Google will die, Hims acquisition, the Palantir Mania, Bitcoin's liquidity, PayPal continues its partnerships, Macro comment, Tesla in China, Apple's new old.
Thanks for doing these weekly updates! Good reminder on what investment is all about.
China is not recovering yet for sure, surprised to see Tesla is selling a tiny bit more than last year, amongst fierce competition from local brands. Maybe their market share is too low to begin with?
Yes iPhone 16 is going to sell well, even they reuse some old colors :)
Thanks for doing these weekly updates! Good reminder on what investment is all about.
China is not recovering yet for sure, surprised to see Tesla is selling a tiny bit more than last year, amongst fierce competition from local brands. Maybe their market share is too low to begin with?
Yes iPhone 16 is going to sell well, even they reuse some old colors :)
Kinda like to do them, hope it provides enough value!
China is hard to understand... Let's see how the year ends. It still is a very slow growth for the region...
Let's see! Probably the most interesting time to watch Apple. This year will be crucial for the brand.
Yes, enjoy reading it every week!
Love to hear! Thanks for the support!