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  The average new car costs $50k. The median US household income is $85k. Financial guidelines suggest spending no more than 10% of gross income on monthly vehicle costs (20% down, 4yr loan). Therefore the required income for buying a median new car requires annual income of $175k. Less than 20% of households meet average new car affordability guidance.

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  Periodic reminder that there are about 3000 billionaires in the world (not 3). 62 million individuals have net worth over $1 million 2.5 million over $10 million 107k over $100 million 3000 over $1 billion 200 over $10 billion 15 over $100 billion

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  After $GOOG and $TSLA reported earnings yesterday the stocks are collapsing. $GOOG down 7% to a P/E of 16 and $TSLA down 14% to a P/E of 300. 😱

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  Why all-in and why all are in https://asymco.com/2026/07/17/why-all-in-and-why-all-are-in/

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  Game Over. Remember Consoles? Many PlayStation users are considering a switch to PC after Sony announced the end of physical games on its platforms. https://asymco.com/2026/07/16/game-over-remember-consoles/

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  No one admits they like or want to buy more AAPL https://asymco.com/2026/07/12/no-one-admits-they-like-or-want-to-buy-more-aapl/

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  Apple shares reached an all time high today.

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  Apple destroyed the mid-tier watch market. Now it’s coming for the $200 billion eyewear industry https://asymco.com/2026/07/09/apple-destroyed-the-mid-tier-watch-market-now-its-coming-for-the-200-billion-eyewear-industry/

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  Counterpoint: Apple to Hit Record Market Shares in Smartphones, Laptops, Tablets; Watch Share Also Set to Grow https://asymco.com/2026/07/02/counterpoint-apple-to-hit-record-market-shares-in-smartphones-laptops-tablets-watch-share-also-set-to-grow/

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  "GoPro warned this month that it might go out of business after memory costs shot up between 80% and 115% at the end of the first quarter. And shares of speaker maker Sonos are down 23% this year as memory prices pressure margins." I remember when GoPro and Sonos were paraded as fantastic innovations that Apple could not hope to achieve.

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  Why is the most expensive thing you own the dumbest? Could some future Apple TV morph into a data center for the family? https://asymco.com/2026/06/27/why-is-the-most-expensive-thing-you-own-the-dumbest/

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  Google’s free cash flow will hit zero next year https://asymco.com/2026/05/09/googles-free-cash-flow-will-hit-zero-next-year/?utm_source=mastodon&utm_medium=jetpack_social

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  Apple’s iPhone 17 was the world’s best-selling smartphone in quarter one of 2026. iPhones where first, second, third and sixth most popular phones during the first quarter. https://asymco.com/2026/05/06/iphones-where-first-second-third-and-sixth-most-popular-phones-during-the-first-quarter/?utm_source=mastodon&utm_medium=jetpack_social

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  Customer satisfaction for Mac was 97%. Half of customers buying an iPad are new to the product. Most of these new customers are in emerging markets. Customer sat for iPad at 98%.

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  Apple's Vision Products Group is expanding, not contracting. https://asymco.com/2026/04/30/the-vision-products-group-expanding/?utm_source=mastodon&utm_medium=jetpack_social

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  What’s the consensus on $AAPL? Buy:Sell is 15:1 The analyst consensus price target sits at $297.46, with 31 Buy ratings against just 2 Sell ratings across 48 analysts. Both Citi and Morgan Stanley sit above consensus at $315, signaling above-average conviction. Apple stock is up 39% over the past year, so the transition arrives with the stock already reflecting significant strength. Citi and Morgan Stanley both maintained Buy/Overweight ratings with $315 price targets… https://asymco.com/2026/...

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  iPhone vs Android Switching Rates Bitchin' ain't Switching SellCell’s Smartphone Loyalty Survey 2026 shows iPhone and Android loyalty at record highs, but Android users still switch more. Key findings iPhone loyalty stands at 96.4%, up from 91.9% in 2021 iPhone switching stands at 3.6% Android loyalty stands at 86.4%, with switching at 13.6% Android users are nearly four times more likely to switch than iPhone users… https://asymco.com/2026/04/18/iphone-vs-android-switching-rates/?utm_...

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  Finally completed this. It required many data sets to compile. Very confident in the accuracy. Yearly resolution, forecast now is much more detailed. Results to be published on asymco.com

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  A little sad that nobody celebrated the 400 millionth Mac sold. Somebody out there is using it right now.

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  Estimates for Apple’s March Quarter 2026 https://asymco.com/2026/04/16/estimates-for-apples-march-quarter-2026/

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  Estimates for Apple’s March Quarter 2026 Revenues and growth rates for iPhone, Mac, iPad, Services, Wearables, plus Net Sales, Gross Margin, Operating Expense, Other Income and Expense, Tax Rate, Net Income, Share Count and EPS with a comparison to CFO guidance. Kevan Parekh, Apple CFO: As we move ahead into March, I would like to review our outlook, […]. We expect our March total company revenue to grow by 13% to 16% year over year, which comprehends our best… https://asymco.com/2026/04/16/es...

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  Computer History Museum interviews Bertrand Serlet https://asymco.com/2026/04/16/computer-history-museum-interviews-bertrand-serlet/

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  Computer History Museum interviews Bertrand Serlet Pay attention to the quiet ones Interviewed by Hansen Hsu on 2023-09-20 in Mountain View https://asymco.com/2026/04/16/computer-history-museum-interviews-bertrand-serlet/?utm_source=mastodon&utm_medium=jetpack_social

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  My estimates for Apple's Revenue for the quarter ending March 31, 2026:

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  The Inevitability of Combining the Digital and Physical Worlds https://asymco.com/2026/04/17/the-inevitability-of-combining-the-digital-and-physical-worlds/

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  The Inevitability of Combining the Digital and Physical Worlds Seeing is believing AI is attracting all the attention but one should be careful because if there is one thing about technology is that timing is everything and when attention is concentrated it signals that time is distorted. In a recent interview Apple management was asked about AI, which is perceived as an area where Apple has been struggling. Greg Joswiak replied: https://asymco.com/2026/04/17/the-inevitability-of-combining-the...

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  Bank of America raises Apple price target to $325 from $320 Q2 forecast update BofA raised the firm’s price target on Apple to $325 from $320 and keeps a Buy rating on the shares ahead of fiscal Q2 earnings due after market close on Thursday, April 30. The firm, which sees upside to Street estimates given continued strong sales of iPhone and double-digit growth in Services revenue, forecasts Q2 revenue and EPS of $113B and $2.00, respectively. https://asymco.com/2026/04/17/bank-of-america-rais...

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  People don’t like wearing things on their faces and don’t trust those who do Says Neal Stephenson who first coined the term “metaverse” This revelation came soon after Meta canceled the Metaverse. My thought was immediately, will Meta rename itself back to Facebook? We'll get to that soon, but first let's look into Neal Stephenson's mea culpa: When I was working at Magic Leap, and people asked me why I thought that was a good idea, I would ask the rhetorical question:…...

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  Gartner adds their Mac Q1 estimate to the pile https://asymco.com/2026/04/11/gartner-adds-their-mac-q1-estimate-to-the-pile/

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  The Motley Fool asks: Where Will Apple Stock Be in 5 Years? Not reading this article is probably a wise decision. Shares could perform in line with the S&P 500's long-term average Investors can follow a straightforward exercise to try and figure out where Apple's stock price will be in late March 2031. It's important to consider both the valuation and profit gains. We just released a brand-new report with the full story and the company’s name. https://asymco.com...