Earnings Analysis

Grownups Are In Charge. Hopefully.

AI - But Not Yet

Growth Up, Margins Up, All Good Here

More GPUs, More Data, More DDOG

What’s Not In A Name?

When Is A 1,2 Not A 1,2 ?

Make Santa Clara Great Again. Someone. Anyone!

Looking better on all fundamentals; stock has yet to reflect this in full.

Order book growth accelerating, revenue growth holding steady, cashflow margins up. What's not to like?

$AAPL looks like a superb port in the current storm.