Companies

In May, we wrote that the fear of tariffs was leading investors to make false predictions, causing distortion to the financial markets. We suggested taking the approach of sober analysis based on what is known rather than speculation. At the…

As one of the world’s leading enablers of technology addiction, Apple also walks the fine line of helping to curb it. Features like Screen time, Downtime, Quiet Hours, App Limits, and Do Not Disturb represent Apple’s efforts to equip customers…

Ember Mug | $99 | Keep your coffee warm – solve a 500-year-old problem. Byta Bottle | $31 | Our favorite water bottle; and a small way to combat the problem with recycling. Nike Epic React Flyknit 2 | $99 | Loup…

Cybertruck is two years away but will eventually be additive to overall Tesla unit sales, given it appeals to two sub-segments of the pickup and SUV markets. That said, the product misses the core truck buyer. Our takeaways: The Cybertruck’s…

That’s the latest in the debate on free speech and social media platforms. Facebook has said it will not censor ads from legitimate political candidates, meaning candidates are free to lie in their Facebook ads. Facebook’s decision has led to…

Shares of NVDA were down 1% after hours following the company’s October quarter report. It’s worth noting, in the past three months shares are up 37%. We remain long-term positive on the Nvidia story given the company’s 3-5 year opportunity…

Investing in Nvidia has been a rollercoaster. We believe revenue growth will reaccelerate over the next 12 months to 30% plus after being down an average of 17% over the past three quarters. The company is entering a year of…

We’ve written before about our thoughts on AirPods and “hearables” — ear-worn wearables for audio augmented reality: We believe audio as a UI is a key enabler of AR technology. AirPods may not be perfect, but they’ll get better, smarter,…

Apple reported September results slightly ahead of expectations and effectively guided Dec-19 revenue 2% above the Street. These results continue to be impressive for the second straight quarter, given the company’s China, macroeconomic, and competitive headwinds. Similar to last quarter,…

Apple’s release of AirPods Pro signals the company’s grander ambitions for the AirPods family, beyond maintaining its position as the best-selling Bluetooth headset. AirPods Pro “transparency mode” adds to features like “Hey Siri” and “magic” device pairing to create a…

Tesla reported third-quarter earnings with a positive surprise related to profitability, while revenue was essentially in line with expectations. Shares are trading up nearly 20% in the aftermarket as investors re-evaluate Tesla’s long-term risk factor related to the company running…

In September, Tesla released its latest software update Version 10.0. The most notable new feature, Smart Summon, allows Tesla owners who have purchased Full Self-Driving (FSD) or Enhanced Autopilot to request their vehicles to self-navigate a driveway or parking lot…