Benedict Evans: Apple is the $2T elephant in the room | Philip Elmer‑DeWitt

From Evans’ “A decade of the Tim Cook machine” posted Tuesday to subscribers of Benedict’s Newsletter. — Read on http://www.ped30.com/2021/09/28/apple-elephant-benedict-evans/ PC Take: The only question is have is, what room? Right now it’s looking like the Bath Room, aka #shitter. 🚽 Buy puts, #PUTZ

We set a viewership record today.

I wanna thank ya’ll for popping in here and listening to the rambling thoughts of a professional speculator. Subscribe to stay updated. I nailed the $AAPL top and even advised buying puts. I’m opening the playbook here to give back, mostly to the kids. I’ll never charge or front run you and then open schoolsContinue reading “We set a viewership record today.”