OMG, the FT is reporting that Eddy Cue, the Apple (AAPL) exec in charge of iTunes, Music and iCloud, “raised the prospect… of buying Time Warner… at the end of last year with Olaf Olafsson, Time …
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In a recent issue, the Barron’s Tech column claimed that The Internet of Things Is a Dead End for Now and the formerly promising buzz-phrase has so far become nothing more than a: jumble of …
Continue reading“Do you want to sell sugared water for the rest of your life? Or do you want to come with me and change the world? Steve Jobs to John Sculley (1983) Tuesday on CNBC’s Fast …
Continue readingEarlier Dan previewed Apple’s fiscal Q2 results (here) due after the bell. Now we want to detail a couple options trade ideas for those with existing positions who may be interested in hedging, or for those looking …
Continue readingApple (AAPL) reports their fiscal Q1 results tomorrow night after the close. While the stock is flat on the year it is down nearly 7% from its 2016 high made just a couple weeks ago …
Continue readingYesterday we had some thoughts on Taiwan Semiconductor’s (TSM) Q1 earnings disappointment and what it might mean for the rest of the PC and Smartphone supply chain (Chips and Dips): This outlook should be concerning to …
Continue readingLast night on CNBC’s Fast Money the panel discussed the opportunity for Apple (AAPL) in other emerging markets like India, on the heels of a couple years of sensational growth in China, watch here: It’s …
Continue readingI like to consider myself an early adopter when it comes to technology. Since the start of the mobile telecom and internet age 2o years ago I have quickly gravitated towards hardware, software and apps …
Continue readingOn CNBC’s Fast Money, my co-panelist Tim Seymour and I have had a little back and forth of late on the notion that some market participants/pundits (not me) confuse the volatility in the Chinese stock …
Continue readingRegular readers are aware of the fact that I fund the concentration of the weighting of a handful of stocks in the Nasdaq 100 make the QQQ, the etf that tracks the index a fairly …
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