2025 is destined to be a painful year for the Magnificent Seven, and it seems that it has just begun. The share prices of the Magnificent Seven led the market decline, which is rare in history.
Tag: AAPL
The importance of cash, Apple’s experience in using cash
Apple, managed by Steve Jobs, adopted a conservative financial policy and reserved more cash for the company’s research and development and operations. This was not unreasonable at the time, but Cook’s financial management was more efficient.
AI Agent will be the next wave of software industry
AI Agent is a program that can perform long-term tasks with little need for human supervision during the execution of the task
Apple repurchase, Buffett sold most of Apple stake,Nvidia capital operation, Tesla, AI bubble, Willow quantum chip
Peter read my post of Apple repurchase two days ago, inspired to write me a letter, raised several great questions and his concerns, I wrap up the feedback to him as this post.
Apple’s multiple LT compound capital alchemy is repurchase, 41.9% shares reduced in 12 years
One of the greatest repurchase and capital alchemy in human history, over the past nearly 12 years, Apple’s outstanding shares have decreased by 41.9%! 12 years after investing in Apple, the annualized rate of return (IRR) during the investment period is 24.1%. Note that your total shareholder equity would be multiplied by 1.721 in this case; in contrast, common stock splits have no effect on shareholder equity at all.
Semiconductor packaging market is undergoing fundamental changes
The more they enter the high-end process, these traditional global semiconductor packaging and testing plants (OSAT) gradually show their weaknesses – they are no longer able to enjoy the previous advantages in the field of high-end semiconductor process.
Apple search engine, the possibility and necessity to inhouse develop
Whether Apple should develop its own Apple search engine has been a headache puzzled Apple management. Search engines are the “most fundamental technology” for monetizing all advertising on the Internet today.
Will Google’s search engine antitrust ruled out has big impact on Alphabet?
Google’s search engine antitrust ruled out, Lessons learned from the three behemoths are not far away, history proves that most of them are in vail
Robot industry current status and application
The International Federation of Robotics predicts that the global robot market will reach US$66 billion by 2024. Global industrial robot sales are expected to exceed 590,000 units in 2023. The average annual compound growth rate from 2023 to 2026 is expected to reach 7%, and sales are expected to increase to 718,000 units.
What are silicon photonics? Why it’s important? and current progress
Silicon photonics technology is a technology that integrates optical components such as laser devices with silicon-based integrated circuits to achieve high-speed data transmission, longer transmission distances and low power consumption through light instead of electrical signals. Additionally, it provides lower latency.