AAPL and Apple

Is AMZN Kindle still for sale?

Demand for the Vision Pro will exceed supply for 2-3 years.

It could add $17 billion to Apple’s revenue next year if it can manage to build 5 million of them, and less than that if it can’t.

:money_mouth_face:

In social media, plenty of guesses as to what and when killer apps for Vision Pro would be out. My guess is live streaming :slight_smile: of all kinds e.g. concerts, MMA fights, sports, traveling, etc.

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Her top five use cases:

  1. Immersive movie experience… One Pro + other SE?
  2. VR robotics integration e.g. remote robotic surgery. What about EV racing?
  3. Executives meeting (for now)… interoperability amongst FaceTime, Teams, Zoom and Webex.
  4. Human-computer integration… replace all computers and cell phones in the future
  5. Simulated dating experience… dating with your AI generated personality (@manch, not porn :slight_smile: )

Perhaps, use case 5 is the killer apps? Why limit to dating? Can do for other social activities, interviews, coaching and training.

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Bull market continues to :rocket:
AAPL makes another new ATH. Still some bloggers think AAPL is overvalued :roll_eyes: using P/E instead of using discounted free cash flow. P/E is really a sentiment metric, high means investors are optimistic about company future.

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Hollywood gets it.

AAPL hits ATH intraday $186.52, closing ATH $186.01 :grinning:

Today MSFT joins AAPL NVDA ORCL in making new ATH.

In 2007, Steve Jobs and Walt Mossberg talk about Vision Pro.

https://twitter.com/LinusEkenstam/status/1669665345416601601?s=20

ā€œOpposing restraintsā€ = headphones are only immersive for sound.
Vision Pro is immersive for both visual and sound :+1:

Is the pattern below a rounding bottom or a double bottom? Either way is bullish. Ofc, pattern can fail.

Below is my preferred EW count… expect wave iv.(c) to start next week… so long didn’t decline below $175, I believe is the correct count.

Both targets of the rounding bottom and EW count are around $230-$250 before a significant pull back. What could be the fundamentals driving this rally? Or just melt-up with the market? Better than expected financial performance for Jul quarter? Some leaks about the progress on Vision Pro or potential killer apps for Vision Pro?

:+1:

iPhone is an aspiring :grinning: phone.

Future prospect of AAPL is excellent. WS got it.

Today AAPL made a new ATH $187.04 and a new closing ATH $187…
Screen Shot 2023-06-22 at 3.40.58 PM

Updated EW count. Slightly different count for sub-waves of wave v. Target for wave 3 remains at ~$195-200; and for wave 5 ~$230-$250.

Interview of Oculus founder, Palmer Luckey

How is Zuck going to make wearing his googles hip?

I expect Zuck would follow Apple to move the battery out of the Meta Quest. Having the battery + processing on the headset may look cool but limit how small it (headset) can be shrunk.

People said the same about iPhone before the AppStore. It was just an iPod that could make phone calls and text. Even people at Apple thought the market was smaller than the iPod market. I think the top selling iPod was 20M units a year at the time. The all-in-one flatscreen iMac was the highest revenue product.

The key is the developer community. Someone will develop the killer app for it. It’s impossible not to with that much hardware power.

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I don’t find the strapping something big on my face for long periods a great experience. Maybe for gaming or some medical or simulation type uses it’s good.

If it turns out something different from what I think, great for Apple.

We’ll find out…

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Do you have an iPhone? If yes, which version is your first iPhone? I queue up for hours to get the first version of iPhone (bulky no-keyboard expensive not 3G iPhone 2G :grinning: ) ).

Really? I’ve never queued up to buy anything. Not even RE purchases.

If Apple does well with VR/AR, good for it and its investors. I also own Apple stock for a decade, so good for me is VR is as good as an iPhone.

Don’t own an iPhone?

Another new ATH $188.39 and closing ATH $188.06.
Market cap $2.96T (even though make new ATH but still not $3T because of share buyback).

AAPL is in secular (multi-year) bull trend