Warren Buffett’s Inversions

Aug 05, 2024

The sage still on his toes.

Not really biting into AAPL 0.00%↑ and selling.

I have observed Apple Intelligence technology, and it’s not as good as the AI I use. If one can use OpenAI on their current devices, they don’t necessarily need to upgrade their hardware, unless they want something nice and pretty like me.

WWDC24 Will Disappoint $AAPL

Peter Pham

May 11

As part of Apple’s ‘Let Loose’ event and rollout, I recently had a coffee with an Apple executive focused on their AI implementation and team. They flat out told me that WWDC 24, the Worldwide Developer Conference starting on June 10, will be a dud. Despite industry speculation about this being Apple’s AI breakthrough year, fueled by Tim Cook’s dinner w…

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He’s also selling banks…

The Big Crunch to One Zero-Day

Peter Pham

Jun 30

What do COVID-19, Julian Assange, Joe Biden, and Donald Trump all have in common?

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We would’ve done the same.

Will drop our latest preview of The Morgan Report later.