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ACTIVE: The Apple Investor Conference (WWiC) Profile
ACTIVE: The Apple Investor Conference (WWiC)

@ACTIVE_conf

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A Conference on the Business of Apple Tue, 10 June 2025 Day after #WWDC #ACTIVE2025 @Apple $AAPL ...𝘯𝘰𝘡 𝘒𝘧𝘧π˜ͺ𝘭π˜ͺ𝘒𝘡𝘦π˜₯ 𝘸π˜ͺ𝘡𝘩 𝘈𝘱𝘱𝘭𝘦 𝘐𝘯𝘀...

Boston, MA
Joined August 2024
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@ACTIVE_conf
ACTIVE: The Apple Investor Conference (WWiC)
3 months
Worried about your $AAPL holdings? . Join us at ACTIVE: The Apple Investor Conference, for the comprehensive independent review of Apple as a business. β†’ Featuring .Horace Dediu, .@BenBajarin, .@JayGoldberg, .Philip Elmer-Dewitt.
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@ACTIVE_conf
ACTIVE: The Apple Investor Conference (WWiC)
13 days
RT @BenBajarin: We shall now continually refer to TSMC’s demand as robust.
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@ACTIVE_conf
ACTIVE: The Apple Investor Conference (WWiC)
13 days
One of these is not like the others. World’s Largest Market Cap vs P/E Ratio.
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@ACTIVE_conf
ACTIVE: The Apple Investor Conference (WWiC)
22 days
Jeff Williams, Apple COO is retiring.
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apple.com
Apple today announced Jeff Williams will transition his role as chief operating officer later this month to Sabih Khan.
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@ACTIVE_conf
ACTIVE: The Apple Investor Conference (WWiC)
2 months
RT @migueldeicaza: This wwdc was so protein packed. I am installing the betas on all my primary devices the eve before I go on a long vaca….
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@ACTIVE_conf
ACTIVE: The Apple Investor Conference (WWiC)
2 months
Join @BenBajarin and @jaygoldberg at ACTIVE: The Apple Investor Conference on Tue, June 10th for the most up-to-date analysis of Apple's latest forays into AI & hardware, and the implication on Apple's competitiveness. Day after #WWDC25 keynote. β†’
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@ACTIVE_conf
ACTIVE: The Apple Investor Conference (WWiC)
2 months
Patrick McGee (@PatrickMcGee_ , author of Apple in China) will be joining ACTIVE: The Apple Investor Conference to discuss the future of Apple's Production along with our host of #Apple experts, on Tuesday June 10, day after #WWDC25 keynote.
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apple.activeconf.com
ACTIVE: The Apple Investor Conference will take place on June 10, 2025
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@ACTIVE_conf
ACTIVE: The Apple Investor Conference (WWiC)
2 months
RT @benlovejoy: The 'fun' continues . .
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@ACTIVE_conf
ACTIVE: The Apple Investor Conference (WWiC)
2 months
❝The reality is: you can't produce iPhones at scale in the US.❞ β€”Dan Ives (@DivesTech ). Dan Ives will be on the analyst panel at:.ACTIVE: The Apple Investor Conference.June 10th /
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@ACTIVE_conf
ACTIVE: The Apple Investor Conference (WWiC)
2 months
RT @CNBCClosingBell: Apple could "scale iPhone 17 production and assembly up to 60-65% coming out of India if they need to," says @Wedbush'….
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cnbc.com
Dan Ives, Wedbush Securities, joins 'Closing Bell' to discuss Ives' thoughts on Apple.
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@ACTIVE_conf
ACTIVE: The Apple Investor Conference (WWiC)
3 months
RT @CNBCFastMoney: Will AI dominate search? @munster_gene of @deepwatermgmt says $GOOGL's 'golden goose' of search is showing its age and w….
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cnbc.com
Deepwater's Gene Munster joins 'Fast Money' to talk if Alphabet could have difficulty recovering on AI search sentiment.
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@ACTIVE_conf
ACTIVE: The Apple Investor Conference (WWiC)
3 months
RT @iryantldr: Is a LEGO Apple Store actually happening? The proposal just cleared its first big hurdle.
9to5mac.com
A proposed LEGO Apple Store received enough supporters to move into LEGO’s official β€˜Review’ phase, meaning it’s closer to becoming reality.
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@ACTIVE_conf
ACTIVE: The Apple Investor Conference (WWiC)
3 months
Keep in mind that one chatgpt request/query may be equivalent to multiple request/query to google.
@munster_gene
Gene Munster
3 months
Last night, $GOOG downplayed Eddy's comments, suggesting the takeaway was a false alarm. These seemingly conflicting accounts could both be true. Eddy said Safari searches had declinedβ€”but many users also search via Chrome, which holds roughly 50% market share on Apple devices,.
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@ACTIVE_conf
ACTIVE: The Apple Investor Conference (WWiC)
3 months
RT @munster_gene: Last night, $GOOG downplayed Eddy's comments, suggesting the takeaway was a false alarm. These seemingly conflicting acc….
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@ACTIVE_conf
ACTIVE: The Apple Investor Conference (WWiC)
3 months
So much for Planned Obsoleteness.
@ParkerOrtolani
Parker Ortolani
3 months
This doesn’t surprise me one bit. They’ve been way too slow to add flashy new features. The perception that watches are the same YoY is arguably even worse than phones. I know multiple people who still wear Series 3 watches. Not to mention that the Ultra has barely been updated.
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@ACTIVE_conf
ACTIVE: The Apple Investor Conference (WWiC)
3 months
iPhone accounts for less than half of Apple's revenues. Learn more about Apple's business at #Apple #WWDC25 $AAPL
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@ACTIVE_conf
ACTIVE: The Apple Investor Conference (WWiC)
3 months
RT @Boston4Bikes: @asymco And some are preaching Apple’s imminent death due to lack of innovation and competitive threat! Apple continues t….
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@ACTIVE_conf
ACTIVE: The Apple Investor Conference (WWiC)
3 months
RT @asymco: What's the purpose of the firm? Some say to make a profit. Some say it's to create jobs. Some say to create shareholder value.….
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@ACTIVE_conf
ACTIVE: The Apple Investor Conference (WWiC)
3 months
RT @BenBajarin: Had a long segment on @YahooFinance on @Apple earnings yesterday. Continued forward uncertainty is the theme of the quar….
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@ACTIVE_conf
ACTIVE: The Apple Investor Conference (WWiC)
3 months
Join us today, Friday, 2 May 2025 at 2pm for a discussion about Apple’s 2Q2025 performance with Horace Dediu and Philip Elmer-Dewitt. β†’
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