My Patrix site
Author
Writing of the wall faded after years in the sun The analysts see Qualcomm as a leader in smartphone processors, but noted the handset chip market has matured and faces potential headwinds, including higher memory prices…
An allergy to centralized computing Based on Tweets by MilkRoadAI The 3rd? most valuable company on Earth watched as its rivals lit $650 billion on fire and did nothing. The biggest cash bonfire in history, by far,…
Needle mover? In a video segment titled Pressure Points, Munster said the device could modestly increase Apple’s overall revenue while expanding its reach in the education market. “The new $AAPL MacBook Neo should add…
Missed the AI angle Wedbush analyst Dan Ives believes the launch lineup could help drive the next upgrade cycle for Apple, with the firm maintaining a $350 price target, implying roughly 33% upside from current levels.…
China smartphone shipments fell 16% in Jan as Android inventory swells; iPhone stays healthier. China’s shipments of smartphones fell 16% in January, due in part to escalating inventory, which was in sharp contrast to…
No. After the flurry of new product launches this week, I’ve read a few comments suggesting that this is a new strategy for Apple, or a pivot of sorts. The premise is that the 17e and the MacBook Neo are new low-end…
Asymco Bulletin is a digest of all the work we have published for the week ending Mar 8, 2026. It’s been about a month since we launched Asymco One, and we are elated with the response from the community. Most recently,…
· Farshad · Office Hours
The first Asymco One Office Hours, was a live Q&A session with Horace Dediu and Ben Bajarin, where they discussed Apple’s newly released products and other strategic implications, and answered questions live. The session…
I did think about it. Three years ago. the real bear case for this AI boom isn’t a bubble or a recession. It’s your iPhone. Baker says in 3 years, a bulked up iPhone will be able to run a pruned version of a frontier…
hello Apple today unveiled MacBook Neo, an all-new laptop that delivers the magic of the Mac at a breakthrough price. Apple’s all-new MacBook features a durable aluminum design, a stunning 13-inch Liquid Retina display,…
