The single biggest threat to Apple is existential, in that it is not any where near for the next two to four years out -- the single biggest threat to Apple is the Amazon Alexa operating system. The fact is we are probably at "Peak Swipe" right now. And we might be at peak iOS operating system in the smartphone world right now. Amazon's Alexa is something that in Apple’s … [Read more...] about Peak Swipe: Why Alexa is Apple’s greatest threat (And how Amazon anti-trust will play out)
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Here's part 3 of 3 of the transcript to this week's Trading With Cody Live Q&A Conference Call. Q. I’ve been a subscriber for about 4 or 5 years and I love the site! I wanted to know what your opinion was on Apple? I have always enjoyed if you would be a buyer or a seller before earnings. Your year-end prediction of Apple last year was spot on. It hit the price target … [Read more...] about Peak Swipe: Why Alexa is Apple’s greatest threat (And how Amazon anti-trust will play out)
Here's a 46-minute podcast version of this entire Trading With Cody Live Q&A Conference Call. You can also listen to my podcast on iTunes too. Here's the part 3 of 3 of this week's Trading With Cody Live Q&A Conference Call transcript. Q: Blackberry? You don’t normally make earnings trades but we did this time. With that said, what is the plan with Blackberry? Do … [Read more...] about Why Apple should buy Blackberry, Did Instagram kill Snap AND Did Alexa just kill the App Revolution?
“Skate to where the puck is going, not where it has been.” - Wayne Gretsky I snuggled and/or played with Amaris all night at the hospital in Albuquerque...but we get to home today! Since I'll be on the road home today, let's reschedule this week's Live Q&A Conference Call for tomorrow at 1pm ET (Dial-in: #: 641-715-0700 Access Code: 709981). Here are a couple … [Read more...] about Alexa, Blackberry, Samsung…and hockey?
The family is doing great. Amaris is a bundle of hilarity and smiles most any time I talk to her. And her outright cracking up with chuckles when I pretend I'm a cat and purr/meow on her belly and neck is about the pinnacle of parenting. She's gotten big enough and healthy enough that's she spends most of her days off of the oxygen/humidity and has gotten much more active … [Read more...] about Latest Positions, family update, Boston/NYC trip