The Inversion Investor

The Inversion Investor

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The Inversion Investor
The Inversion Investor
Warren Buffett’s Inversions
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Warren Buffett’s Inversions

Peter Pham's avatar
Peter Pham
Aug 05, 2024
∙ Paid
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The Inversion Investor
The Inversion Investor
Warren Buffett’s Inversions
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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, 2024
WWDC24 Will Disappoint $AAPL

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
·
June 30, 2024
The Big Crunch to One Zero-Day

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.

Wi…

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