While many of us have been invested in AAPL for a very long time, I'm sure there are some here that are newer to AAPL, say less than 5 years, and entirely in the post-2009 bull market.
It would be great to hear from some people that don't post very often, or have yet to post. The "recent" Apple is a whole different beast than the "beleaguered" Apple of the past.
Apple should become a Bank/Brokerage/Card Payment/Micro Payment system (VISA/MC/AMEX/Chase/BOA/GS) competitor, see AAPL services growth explode! Apple could buy FITB for about the cash they will generate in the next two quarters alone, even with a 20% premium.
Banking and Investment Brokering are two industry’s that are in need of dispersion. I cannot imagine it would take much for Apple to buyout Robinhood.com from the two twits that run it.
Apple will get knee deep in the healthcare industry, at least in regards to health care records management/medical data tracking for patient healthcare data (ECG, blood O2 levels, blood pressure, pulse rate, physical activity, and maybe by iWatch 8, insulin levels) direct to health care providers. Apple would only need to partner with 5 or 6 providers, Blue Cross, United Health, Aetna, CVS, Walgreens, and the US government boondoggle, Medicare and Medicaid. That pretty much covers 90% of the US!
Wasn’t it just last year during an interview, Tim Cook was asked “what Apple would best be remembered for in it’s legacy” Tim said “at the end of the day, we will be known for our contributions to health care”.
Apple is on the cusp of serious dispersion to the hearing aid, and perhaps vision correction industries. Airpod 3 Pro’s anybody? Apple Glass 2.0 for far/near sighted correction?
Apple will shake the semiconductor industry (Intel/AMD/Qualcomm) to it’s core with the M1X in-house semiconductor by mid 2021, quite possibly at 4nm!
Apple has a veritable lock on Taiwan Semiconductor’s 5nm wafers today (try to buy an AMD 5nm 5000 series CPU, or an AMD 6800 GPU, good luck with that).
Apple has bought virtually all of Taiwan Semiconductor’s 3nm production for the foreseeable future.
I do not think M2 will rear it’s head until mid 2022, due to the need for 3nm wafers, than can yield 250-300 Billion transistors vs the current M1 with 16 Billion transistors, which by my math could yield 16 core CPU, 16 core GPU, integrated 5G modem, and dare i say up tp 128GB unified memory all on Apple’s custom SOC. There might be enough left over for 2/4/8 Terabytes of storage. This fits in nicely with Tim’s 2 year transition plan from the June 2020 WWDC timeframe. I would expect the iMac Pro, and Mac Pro in Q4 2022, right before Intel becomes road kill. M2X?
Here is a good read...
www.hpcwire.com/2020/06/01/10nm-7nm-5nm-should-the-chip-nanometer-metric-be-replaced/“
The nanometer metric “is all but obsolete today,” they said, for not simultaneously accounting for logic, memory and packaging/integration technologies. What’s needed is to capturea a broader set of system-level performance indicators, connecting “the device technology advances to system-level benefits in a comprehensive fashion while acknowledging the synergy between various components.”
Apple has the team, and the synergy. No one else, not Dell, Lenovo, Intel, Qualcomm, AMD, and all the above rely on others for their operating systems, Android the freebie, and Microsoft the monopoly.
In the next two years Apple will integrate as much as humanely and technologically possible into a single cohesive behemoth SOC with 300 Billion transistors, that sips power and outperforms them all.
To the best of my knowledge, Apple is the only company with access to ARM licenses into perpetuity, please correct if my synapses are incorrect.
Both the newly announced 11th Gen Intel and AMD ZEN 3 top end CPU’s have TDP’s of 125+ watts, i doubt the M1X will draw more than 65 watts! Speaking of watts, both the NVDIA RTX and AMD RX GPU’s draw 225-300 watts, and these are 5nm cards, which you cant buy, sourcing problems, LOL
Dateline 6/14/2024
By Mike Peterson
AppleInsider reports Apple will get back into the server business by 2024, or early 2025 according to Ming Kuo. According to other sources, Apple will be introducing a 128 bit M3 processor for their new servers, which follows on the heals of the highly successful M1X that Apple introduced with the powerful new iMac and MacBook Pro models Apple introduced in 2021, as well as last years M2 64 bit processor for the Mac Pro and iMac Pro that was announced at last years WWDC, alongside Mac OS 16.0, Muir Woods.
Apple’s PC market share has continued to climb according to DIck Eho at the Gartnews Group, when Apple updated the 14” MacBook Pro and 14” MacBook Air last year to the M1X 3nm processor from Taiwan Semiconductor. Dick Eho says AAPL is now 28 percent of the global PC market.
Dateline 12/10/2024
By Mike Peterson
Apple introduced the new 128 bit M3 xServe Pro’s with up to 4x 128 bit 64 core slide in AppleCore sleds using 2nm technology from Taiwan Semiconductor, interconnecting sleds via the optional Apple LightSpeed fiber interconnect, that each exceed one half Trillion transistors, integrated PMU, up to 256 GB unified HBM memory, 32 Core Neural engines, 16 GPU cores, 16 AI (Artificial Intelligence, neigh Apple Intelligence) cores, Secure Enclave 2.0, with 16x PCI 4.1 NVMe slots, with Apple’s drive controller integrated into the M3 128 bit SOC, supporting up to 1 PB of 3nm SSD’s with read and write speeds of +/- 14,000 MBPS, all in a convenient 2U chassis for Apple DataCenter rack mounting. The unit includes an 900 watt power supply, with the option to add an optional redundant 900 watt power supply.
Starting price $7999.00* with Qty 1 AppleCore 128 bit M3 Sled, upgradeable to 4 AppleCore 128 bit sleds for a total of 4x64 core sleds** each additional AppleCore sled module requires an Apple LightSpeed interconnect adapter
128 GB HBM memory upgradeable to 256GB per AppleCore sled
64 TB 128 bit Apple PCI 4.1 NVME upgradeable to 1 PB if used with 4 AppleCore 128 bit sleds
Includes Mac OS 17.0 Redondo Beach, with server version 8.0
Shipping in mid 2025 (after we fill all of Apple’s DataCenters first)🤔
* * 7999.00 is the last Apple xServe price which was announced in February of 2003, adjusted for inflation.
* ** Apples LightSpeed interconnect module are $599.00
Dateline 4/25/2025
@johngruber
Apple CEO Tim Cook announced another record Q1 revenue earnings of $84.4 Billion for the quarter, and EPS of $3.26, another Q1 record. Both Tim and Luca said services was a key factor, as Apple hit 250 million Apple One Subs during the quarter. Gross margins were inline at 39.2%, and Luca underlined headwinds of forex were the main reasons for the slight downtick in gross margins.
Analyst expectations were $82.6 in revenue, and EPS of $3.08, so a strong quarter indeed, Daniel Ives of Webbush came in as the most accurate professional Analist on PED ‘s site once again, with the Analist Who Shall Not Be Named, leading the Non Pro estimates.
Apple once again is increasing the dividend by 10% to 32.5¢ per share for shareholders of record, on 5/10/2025, Ex Dividend date is 5/6/2025. Tim and Luca announced a 4 for 1 stock split for Shareholders of record on 5/10/2025.
Luca explained the new $100 Billion ASR as a continuation of Apples guidance to becoming cash flow neutral by 2030.
AAPL is up 3% after hours to $421 a share.
PED’s take... WTH, Andy’s back? 🤣
Cheers to the longs...