2024: The Year the iPhone is Falling Behind

As Artificial Intelligence Is Redefining the Smartphone, Apple no Longer Deserves to be Priced for Perfection

Review: My big Call of 2023

This January I predicted that 2023 would be the year the market realizes that Meta’s moat is larger than Google’s. The post gained quite some traction on X (formerly twitter), as it was considered a pretty bold call at the time. Meta was still trading at a dirt cheap valuation with the share price at $124. Less than 12 months …