Notes From All Over -- Early Afternoon Edition -- June 22, 2020

Apple Special Event streaming now: https://www.apple.com/apple-events/event-stream/. One may need to be on Apple browsers to access.

1Q20 hedge fund top 30 picks: link here. You can easily scroll through #30 to #26, but to get to the top five you need to listen to a video. AAPL, by the way, was #10. Here they are:

5. Alphabet (GOOG) -- unchanged since previous quarter (shows up in the linked list above at #7; there is an error somewhere).
4. Alibaba -- unchanged since previous quarter
3. Facebook (fell one spot since previous quarter)
2. Microsoft (a huge influx since previous quarter)
1. Amazon -- huge.

Disclaimer: this is not an investment site.  Do not make any investment, financial, career, travel, job, or relationship decisions based on what you read here or think you may have read here.

NFLX: wow, all the attention was on AAPL. But there was more! NFLX "broke out." NFLX was up $14.32, up 3.16% for the day, closed at $468.04, with an intra-day high of $468.59. I first talked about Netflix as the next big thing on March 21, 2013. Wow, what a ride. NFLX was #16 among hedge funds, 1Q20, see above.

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Apple Special Event
WWDC 2020

Generally these events are live and streaming.

This almost looks taped.

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iPhone / IOS 14

App Library: organizing the apps

• all app pages are there but can be hidden
• IOS automatically organizes the app icons
• but these are only suggestions, and one can move them around

Widgets:

• new designs; new sizes;
• widgets can be easily moved to iPhone home page (among all the app icons)
• Smart Stack: AI will sort

Picture-in-picture video

• continuous movie watching while using the iPhone

Siri: new update.

• old Siri: completely obscures home page
• new Siri: no longer obscures other pages when being used

Yes, this WWDC 2020 is taped. 

Siri

• better dictation
• translations improved
• new app called: "Translate"
• operates completely off line so conversation is kept private
• conversation mode in landscape mode

Messages:

• memoji and groups
• conversations
• pin most important conversations; keeps them at the top
• groups: AI will bring order to chaos
• will help with "Family" group messages
• looks a lot like "Meeting" or "Zoom"

Maps

• new "Maps" rolled out earlier this year
• to more countries (UK)
• introduces dedicated cycling app to maps; limited to major cities worldwide
• previously car, public transportation, walking
• introduces EV routing; will route to compatible stations

CarPlay

• available in almost every new car sold
• re-thinking car keys
• digital version of car keys
• car can be locked/unlocked by iPhone; keys can be left at home;
• can turn off car remotely through iCloud;
• can share electric keys; let anyone drive one's car by "sharing" electronically
• 2021 BMW 5-series: first to support; next month;
• working on standards with industry groups

App Store

• "App Clips" -- small, quick to load,

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iPad OS 14

All about the Apps

Widgets: similar to IOS 14

Photo organization improved

• same approach used to organize notes, calendar, music, etc

Siri:

• again, compact design
• won't block out entire screen when being used

Search:

• much improved
• looks like google but can be launched from any screen, while using any other app

Pencil:

• goal: make "writing" as efficient as "typing"
• "Scribble" -- huge 
• wow: once one picks up an Apple Pencil they don't like to set it down; Apple took that and ran with it; can use Apple Pencil / handwriting everywhere;

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Air Pods 

Air Pods will route to any audio source

Spatial audio: immersive surround-sound experience: incredibly sophisticated; one needs to see the video;

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I'll Stop Here

13:03 CDT: AAPL: market is fairly flat, slightly green. AAPL is up an amazing $6.80, up almost 2%, now trading at $356.60 well into the WWDC presentation. This suggests analysts liked what they saw.

13:24 CDT: AAPL: hit another intra-day all-time high -- $357.67. Just before the announcement that Apple will make their own chip.

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macOS: Big Sur

macOS: Big Sur
biggest change since introduction of macOS X;

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Big Changes

Tim Cook takes the stage again.

A huge leap forward: fourth major change -- transitioning to Apple's own chip.