Apple - $AAPL

Over a third of US doctors now use AI to take visit notes — Doximity CEO

7 lessons: a Stanford safety test of 24 clinical AI models, software that checks every AI drug dose, and the Steve Jobs voicemail behind one of the…

11 hrs ago • Scuttlebutt

Cracked iPhone Duos could run to tens of thousands, says Bloomberg's Apple reporter

7 insights: why Apple moved its M&A chief aside, why software is now its weakest part, how casino-style games out-earn the Mac, and why LG makes its new…

Oct 29 • Scuttlebutt

AI monetization could add $75 a share to Apple's stock, says Yorkville Ives partner

8 calls: why Apple and Meta "need each other" on AI, why the Fast Money traders split on a "historic" bond reversal, and why Deutsche Bank now rates…

Oct 16 • Scuttlebutt

"Most investors are incapable of doing nothing": ex-Sequoia chairman on holding winners

11 lessons: what Charlie Munger said set him apart, why great founders are so hard to spot early, and what Bill Gates, Steve Jobs and Jensen Huang…

Oct 11 • Scuttlebutt

Oceans co-founder: his Apple team sold $60M of ads in 6 weeks for a product not yet live

17 lessons: Why Steve Jobs vetted the Quattro team for 3 hours, why Etched reminded his partner of a young Zuckerberg, and why AI will mint…

Oct 10 • Scuttlebutt

Her sector ETF is 50% stocks, hinting at a weaker 2027, says Fairlead Strategies founder

14 calls: why breadth divergences are over-cited, a 10-year yield breakout that may stair-step higher, gold as a hedge, and a Bitcoin ETF running 70% to…

Oct 9 • Scuttlebutt

15 or 16 companies are now worth $1T, up from just Apple, Rockefeller Capital CEO finds

10 insights: Why he says many AI-era startups won't get today's valuations, how he caps clients' exposure to speculative deals, and why selling Merrill…

Oct 7 • Scuttlebutt

Nassim Taleb: buying AI-linked stocks is probably the most naive thinking there is

3 arguments: Why he calls the stock market a trap that keeps rising while risk builds, and why Apple and IBM both nearly went out of business after…

Oct 7 • Scuttlebutt

VisserLabs investor on his 46-name crypto index: "up year to date 50%"

10 calls: why he says rates have only normalized, why AI agents will need crypto to move money, and why the fourth quarter is when big allocators pick…

Oct 4 • Scuttlebutt

OpenEvidence CEO: doctors using the app will treat 300M Americans this year

10 takeaways: why 88% of second opinions differ from the first, how the iTunes model won medical journals as partners, and why 1 in 3 clinical trials…

Oct 1 • Scuttlebutt

Anthropic's $2T IPO lets insiders unload on retail, says SK Ventures' managing partner

11 arguments: Why two customers at 25% of revenue alarm him, why stripping out training costs is "earnings before bad things," and why stopping training…

Oct 1 • Scuttlebutt

Autonomous weapons have existed for thousands of years, says Anduril's founder

11 arguments: why Anduril will not build humanoids or launch rockets, why 80% of big defense programs went to 5 firms, and why AI does not change the…

Sep 29 • Scuttlebutt

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