Offering a Cup of FUD Seems Desperate (AVALON Podcast)
In the 34th episode of the AVALON podcast, Neil discussed the following topics/subjects:
What's on the Agenda (the bulk of the discussion modeled after Apple’s Monday morning meetings)
Apple 1Q26 earnings.
What's up with the FUD (fear, uncertainty and doubt) that followed Apple’s earnings?
Volatile stock price moves.
Lighting Round (two topics two minutes each)
Apple acquires Q Ltd for $1.6 billion.
Appreciation for Apple’s Stocks app.
Give Me a Break (something ridiculous that jumped out at me)
Elon Musk’s product strategy decisions at Tesla.
Tell Me More (something intriguing that has my attention)
I’m starting to get sold on sleep tracking.
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My Apple 4Q25 Estimates, Above Avalon Expectation Meter (4Q25 Edition)
Today's Above Avalon Daily update includes the following stories:
My Apple 4Q25 Estimates
Above Avalon Expectation Meter (4Q25 Edition)
Hello everyone. Apple will release earnings at 4:30 pm ET. There will be an update published tomorrow (Friday).
Today’s update will include the second half of our earnings preview. The first half is available here.
My updated Apple earnings model (works with Excel and Numbers) is now available to those who subscribe to Above Avalon Models. To access the models, log into the Above Avalon payer portal (here). Once signed in, go to the "Digital Package" tab which will bring you to your personalized page where the model can be downloaded. If you are interested in Above Avalon Models, learn more here.
Let’s jump in.
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