Mac OS Ken: 02.09.2021
Mac OS Ken
Ken Ray
4.7 • 995 Ratings
🗓️ 9 February 2021
⏱️ 17 minutes
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| 0:00.0 | This is Mac OSKIN. An Apple Car prediction, Kings in the supply chain. Nothing kinky, and a few more nominations for Apple TV |
| 0:16.4 | Plus. It is Tuesday the 9th of February 2021. I'm Ken Ray and this is news from Maco West Ken brought to you by yours truly and sponsored by Amazon Pharmacy. |
| 0:31.5 | Your medication made easy. Learn more at Amazon.com slash MacoS |
| 0:38.1 | Ken RX. This show is also supported by people like you, patrons through Patreon. |
| 0:47.0 | Find out more in that your support at Patreon. |
| 0:51.0 | dot com slash Macawess Ken. |
| 0:57.0 | Wed Bush analyst Daniel Ime says Apple is likely to announce a car partner soon. |
| 1:07.4 | Or sad. likely to announce a car partner soon or sad talk about your timing issues. Apple 3.0 ran part of a note on Sunday that seems to have sailed past the Bloomberg |
| 1:12.4 | Hyundai story with which we started |
| 1:14.4 | Monday. That's the one that read Hyundai's lack of Applecar confirmation is |
| 1:19.2 | confirmation that Hyundai isn't making an Apple car. While Ives note does mention the Hyundai |
| 1:25.9 | chatter, his assertion doesn't seem contingent on it. Quoting his note, we believe at |
| 1:32.4 | this point it's a matter of when, not if Apple will enter the |
| 1:36.3 | electric vehicle race over the next few years, while the timing of an EV partnership |
| 1:41.6 | with the likes of Hyundai or another automaker remains a key focus of the street and |
| 1:46.4 | EV industry over the coming months, we assign an 85% plus chance that Apple will announce an EV partnership or collaboration |
| 1:56.4 | over the next three to six months. With GM and Ford leaning hard into EVs, plus likely incentives from the newly installed |
| 2:06.6 | Biden administration, I've says he and his believe now is the time for Apple to dive into the deep end of the pool on the EV front. |
| 2:16.0 | He's got an overweight rating on Apple's shares. His price target on Apple shares is $175. This time last year we were just |
| 2:27.8 | starting to grapple with how COVID-19 would affect the supply chain. Some things never change it seems. Apple 3.0 ran part of a |
| 2:37.2 | piece from Bloomberg on Monday pointing to a serious supply chain shortage |
| 2:42.0 | for semiconductors. |
... |
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