightful hardware trade-in experience for Mac, iPad, and Watch will evolve…
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Apple
Gene Munster
Loup TV 031: Horace Dediu on Mac & iPad Growth Trajectory
Gene’s joined by legendary Apple analyst Horace Dediu from Asymco to discuss the sustainability of the recent surge in demand for Macs and iPads. Follow Horace on Twitter @asymco.
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Apple
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Deepwater TV
Loup Ventures
2020 Loup Holiday Gift Guide
Apple Watch SE | $279 | Everything you need in a wearable. Storage Containers | $11 | Organize all of your cables. Brrrn Board | $299 | Get a killer at-home workout. Branch Basics Starter Kit | $59 | Everything…
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Amazon
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Apple
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Gaming
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Tesla
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Wearables
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