Sunday, February 8, 2026

Apple: Going From $3 Trillion To $4 Trillion In One Year -- February 8, 2026

Locator: 49937AAPL.

AI prompt:

In my simplified way of looking at things, if Apple is a $4 trillion market cap company, I can break Apple into a $3 trillion market cap company: hardware, software, services. If so, how did Apple get to $4 trillion -- simply more of the same (hardware, software, services) or is there a fourth "division" as it were? AI could be a fourth division but I see AI as embedded in software and services, but maybe I'm wrong. Maybe AI needs to be seen as a fourth "division" when trying to sort out how Apple's market cap is segmented?

Gemini:

Timeline:

Golf Vs Football -- February 8, 2026

Locator: 49933SPORTS.

Amazing how I've changed over the years. Ten years ago never would this have happened, but today, I'm more interested in the PGA golf tournament in Phoenix than the Super Bowl in Santa Clara. 

Regardless, the PGA golf tournament will be well over by Super Bowl kick-off. Most exciting: one of the winners today will be his first PGA championship. 

But if I could be anywhere today, it would be on the road to Oatman. 

Link here

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The "Book" Page

T.S. Eliot's Mungojerrie and Rumpleteazer, 1939. Link here.

Another "Mungo Jerry."  

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Lana Del Rey

Some days the only music that "works" for me is Lana Del Rey. 

From the day I first heard this song, it continues to haunt me ...