Monday, September 15, 2025

Apple 17 -- Air Pods -- Update -- Duolingo Plummets -- September 15, 2025

Locator: 49110AAPL.

Tag: Apple.

Duolingo drops another 14 points today. 

 There are so many things, so many story lines here.

The biggest story:

  • Apple's strategic plan;
    • step-wise approach to executing that strategic plan;
    • doubling the storage prior to partnering with another AI company: putting the horse before the cart -- critically important

The second biggest story for Apple:

  • having a robust supply chain.
  • Tim might be the best in the business.

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The Market

On a day all three indices are hitting new records (or flirting with new records), BRK has another down day.