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Rushing Mixed Reality and Questioning a Questionable Outlook
The Observation Deck

Rushing Mixed Reality and Questioning a Questionable Outlook

Ken_Ray · 10:00 AM EDT, Mar 13th, 2023 · Add Comment

A negative note from a forgotten name, ready or not — Apple’s headset approaches, and welcome to the Apple TV+ trailer park.

And Tell Tchaikovsky the News!
The Observation Deck

And Tell Tchaikovsky the News!

Ken_Ray · 9:10 AM EST, Mar 10th, 2023 · 1 Comment

Apple Music Classical is finally here (almost), Evercore is stoked over Apple in India, and watching MLB without having to watch MLB.

India Ascends and a Goertek Exec Exits
The Observation Deck

India Ascends and a Goertek Exec Exits

Ken_Ray · 10:30 AM EST, Mar 9th, 2023 · Add Comment

An Apple target goes higher, Apple’s reportedly eying India more closely, and a bearer of bad news takes the exit.

Podcast
Stories Financial Analysts Tell – TMO Daily Observations 2023-03-07

Stories Financial Analysts Tell - TMO Daily Observations 2023-03-07

Ken_Ray · 3:02 AM EST, Mar 7th, 2023 · Add Comment

Goldman Sachs has traded an Apple bear for an Apple bull, and suddenly it’s a “Buy” with a $199 target. TMO Managing Editor Jeff Butts and Ken talk over tales told by financial analysts. Plus – “Ghosted” is ghosting the cineplex and there may be a new yellow iPhone peeking over the horizon.

VIew all episodes
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Two Huge If True Rumors From India and Apple’s Big Soccer Push
The Observation Deck

Two Huge If True Rumors From India and Apple's Big Soccer Push

Ken_Ray · 9:30 AM EST, Mar 6th, 2023 · Add Comment

One firm raises its price target on Apple shares, two tales of Apple manufacturing in India, and three countries get better Apple Maps.

Confusing Positives and Tempting Apple TV+ Content
The Observation Deck

Confusing Positives and Tempting Apple TV+ Content

Ken_Ray · 10:30 AM EST, Mar 3rd, 2023 · Add Comment

As we close out the week, we see opaque takes on iPhone demand, Apple grows a workforce in India, and dinosaurs are back in action.

Podcast
Idiosyncratic Tailwinds and Latch Hook Rugs – TMO Daily Observations 2023-02-24

Idiosyncratic Tailwinds and Latch Hook Rugs - TMO Daily Observations 2023-02-24

Ken_Ray · 3:02 AM EST, Feb 24th, 2023 · Add Comment

Morgan Stanley is out with a list of “idiosyncratic tailwinds” for Apple shares in 2023. TMO Managing Editor Jeff Butts joins Ken to talk them over. Plus – RR Auctions has a lot of really cool tech related stuff up for bids. Let’s go bidding!

VIew all episodes
Good, Not-So-Good and … Indifferent? Apple News
The Observation Deck

Good, Not-So-Good and ... Indifferent? Apple News

Ken_Ray · 9:45 AM EST, Feb 23rd, 2023 · Add Comment

Morgan Stanley doubles down on Apple, Apple Watch drove smartwatches last year, and examining growth for Apple TV+.

Apple Thinks Mastodon Has Legs and T-Mobile Wants to Give Away Soccer Streaming
The Observation Deck

Apple Thinks Mastodon Has Legs and T-Mobile Wants to Give Away Soccer Streaming

Ken_Ray · 9:00 AM EST, Feb 20th, 2023 · 1 Comment

The latest on iPhone sales in China, a questionable report from a questionable news source, and Apple gives Mastodon a vote of confidence.

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Buffett Goes Bigger on Apple Investment
The Observation Deck

Buffett Goes Bigger on Apple Investment

Ken_Ray · 8:02 AM EST, Feb 15th, 2023 · Add Comment

The Oracle of Omaha picks up more Apple, ups and downs of Apple in India, and people who trained an Apple AI are kind of ticked off about it…

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