Today's Above Avalon email includes the following topics:
- Apple Announces Massive U.S. Investment Plan
- Green Light for Apple Ramping Share Buyback
- Thursday Q&A
Today's email begins with an in-depth look into Apple's big announcement regarding its commitment to the U.S. economy. We sift through the press release to analyze the most important numbers. The discussion then turns to why I think Apple's press release hints at a big ramp to Apple share buyback once foreign cash is brought back to the U.S. We end the email with the latest installment of member Q&A, and I answer the following questions from Above Avalon members:
- How does the lack of a non-Apple wearable ecosystem work with my view that wearables are a better alternative to smart speakers for most use cases?
- Is there any possibility that the HomePod delay wasn’t due to any actual issues, but is rather a reaction to the rapidly increasing influence of Alexa?
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