APPLEAAPL.US

Maker of the iPhone, Mac and AirPods, the world's most valuable hardware franchise. Founded in 1976 by Steve Jobs and partners; under Tim Cook it expanded into services and its own silicon (M-series). Its current priorities: reshoring the supply chain to the US and on-device AI.

CEO Tim Cook · Founded 1976 · Listed 1980.12 · HQ Cupertino, USA · Exchange NASDAQ · Website apple.com

Predictions & track record (7)

• Awaiting grading Google Posted a Record Quarterly Profit, and Its First Negative Cash Flow in 21 YearsCheck whether Alphabet's free cash flow turns positive again in Q3, and whether SpaceX holds its current share price (around $110s).
• Awaiting grading The Day SK Hynix Locked In Xiaomi as Its First LPDDR6 Customer, Its Stock Fell Below IPO PriceCheck by end of December 2026 whether CXMT starts LPDDR6 mass production on schedule and begins supplying Xiaomi/Huawei, and whether SK Hynix's ADR recovers above its $149 IPO price.
• Awaiting grading Apple's stock rose just 1%. Why did it just become the world's most valuable company?To be scored in the first run of August: whether Apple's Thursday (7/30) earnings show capex guidance climbing again, and whether Apple holds onto the market-cap lead.
• Awaiting grading With 0.6% share in China, why is Samsung weighing Chinese DRAM for its phones?Check when Samsung reports Q2 2026 earnings whether the Mobile eXperience division actually swung to an operating loss, as several brokerages estimated.
• Awaiting grading S&P 500 Profit Margins Hit a Record 15.7% as AI Earnings Season DeliversCheck at Q3 2026 earnings season whether the S&P 500 net margin holds above 15.7% or reverses.
• Awaiting grading TSMC to raise foundry prices up to 10% in 2027, with bigger premiums for rush AI chip ordersCheck in early 2027 whether TSMC's new pricing (5-10% base, plus 10-15% premium on extra HPC orders) takes effect as reported and how customers respond.
• Awaiting grading Nvidia's CMX could soak up huge volumes of NAND, an Apple-sized new buyerScore later: does CMX-linked NAND demand actually climb toward the cited 100M+ terabytes in 2027?

13 related posts

• Watch Google Posted a Record Quarterly Profit, and Its First Negative Cash Flow in 21 Years Charlie Bilello · 2026-07-28
• Watch The Day SK Hynix Locked In Xiaomi as Its First LPDDR6 Customer, Its Stock Fell Below IPO Price Jukan (@jukan05) · 2026-07-28
• Watch Apple's stock rose just 1%. Why did it just become the world's most valuable company? 後藤達也 (Tatsuya Goto) · 2026-07-28
• Watch CXMT soared 472% on debut, on the back of a city government's 20-year bet 메르 (ranto28) · 2026-07-27
• Bull The inside story of how Samsung is lifting DRAM output 15% at Hwaseong without a new fab Jukan (@jukan05) · 2026-07-27
• Watch With 0.6% share in China, why is Samsung weighing Chinese DRAM for its phones? Jukan (@jukan05) · 2026-07-27
• Watch S&P 500 Profit Margins Hit a Record 15.7% as AI Earnings Season Delivers The Kobeissi Letter (@KobeissiLetter) · 2026-07-26
• Watch Apple lobbies White House to allow Chinese memory chips as Micron pushes back, WSJ reports Jukan (@jukan05) · 2026-07-25
• Watch Trump opens Section 301 probe into EU over fines on Apple, Meta, Amazon and Google, threatens tariffs in response Donald J. Trump (@realDonaldTrump) · 2026-07-24
• Bull SK hynix starts hiring for 3D-stacked DRAM aimed at on-device AI, and says it already has a US customer lined up Jukan (@jukan05) · 2026-07-24
• Bull TSMC to raise foundry prices up to 10% in 2027, with bigger premiums for rush AI chip orders Jukan (@jukan05) · 2026-07-21
• Bull Nvidia's CMX could soak up huge volumes of NAND, an Apple-sized new buyer Jukan (@jukan05) · 2026-07-20
• Apple's biggest US manufacturing bet yet, and it runs through Broadcom Tim Cook (@tim_cook) · 2026-07-08