He also reiterated his view that Apple CEO Tim Cook has indeed been innovative, pointing to the success of Appleās AirPods and the emerging popularity of the Apple Watch, not to mention the growth the tech giant has seen in recent quarters in its services business.
ā¦ whether large tech companies are making potentially anticompetitive acquisitions of nascent or potential competitors that fall below HSR filing thresholds and therefore do not need to be reported to the antitrust agencies.ā
Affected MAGA F:
Alphabet (ticker: GOOGL), Amazon.com (AMZN), Apple (AAPL), Facebook (FB) and Microsoft (MSFT)
These companies are truly the pride of America. My boss once equated Facebook to a weekend project of a computer science student to share photos and comments (not the first one though - InfoSpace, Orkut, etc came before it just as google was not the first search engine). It is amazing how a simple idea has become a money-minting machine and connected so many people across the world.
Amazon, Microsoft, and Apple are truly are the giant sophisticated machines.
ā¦ the same analyst predicts that Apple Pay will grow to 10% of all credit card payments by 2025.
Bernstein analysts also note that theoretically, Apple could end up competing with the likes of Visa and MasterCard with its own payments network, thatās unlikely to happen anytime soon.
@manch Hurry up if you still didnāt own AAPL. So far, @wuqijun@Jil@caiguycaiguy have AAPLs in their portfolio. One stock for all: smart devices, fintech, EV/AV, streaming music/ videos, computers, cloud apps, cloud storage, semi, AI/ML, wearables, home tech, healthcare, ā¦
I have added AAPL when it just dipped to $309, but that is not a main source/role as my gains from RUN (2.5%), TEVA (2.5%) and other stocks are too good. On any case, I just hold AAPL, MSFT at same 2.5%.
This is tiny, WB reduced AAPL exposure from 5.59% to 5.509% by selling his 1.5% which may be the result of dividend reinvestment and AAPL share buyback increased his stake. He always prefer to keep it less than 5% to avoid immediate sec compliance.
āEven if they get a 50 per cent capacity [reduction], the impact is not ā¦ as bad as people worry. Because they do tend to catch up over time, with working hours,ā Shum said. āāIf I am Apple, I am not going to lose my sleep just yet.ā