No One Wants to Get Microsoft’ed

AVALON Ep 55 discussion topics include: 

• iPhone Fold production rumors.

• iPhone Fold revenue projections.

• A possible social craze found with a foldable iPhone.

• Chinese smartphone manufacturers struggling.

• Why Apple is well positioned to gain market share in most of its hardware verticals. 

Lighting Round (two topics two minutes each)

• Samsung / SK announce memory investments…sort of.

• Roku raises the white flag.

Give Me a Break (something ridiculous that jumped out at me)

• Shady financial Substacks overcharging people for what amounts to glorified stock picks in a bull market.

Tell Me More (something intriguing that has my attention)

• Wall Street is begging Big Tech to stop the AI capex spending, but Big Tech is deathly afraid of being Microsoft’ed.

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