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Monday Notes: Neo still sinking in

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Apr 12, 2026

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Asymco One Office Hours Live Q&A with Horace Dediu: April 8, 2026 → Full Recording & Transcript

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Gartner adds their Mac Q1 estimate to the pile

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Mac mini and Mac Studio orders booming

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AI as Infrastructure

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iPad at 16

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Morgan Stanley has a stark message for investors in Apple

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What are the odds of Apple surviving?

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iPhone sales continue to surge into February

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Asymco Office Hours Live Q&A with Horace Dediu: April 8, 2026

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KeyBanc maintains a lack of clarity of thought

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Apple’s services continue to see increased engagement, spending

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Valuation in a time of AI

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The Motley Fool asks: Where Will Apple Stock Be in 5 Years?

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Can a company outlive its founder? Microsoft at 51, Apple at 50 and The Auteur Theory of Business

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Apr 5, 2026

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Asymco Office Hours Live Q&A with Horace Dediu: April 8, 2026

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Analysis: Mac grew 16% and iPad grow 15% in China in the fourth quarter of 2025

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Mac market share to grow from 9% to 12% in 2026

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