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Mac OS Ken

"Central Park" and "Swagger" Sent Packing - MOSK: 12.05.2023

Mac OS Ken

Ken Ray

Technology

4.7996 Ratings

🗓️ 5 December 2023

⏱️ 12 minutes

🧾️ Download transcript

Summary

- Wedbush Analyst Spins the Hits - Report: Cyclonic Rains Halt iPhone Production at Plants in Southern India - Report: TDK Building Cell Plant for iPhone Batteries in India - PBS News Hour Weekend: Six Minutes on Making iPhone in India - ExpressVPN for Apple TV Hits App Store for Apple TV - "Central Park" and "Swagger" Sent Packing - "Killers of the Flower Moon" Available to Rent or Buy Before Apple TV+ Debut - Check Out the Latest Checklists by SecureMac - online at SecureMac.com/checklist - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!

Transcript

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0:00.0

This is Mac OSKIN.

0:07.0

Another note from Daniel, re-run Ives, stops and starts for iPhone in India and notable cancellations on

0:16.6

Apple TV plus it is Tuesday the 5th of December 20. I'm Ken Ray and this is news from Maco West Can, brought to you by yours

0:29.7

truly and supported by people like you patrons through Patreon.

0:36.4

Find out more and then your support at Patreon.

0:40.1

dot com slash Maco-Sken.

0:45.0

Still doing the remix thing is Wed Bush Endless Daniel Ives.

0:49.0

So much so that I'm not sure there's value in saying again what he is saying again and again and again.

0:55.0

Apple to read.0 ran part of a note he wrote over the weekend wherein he said

1:00.3

2024 will see acceleration of spending around Cloud and AI spending.

1:06.0

Yes, that's a quote.

1:08.0

He and his are looking for increases in spending between 20% and 25% over the next year. They see AI as the most

1:16.7

transformative technology trends since the start of the internet in 1995. Post

1:22.2

September quarter earnings investors are seeing iPhone

1:25.6

units that are growing again with services back to steady double-digit

1:29.2

growth and the iPhone China Demise narrative was a great fictional story by the Bears, which is far from the reality, as underlying mainland China growth remained strong and a key asset for the core iPhone franchise.

1:45.0

It's not even a remix really.

1:47.0

It's saying what he's already said or spinning the hits,

1:51.0

which is something I've already said.

1:55.0

Next time he does this note I'm going to say he said that thing he said again and we'll move on.

2:01.0

Also, Apple remains the top tech pick for Wed Bush. Mr. Ives has an

2:07.0

outperform rating on Apple's shares. His price target on the shares is a

...

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