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Farshad

  4. Is a Crash Coming?

    · · Research

    A Series on Valuation in the age of AI Apple recently hit an all-time high. Today the stock is trading at a P/E of 35. The P/E ratio is the current share price P divided by the last four quarters’ net earnings per share…

  5. The Smartphone Market is Cracking

    · · Nota Bene

    Fundamentals are breaking; Profits evaporate; Competitors flee; Android logic questioned Apple’s revenue climbed 22% YoY in Q1 2026, registering the fastest growth among the top five smartphone brands while also hitting…

  6. What Are the Mobility Design Surfaces?

    · · Research

    An Office Hours question asked by Darcy B., May 1, 2026 Q: Will Apple do more in transportation than CarPlay Ultra? Not just cars — transportation in general. Well, there’s a lot of modes out there, and I apologize I…

  7. June Quarter Expectations

    · · Research

    22% EPS growth is implied. We expect our June quarter total company revenue to grow by 14%-17% year-over-year, which comprehends our best view of constrained supply. On iPad, keep in mind, we face a difficult compare…

  8. Will Apple Silicon Tackle Memory?

    · · Research

    Asked by Ian Hobson Q: Will Apple evolve to make their own memory chips, or manufacture compute chips instead of just designing them? Will they go much more vertical? It’s a possibility — capability is not willingness to…

  9. The great memory panic of 2026

    · · Research

    Office Hours question asked by by Ian H. on May 1, 2026 Q: Memory prices could move from 15% to 40% of the BOM of a device. This seems incredible. So how can Apple deal with this? This has been on people’s minds now for…