Finally and somewhat belatedly, Apple appears to recognize the inherent geopolitical risks of its China-centric supply chain and has been…
Tag: Loup Funds
Gene Munster: Apple CEO Tim Cook will retire as soon as 2026
Loup Funds’ Managing Partner, and longtime Apple analyst, Gene Munster believes that Apple CEO Tim Cook will retire as soon as 2026…
Gene Munster: Apple’s health and wellness investments will have a big payoff
U.S. health and wellness accounts for 20% of the GDP. Loup Funds’ Gene Munster expects that over the next two decades, Apple, Amazon…
Gene Munster: ‘Apple is, once again, defying gravity’
Loup Funds’ Gene Munster says that Apple is “defying gravity” and “powering through the early stages” of a macroeconomic downturn…
Munster: The future of CarPlay is in payments
At last month’s WWDC keynote, Apple announced that 98% of cars sold in the US are now compatible with CarPlay. That did not surpris …
Gene Munster: WWDC 2022 shows why Apple’s great for consumers and investors
Despite WWDC 2022 lacking “a headline-grabbing announcement, the keynote still delivered on the substance of what makes Apple great…
Apple to invest aggressively in America to diversify production amid globalization’s end – analyst
Shifting away from a focus in China, the global supply chain will likely change rapidly over the next decade. Apple saw it coming in 2018…
Gene Munster: ‘Apple embarks on its next trillion’
Loup Funds’ Gene Munster today weighs in on what Apple’s biggest surprise of 2022 will be as the company “embarks on its next trillion.”
Leave it to Apple to take VR and AR headsets mainstream
If AR and VR headsets are going to go mainstream, Apple will be the one to do it – just like they did with personal computers (Mac)…
Apple’s Cyber Monday lead times continue to show tight supply constraints
Gene Munster observed lead times at Apple for ten products in six countries that suggested the gap between demand and supply is slightly…
