"Central Park" and "Swagger" Sent Packing - MOSK: 12.05.2023
Mac OS Ken
Ken Ray
4.7 • 996 Ratings
🗓️ 5 December 2023
⏱️ 12 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 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 |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Ken Ray, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Ken Ray and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

