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Sunday, June 25, 2023

Apple Update -- June 25, 2023

Locator: 45046AAPL.

Apple is tracked here.

Apple silicon

Apple, TSM, 3nm chips, and all that jazz.

Apple's new series of chips: the "U" chips.

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

All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them

Again, all my posts are done quickly. There will be typographical and content errors in all my posts. If any of my posts are important to you, go to the source

Crazy talk: $254 price target. The report is based on no stock buybacks.

  • Back of the envelope, using Benzinga data which might be different than other source:
  • disclaimer: I often make simple arithmetic errors in my calculations.
    • 2023: AAPL buys back 3% of its shares = 15,316,000.
    • 2024: AAPL buys back 3% of its shares = 14,856,811,000 shares at end of 2024.
    • market cap: $4 trillion / 14,854,113,199 shares = $269 vs $254

iPhone 15 upgrade: if accurate, huge.

What does the U1 chip do? Think about this:


Endorsement? Link here.

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Reposting: Operating Systems

Revolutionary, link here.

  • Apple is often accused of being evolutionary, not revolutionary.
  • Now, over at MacRumors, linked above, we're starting to see how incredibly revolutionary this Vision Pro and visionOS are going to be. 
  • So, we have MacOS, iPadOS, iOS (iPhone), watchOS, tvOS, audioOS and now visionOS, operating systems that are free and regularly updated. This is just a partial list; for full list, 96 lines.
    • for Microsoft, two: Windows and Xbox gaming.
  • It appears that MacOS -->watchOS was evolutionary.
  • visionOS: revolutionary. 
  • The finger-controls seem to me the most difficult user interface to perfect. I wonder if for some of us, there might be a handheld device. 
  • From what I've seen, my hunch: the use of mind-expanding drugs (MJ, micro-dosing) will surge. One wonders if there might be mental health applications for the most severely disturbed.
  • Chip series, that I know of: M, R, U. 

Steve Jobs could not have dreamt this. Or did he? Did he leave handwritten notes and doodling for Tim? 

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Miscellaneous Data


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