$Apple(AAPL)$ Securities Times of China says Apple is increasing iPhone Duo production 30%, which would bring the Duo to about 10 million units. Take that for what it's worth in terms of accuracy. I have no idea how Apple determines demand for any product unless they do surveys. I think sales will be record-breaking high with long queues at stores. Apple has set up a site to pre-fill all your Duo order info, so when the time comes to pre-order, you just have to press one button to put your order through. Apple makes it quick, easy, and efficient.
$Apple(AAPL)$ Apple doesn't seem to need much push to go up regardless. But if this smart hub is $350 as projected, it could move some units. Google and Amazon comps may be cheaper, but Apple design sells.
$Apple(AAPL)$ The iPhone Duo is a passport-style foldable that opens from a 5.4-inch outer display into a 7.6-inch inner screen. Apple says that inner display is 50% larger than the iPhone 18 Pro Max's, which puts it close to iPad mini territory. It runs on the same A20 Pro chip as the iPhone 18 Pro, uses a titanium frame, moves Touch ID into the side button, and is eSIM-only worldwide. That folding screen is the whole reason people want this phone. It's also the reason Apple can't make enough of them. Phones aren't supposed to bend, and the engineering to make a folding screen work is complex, expensive, and time-consuming. That's why the Duo is Apple's priciest iPhone. It also means Apple won't have nearly enough units on hand when preorder
$Microsoft(MSFT)$ $Adobe(ADBE)$ Microsoft should make a bid for Adobe. Adobe wouldn't need 31K employees to do what they do. When will Shantanu reach out to his friend Satya?
$Apple(AAPL)$ Server rooms have long been dominated by massive, rack-mounted NVIDIA clusters cooled by industrial fans. But in the quiet corner of a stealth AI startup in San Francisco, the future of artificial intelligence looks a lot like a neat stack of aluminum boxes. Inside those sleek enclosures sit Apple's Mac mini and Mac Studio configurations. While the tech world spent years fixated on cloud-scale data centers, a paradigm shift happened: major AI labs discovered that Apple's Unified Memory Architecture and specialized Neural Engines solved the industry's most grueling bottleneck—memory bandwidth latency. The breakthrough didn't happen because Apple designed a dedicated server blade. It happened because they engineered the ultimate d
Some of the larger options bets showing up on index names today: $Microsoft(MSFT)$ — about $5.58M hit the Jun 16 '28 $770 calls, mostly new positioning, while MSFT was near $531.12. Roughly 1,600 contracts at $34.88, day volume 1,627 vs OI 0, latest mark $34.79. $Micron Technology(MU)$ — about $5.01M hit the Nov 20 '26 $1090 calls while MU was near $1065.74. Roughly 836 contracts at $59.90, day volume 952 vs OI 1,013, latest mark $50.67. $NVIDIA(NVDA)$ — about $4.99M hit the Nov 20 '26 $250 calls while NVDA was near $241.62. Roughly 6,051 contracts at $8.25, day volume 13,455 vs OI 45,590, latest mark $7.07.
To anyone saying 35k for a computer setup is crazy, $Apple(AAPL)$ 's newest iPhone costs 2k. A heavy duty but not crazy computer in the late 90s or early 2000s was 5k+. In 2026 dollars that's 15-20k, roughly one Mac Studio, which can already do a lot, so that might be the setup a lot of cheaper tinkerers go with. 35k for your own basically in-home data center is impressive. These things will fly off the shelves. I know I'm buying 2 as soon as I can pre-order.
$Netflix(NFLX)$ Ackman's track record with Netflix isn't the best, but he did buy a billion dollars worth of shares at a $74 entry point. And he also did quite well buying the dip on $Microsoft(MSFT)$ this year.
$Microsoft(MSFT)$ Would this just get back into the mid twenties so I can dump this stock? I like the company, but like so many others in this market, the disconnect between the company and the stock is getting ridiculous. So I'm trying to get out of this market. Still very bullish on the company itself, just not the stock.
$Alphabet(GOOGL)$ Watching to see if $Amazon.com(AMZN)$ ends up partnering with one of the other players on agentic retail checkout. Bezos and Jassy getting closer to Apple and Alphabet wouldn't be a surprise.