ACTIVE: The Apple Investor Conference (WWiC)

A Conference on the Business of Apple
Tue, 10 June 2025
Day after #WWDC

#ACTIVE2025 @Apple $AAPL ...𝘯𝘰𝘵 𝘢𝘧𝘧𝘪𝘭𝘪𝘢𝘵𝘦𝘥 𝘸𝘪𝘵𝘩 𝘈𝘱𝘱𝘭𝘦 𝘐𝘯𝘤...

[ACTIVE: The Apple Investor Conference (WWiC) @ACTIVE_conf]

Worried about your $AAPL holdings?

Join us at ACTIVE: The Apple Investor Conference, for the comprehensive independent review of Apple as a business. → https://t.co/VsnzLSHTDn

Featuring
Horace Dediu,
@BenBajarin,
@JayGoldberg,
Philip Elmer-Dewitt.

[Horace Dediu @asymco]

I will be answering questions about Apple Live on Tuesday June 9, one day after WWDC keynote. Reply with your questions. Sign up to watch me live at https://t.co/NJlPdhHjeB.

[Horace Dediu @asymco]

Is a Crash Coming?

Today perhaps we should ask if a bubble is forming due to exuberance around AI which is inflating the market in unsustainable ways.

[Farshad Nayeri @FarshadNayeri]

Bundling / Unbundling

[Horace Dediu @asymco]

one is off the charts.

[Horace Dediu @asymco]

New data from Finnish national car inspection authority (Traficom). All new cars are exempt from inspection until their 4th year. 2021 model year EVs are finally up for first inspection. Here are the failure rates:
VW ID.4: 5.4%
Škoda Enyaq: 7.8%
Tesla Model 3: 58.7%
Tesla Model Y: 62.7%
Average EV: 23%
Worst ICE (Dacia Duster): 23%

[Horace Dediu @asymco]

Will the ascension of John Ternus to CEO, lower the criticism from the perennial Apple haters and critics?

https://t.co/nneVrDkAvr

[Horace Dediu @asymco]

Why is Apple’s R&D run rate suddenly $40 billion / year?

https://t.co/rqAkrD4k0o

[Ben Bajarin @BenBajarin]

Up 51% since I was there. I may be good luck. 😂

[Horace Dediu @asymco]

John Ternus has left big shoes to fill.

[Horace Dediu @asymco]

Asymco Office Hours Live Q&A with Horace Dediu of @Asymco:

April 8, 2026 at 12pm ET / 9am PT.

We are elated to have @munster_gene join our Live Q&A.

Asymco One subscribers can sign up to attend the live Q&A and ask questions.

We are now opening the registration to non-subscribers to watch live.

Recording & transcripts will be available to Asymco One subscribers, shortly after.

Join Us!

https://t.co/XvDiLkJp8D

[Horace Dediu @asymco]

On AI & Apple → https://t.co/yQvRRIbxb4

[Horace Dediu @asymco]

Join us for a Live Apple Q&A with @Asymco's Horace Dediu & @BenBajarin.
Wed March 4 at 3pm ET / 12pm PT → https://t.co/NJlPdhHjeB

Have Questions? Repost & comment below!

[Ben Bajarin @BenBajarin]

To the whole discussion spurred by the Morgan Stanley note today that $NVDA is underheld by institutions. The realiity is there still uncomfortable-ness with the volatility that comes with high retail ownership. NVIDIA needs to prove to be stable.

[ACTIVE: The Apple Investor Conference (WWiC) @ACTIVE_conf]

Retail Ownership of the 'Magnificent 7' Stocks.

[Ben Bajarin @BenBajarin]

We shall now continually refer to TSMC’s demand as robust.

[ACTIVE: The Apple Investor Conference (WWiC) @ACTIVE_conf]

One of these is not like the others.

World’s Largest Market Cap vs P/E Ratio

https://t.co/XOUROqEHDz

[ACTIVE: The Apple Investor Conference (WWiC) @ACTIVE_conf]

Jeff Williams, Apple COO is retiring.

https://t.co/G78jPLzMEC

[Miguel de Icaza ᯅ🍉 @migueldeicaza]

This wwdc was so protein packed.

I am installing the betas on all my primary devices the eve before I go on a long vacation to Japan.

[ACTIVE: The Apple Investor Conference (WWiC) @ACTIVE_conf]

Join @BenBajarin and @jaygoldberg at ACTIVE: The Apple Investor Conference on Tue, June 10th for the most up-to-date analysis of Apple's latest forays into AI & hardware, and the implication on Apple's competitiveness. Day after #WWDC25 keynote.
→ https://t.co/bA9KiYcojM

[ACTIVE: The Apple Investor Conference (WWiC) @ACTIVE_conf]

Patrick McGee (@PatrickMcGee_ , author of Apple in China) will be joining ACTIVE: The Apple Investor Conference to discuss the future of Apple's Production along with our host of #Apple experts, https://t.co/ovVD4Qa5kX on Tuesday June 10, day after #WWDC25 keynote.