Latest ideas and analyses related to Mac

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AAPL

+5 pts



This was a great piece of research for sure. I will try to post my research too. Thank you very much for sharing. I look...

By uniqueerique on Oct. 21, 2021, 6:42 a.m.
Tagged topics: AirPods , Mac , big tech , Needham , free publicity

Views: 2, Votes: 1, Responses: 0, Attachments: 0
AAPL

+5 pts



This was a great piece of research for sure. I will try to post my research too. Thank you very much for sharing. I look...

By uniqueerique on Oct. 21, 2021, 6:40 a.m.
Tagged topics: Mac , GPU , Oppenheimer , M1 Chip

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AAPL

+5 pts



This was a great piece of research for sure. I will try to post my research too. Thank you very much for sharing. I look...

By uniqueerique on Oct. 21, 2021, 6:34 a.m.
Tagged topics: Mac , GPU , Oppenheimer , M1 Chip

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AAPL

+11 pts



Apple is a great company with a still wide range of very good products, I agree that margins benefit from lower marketing expenses due to...

By javiersb7 on Oct. 20, 2021, 4:54 a.m.
Tagged topics: AirPods , Mac , big tech , Needham , chip shortage , Apple fans , free publicity , Earnings delivery

Views: 1, Votes: 2, Responses: 0, Attachments: 0
AAPL

+42 pts



$AAPL - Needham says Apple's margins are so high because it benefits from enormous free publicity

By phenphen on Oct. 19, 2021, 12:54 p.m.
Tagged topics: AirPods , Mac , big tech , Needham , free publicity

Views: 239, Votes: 5, Responses: 2, Attachments: 2
AAPL

+38 pts



$AAPL - Apple Silicon Resetting The Bar for Portable Computing, Again

By bbern3 on Oct. 19, 2021, 11:36 a.m.
Tagged topics: Mac , GPU , Oppenheimer , M1 Chip

Views: 61, Votes: 1, Responses: 2, Attachments: 2
AAPL , INTC

+30 pts



$AAPL - Raymond James estimates Apple saves $2.5 billion annually by moving to internally developed silicon for Macs

By bbern3 on Nov. 13, 2020, 12:12 a.m.
Tagged topics: cost savings , Mac , silicon , lost revenues

Views: 101, Votes: 2, Responses: 0, Attachments: 2
AAPL

+32 pts



$AAPL - Oppenheimer says transition to Apple Silicon will outperform PCs in next 5 years, better integrate with iOS, and lead to a sticker user base

By bbern3 on Nov. 11, 2020, 12:11 a.m.
Tagged topics: Mac , ecosystem lock-in , silicon

Views: 109, Votes: 5, Responses: 0, Attachments: 2
AAPL , INTC , QCOM

+31 pts



$AAPL, $INTC - Raymond James expects Apple's transition to its own silicon will cost Intel $3-4bn in annual revenue

By josiebe on Nov. 10, 2020, 6:02 p.m.
Tagged topics: Mac , silicon , product launch , processor

Views: 108, Votes: 2, Responses: 0, Attachments: 3
AAPL

+31 pts



Street too optimistic on Dec 15 tariff deadline?

By josiebe on Dec. 12, 2019, 7:20 p.m.
Tagged topics: tariff , iPhone , iPad , Mac

Views: 221, Votes: 1, Responses: 0, Attachments: 0
AAPL , Tech Hardware

+35 pts



List 4 has undeniable downside risk for AAPL

By puckerman17 on Aug. 20, 2019, 6:44 a.m.
Tagged topics: List 4 , iPhone , iPad , Mac

Views: 101, Votes: 4, Responses: 0, Attachments: 0