DooDiligence Posted December 3, 2020 Share Posted December 3, 2020 Good read on some of the design reasons why the M1 crushes AMD and Intel: https://erik-engheim.medium.com/why-is-apples-m1-chip-so-fast-3262b158cba2 Crap. Now I wish I'd never sold my Apple shares. The BRK stake should do very well over the next decade. Maybe the old guy really does understand tech? The advantages of end to end design. --- Big improvements for gamers, not completely there yet (32bit) but... www.reddit.com/r/macgaming/comments/jwa1gj/25_mac_games_tested_under_apple_m1_video/ Link to comment Share on other sites More sharing options...
rkbabang Posted December 7, 2020 Share Posted December 7, 2020 Apple Preps Next Mac Chips With Aim to Outclass Top-End PCs https://www.bloomberg.com/news/articles/2020-12-07/apple-preps-next-mac-chips-with-aim-to-outclass-highest-end-pcs Link to comment Share on other sites More sharing options...
Peregrine Posted December 7, 2020 Share Posted December 7, 2020 I don't think the switching to the ARM-architecture chip is as simple as it appears. Plenty of reports of software applications that aren't compatible or drain battery life using the new M1 Macbooks: https://www.techradar.com/news/apples-m1-chipset-could-have-some-major-compatibility-issues Link to comment Share on other sites More sharing options...
longterminvestor Posted December 8, 2020 Share Posted December 8, 2020 Bloomberg reports on Apple Chips. This is going to be a significant boost to Apple and help support valuation. Apple_AAPL_Preps_Next_Mac_Chips_With_Aim_to_Outclass_Highest-End_PCs_-_Bloomberg.pdf Link to comment Share on other sites More sharing options...
Liberty Posted December 8, 2020 Share Posted December 8, 2020 New over-the-ears headphones: https://www.apple.com/airpods-max/ Link to comment Share on other sites More sharing options...
Liberty Posted December 12, 2020 Share Posted December 12, 2020 Good video with a bunch of context on Apple's custom ARM chips and the M1: Link to comment Share on other sites More sharing options...
fareastwarriors Posted December 22, 2020 Share Posted December 22, 2020 Apple targets car production by 2024 and eyes 'next level' battery technology - sources https://www.reuters.com/article/businessNews/idUSKBN28V2PY Link to comment Share on other sites More sharing options...
beerbaron Posted December 22, 2020 Share Posted December 22, 2020 Apple targets car production by 2024 and eyes 'next level' battery technology - sources https://www.reuters.com/article/businessNews/idUSKBN28V2PY "Breakthrough"... anybody has a patent to disclose? BeerBaron Link to comment Share on other sites More sharing options...
rkbabang Posted February 1, 2021 Share Posted February 1, 2021 The largest public company on Earth with a market cap in the trillions of dollars grew revenue by 21% and earnings per share by 35% and it is just such an uneventful and expected thing that no one even bothers posting about it. What a time we live in. https://www.apple.com/newsroom/2021/01/apple-reports-first-quarter-results/ Link to comment Share on other sites More sharing options...
fareastwarriors Posted February 1, 2021 Share Posted February 1, 2021 The largest public company on Earth with a market cap in the trillions of dollars grew revenue by 21% and earnings per share by 35% and it is just such an uneventful and expected thing that no one even bothers posting about it. What a time we live in. https://www.apple.com/newsroom/2021/01/apple-reports-first-quarter-results/ That was what I thinking when Apple released those monster results! We were just too distracted with $GME. It's certainly more entertaining than old fashion stuff like revenue and profits. Link to comment Share on other sites More sharing options...
John Hjorth Posted February 1, 2021 Share Posted February 1, 2021 The largest public company on Earth with a market cap in the trillions of dollars grew revenue by 21% and earnings per share by 35% and it is just such an uneventful and expected thing that no one even bothers posting about it. What a time we live in. https://www.apple.com/newsroom/2021/01/apple-reports-first-quarter-results/ You're right, rkbabang, The numbers are simply breathtaking! Some days I wonder if the dailyday language will eventually make & take a shift : "I'll iphone you tomorrow", just like "I'm hoovering the carpets." [in stead of "I'm vacuum cleaning the carpets."] ! Link to comment Share on other sites More sharing options...
boilermaker75 Posted February 1, 2021 Share Posted February 1, 2021 The largest public company on Earth with a market cap in the trillions of dollars grew revenue by 21% and earnings per share by 35% and it is just such an uneventful and expected thing that no one even bothers posting about it. What a time we live in. https://www.apple.com/newsroom/2021/01/apple-reports-first-quarter-results/ You're right, rkbabang, The numbers are simply breathtaking! Some days I wonder if the dailyday language will eventually make & take a shift : "I'll iphone you tomorrow", just like "I'm hoovering the carpets." [in stead of "I'm vacuum cleaning the carpets."] ! And the stock was down after that earnings announcement! Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted February 1, 2021 Share Posted February 1, 2021 The largest public company on Earth with a market cap in the trillions of dollars grew revenue by 21% and earnings per share by 35% and it is just such an uneventful and expected thing that no one even bothers posting about it. What a time we live in. https://www.apple.com/newsroom/2021/01/apple-reports-first-quarter-results/ That was what I thinking when Apple released those monster results! We were just too distracted with $GME. It's certainly more entertaining than old fashion stuff like revenue and profits. probably because holiday season earnings are ALWAYS significantly higher than other quarters which is what the +35% was? Compared to 2019, net income this quarter is 10% higher YoY. 10% is good, but occurred in an environment of trillions in direct stimulus to consumers. And while earnings are up 10%, the stock is up ~100% over the same period of time. Hard to get excited about that going forward. Link to comment Share on other sites More sharing options...
Liberty Posted February 1, 2021 Share Posted February 1, 2021 https://sixcolors.com/post/2021/01/apple-in-2020-the-six-colors-report-card/ Link to comment Share on other sites More sharing options...
fareastwarriors Posted February 1, 2021 Share Posted February 1, 2021 The largest public company on Earth with a market cap in the trillions of dollars grew revenue by 21% and earnings per share by 35% and it is just such an uneventful and expected thing that no one even bothers posting about it. What a time we live in. https://www.apple.com/newsroom/2021/01/apple-reports-first-quarter-results/ That was what I thinking when Apple released those monster results! We were just too distracted with $GME. It's certainly more entertaining than old fashion stuff like revenue and profits. probably because holiday season earnings are ALWAYS significantly higher than other quarters which is what the +35% was? Compared to 2019, net income this quarter is 10% higher YoY. 10% is good, but occurred in an environment of trillions in direct stimulus to consumers. And while earnings are up 10%, the stock is up ~100% over the same period of time. Hard to get excited about that going forward. True, the stock has ran up So much in past year or so. But their ability to still have growth given their large numbers is still remarkable to me. Maybe that 5G "supercycle" is real. Hold. Link to comment Share on other sites More sharing options...
insight Posted February 1, 2021 Share Posted February 1, 2021 The largest public company on Earth with a market cap in the trillions of dollars grew revenue by 21% and earnings per share by 35% and it is just such an uneventful and expected thing that no one even bothers posting about it. What a time we live in. https://www.apple.com/newsroom/2021/01/apple-reports-first-quarter-results/ That was what I thinking when Apple released those monster results! We were just too distracted with $GME. It's certainly more entertaining than old fashion stuff like revenue and profits. probably because holiday season earnings are ALWAYS significantly higher than other quarters which is what the +35% was? Compared to 2019, net income this quarter is 10% higher YoY. 10% is good, but occurred in an environment of trillions in direct stimulus to consumers. And while earnings are up 10%, the stock is up ~100% over the same period of time. Hard to get excited about that going forward. Actually the +35% was EPS growth for the quarter YoY ($1.7 versus $1.26). Not bad! ;) Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted February 1, 2021 Share Posted February 1, 2021 The largest public company on Earth with a market cap in the trillions of dollars grew revenue by 21% and earnings per share by 35% and it is just such an uneventful and expected thing that no one even bothers posting about it. What a time we live in. https://www.apple.com/newsroom/2021/01/apple-reports-first-quarter-results/ That was what I thinking when Apple released those monster results! We were just too distracted with $GME. It's certainly more entertaining than old fashion stuff like revenue and profits. probably because holiday season earnings are ALWAYS significantly higher than other quarters which is what the +35% was? Compared to 2019, net income this quarter is 10% higher YoY. 10% is good, but occurred in an environment of trillions in direct stimulus to consumers. And while earnings are up 10%, the stock is up ~100% over the same period of time. Hard to get excited about that going forward. Actually the +35% was EPS growth for the quarter YoY ($1.7 versus $1.26). Not bad! ;) My bad. I saw in the press release it mentioned "quarterly earnings per diluted share up 35% which made me think it was QoQ. I went to their 10Qs to confirm and whatever calc I did suggested the 10% I posted, but I'm rechecking now and do see it's ~30% YoY. Who knows how I messed it up, but it does seem I was wrong. Link to comment Share on other sites More sharing options...
Xerxes Posted February 4, 2021 Share Posted February 4, 2021 CNBC had a piece few hours ago about Apple about to sign off with KIA / Hyundai for an autonomous/electrical car Link to comment Share on other sites More sharing options...
fareastwarriors Posted February 4, 2021 Share Posted February 4, 2021 CNBC had a piece few hours ago about Apple about to sign off with KIA / Hyundai for an autonomous/electrical car https://www.cnbc.com/2021/02/03/apple-and-hyundai-kia-driving-towards-deal-on-apple-car.html Link to comment Share on other sites More sharing options...
Liberty Posted February 9, 2021 Share Posted February 9, 2021 Very interesting read. Long, but thought-provoking: https://www.matthewball.vc/all/applemetaverse Link to comment Share on other sites More sharing options...
LC Posted February 9, 2021 Share Posted February 9, 2021 Very interesting read. Long, but thought-provoking: https://www.matthewball.vc/all/applemetaverse Great article, thanks for finding &posting. Link to comment Share on other sites More sharing options...
Liberty Posted February 10, 2021 Share Posted February 10, 2021 Very interesting read. Long, but thought-provoking: https://www.matthewball.vc/all/applemetaverse Great article, thanks for finding &posting. Glad you enjoyed it. It's very unflinching, tough but fair. I'm publishing a bit of commentary on it in my NL tomorrow. Link to comment Share on other sites More sharing options...
Liberty Posted February 10, 2021 Share Posted February 10, 2021 https://asia.nikkei.com/Business/Technology/Apple-partners-with-TSMC-to-develop-ultra-advanced-displays Link to comment Share on other sites More sharing options...
compoundinglife Posted February 10, 2021 Share Posted February 10, 2021 Very interesting read. Long, but thought-provoking: https://www.matthewball.vc/all/applemetaverse Good piece. Reminds me of the John Gilmore quote "The Net interprets censorship as damage and routes around it". I think eventually the same will happen here and Apple will adapt or not. Link to comment Share on other sites More sharing options...
Jurgis Posted February 10, 2021 Share Posted February 10, 2021 Very interesting read. Long, but thought-provoking: https://www.matthewball.vc/all/applemetaverse Good piece. Reminds me of the John Gilmore quote "The Net interprets censorship as damage and routes around it". I think eventually the same will happen here and Apple will adapt or not. IMO that quote has not been true for quite a time now. :-\ Link to comment Share on other sites More sharing options...
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