Per PED: Bring out the gimp

Here comes the narrative battle between buy and sell side. 🍿

Go home Nikkei. Your* drunk

From PED Tim Apple has told us time and time again that predicting Apple’s moves via production maneuvers is a fruitless (pun intended) endeavor. There are new AirPods coming. PS – AirPods are so 2020. It’s all about AirTags now. I expect gross margin on AirTags to be close to 80%. And I think theyContinue reading “Go home Nikkei. Your* drunk”