Neil Cybart

YouTube video by AVALON Introducing AVALON, an all-new podcast about Apple from Neil Cybart

Check out a quick video recapping this announcement via YouTube www.youtube.com/watch?v=7g0L...
or AboveAvalon.com www.aboveavalon.com/avalon

The AVALON Podcast - Above Avalon

ANNOUNCEMENT:

Join me each week for a journey through the world of Apple - loosely modeled after Apple's famous Monday morning meetings.

100% supported by listeners.

First episode goes out June 3rd.

Sign up now: aboveavalon.com/avalon

Meta is the most direct competitor to Apple among Big Tech companies. Today's update looked at Meta's most recent earnings, the five things that Mark Zuckerberg sees as AI opportunities, and why Meta should be thought of as CoComelon for adults.

Above Avalon: Meta 1Q25 Earnings, Zuckerberg’s Five AI Opportunities, Meta is CoComelon for Adults Hello everyone. We will use today’s update to circle back to Meta’s latest earnings report. The company reported earnings a few weeks ago. While Meta is the most direct competitor to Apple among Big T...

Today's Above Avalon Daily:

- Meta 1Q25 Earnings
- Zuckerberg’s Five AI Opportunities
- Meta is CoComelon for Adults

www.aboveavalon.com/dailypremium...

Above Avalon: The WSJ’s Sketchy iPhone Pricing Article, Does Apple Need Higher iPhone Pricing?, Does iPhone 16e Provide Pricing Clues? Happy Monday. We will jump into today's update with a recent story from the WSJ regarding iPhone pricing. Let's jump right in.

Yesterday's Above Avalon Daily:

- The WSJ’s Sketchy iPhone Pricing Article
- Does Apple Need Higher iPhone Pricing?
- Does iPhone 16e Provide Pricing Clues?

www.aboveavalon.com/dailypremium...

Here were the topics discussed in last week's Above Avalon Daily newsletter updates. Each update is roughly 1,500 words and contains comprehensive analysis & research on all things Apple. Sent via email and available in podcast form as well. aboveavalon.com/aboveavalond...

Above Avalon: Apple Receives App Store Gut Punch in U.S., The Absurdity of It All, An App Store Dilemma Hello everyone. Last Friday’s update was focused on Apple’s 2Q25 earnings. We will continue my earnings review later this week. My full notes from last week's App Store anti-steering court ruling c...

Today's Above Avalon Daily newsletter:

- Apple Receives App Store Gut Punch in U.S.
- The Absurdity of It All
- An App Store Dilemma

www.aboveavalon.com/dailypremium...

Above Avalon: Thoughts on Apple’s 2Q25 Earnings Welcome to a special Friday edition of the Above Avalon Daily. Today's update will go over Apple's earnings. Become a member to continue reading today’s update. Already a member? Read the full upda...

Above Avalon Daily newsletter (from May 2nd):

Thoughts on Apple’s 2Q25 Earnings

www.aboveavalon.com/dailypremium...

Above Avalon: Previewing Apple’s 2Q25 Earnings Hello everyone. The news flow isn't taking a break. The ongoing Epic Games vs. Apple legal battle in the U.S. took a sharp turn against Apple. There is a lot to discuss from the court ruling involving...

Apple reports earnings later today at 4:30 pm ET. I published my preview for Above Avalon members (linked below).

While there are moving pieces pertaining to tariffs, my expectation is for a decent FY2Q25, w/ FY3Q25 looking potentially even better.

www.aboveavalon.com/notes/2025/5...

Big Tech’s Missing Growth Story — Inside Orchard Wall Street loves a good story, and there appears to be an absence of catalysts capable of supplementing AI mania as Big Tech’s growth story.

My newest InsideOrchard.com essay:

Big Tech’s Missing Growth Story

insideorchard.com/essays/big-t...

Wall Street loves a good story, and there appears to be an absence of catalysts capable of supplementing AI mania as Big Tech’s growth story.

Above Avalon: Apple Watch Turns 10 Years Old, Apple Watch: By the Numbers, Looking Ahead Hello everyone. Today’s update will be dedicated to Apple Watch. Ten years ago today, the Apple Watch went on sale in what was a highly anticipated launch. The Apple Watch was the first major new pro...

The Above Avalon Daily newsletter (April 24th)

- Apple Watch Turns 10 Years Old
- Apple Watch: By the Numbers
- Looking Ahead

www.aboveavalon.com/dailypremium...

Above Avalon: Early Thoughts on Tariff Impact on Apple’s Financials, Apple Valuation Update Hello everyone. Apple reports earnings on May 1st. We will go over my detailed earnings expectations early next week. To tie up a few loose ends that are still outstanding on the tariff front, there...

The Above Avalon Daily newsletter (April 23rd)

- Early Thoughts on Tariff Impact on Apple’s Financials
- Apple Valuation Update

www.aboveavalon.com/dailypremium...

This newsletter was focused on sectoral tariffs tied to semiconductors. There was plenty to cover including differences between reciprocal and sectoral tariffs, the Trump administration’s goal(s) for semiconductors, and the various unanswered questions found with the topic.

Above Avalon: Apple and Tariffs (Let’s Talk Sectoral Tariffs) Hello everyone. Today’s discussion will be focused on sectoral tariffs tied to semiconductors. There is plenty to cover including differences between reciprocal and sectoral tariffs, the Trump adminis...

The Above Avalon Daily newsletter (April 22nd)

Apple and Tariffs (Let’s Talk Sectoral Tariffs)

www.aboveavalon.com/dailypremium...

The way these exemptions subsequently played out on social media then fueled an interesting twist involving sectorial tariffs.

It feels good to be back after some time off for spring break.

On the tariff front, the major news involving exemptions broke a few hours after the most recent daily update was published on Friday, April 11th. Accordingly, today's newsletter was dedicated to going over the tariff exemptions.

Above Avalon: Apple and Tariffs (Exemptions Granted, With a Twist) Hello everyone. It feels good to be back after some time off for spring break. On the tariff front, the major news involving exemptions broke a few hours after the most recent daily update was publi...

Today's Above Avalon Daily newsletter:

Apple and Tariffs (Exemptions Granted, With a Twist)

www.aboveavalon.com/dailypremium...

Another receipt:

February 25th, 2025. Apple Announces New U.S. Commitment, Untangling the Politics from Apple’s Commitment, Apple and Trump 2.0

aboveavalon.com/dailypremium...

Above Avalon: President Trump Wins Blowout Election, Impacts on Apple, Tim Cook’s Key Role Hello everyone. We are going to take a detour and talk about the U.S. presidential election. A second Trump term will present more work for Apple, although the resulting upside is significantly greate...

Here's the receipt:

November 6th, 2024. President Trump Wins Blowout Election, Impacts on Apple, Tim Cook’s Key Role

www.aboveavalon.com/dailypremium...

Above Avalon members were well prepared for Apple tariff exemptions being granted. Here's the *very* first thing I wrote for members after Trump won the election last November.

Today’s Above Avalon Daily newsletter concluded our multi-day discussion involving everything tariffs.

After today’s discussion, we are in good shape in terms of addressing most outstanding questions involving Apple and tariffs.

Be careful out there folks. A lot of people on this website who absolutely lost their s$*% this week spreading fear and panic are now trying to backtrack because exemptions that were *very* likely all along (I've been saying it for months...) were announced.

In terms of accuracy, we are right on track with how events on the ground have been unfolding.

One of my goals for this week’s discussion has been to not get caught up in the craziness – most of which is unnecessary and driven by social media.

Today’s Above Avalon Daily newsletter concluded our multi-day discussion involving everything tariffs.

After today’s discussion, we are in good shape in terms of addressing most outstanding questions involving Apple and tariffs.

Above Avalon: Apple and Tariffs (Part 4) Hello everyone. Today’s update will conclude our multi-day discussion involving everything tariffs. After today’s discussion, we will be in good shape in terms of addressing most outstanding questions...

Today's Above Avalon Daily newsletter:

Apple and Tariffs (Part 4)

www.aboveavalon.com/dailypremium...

Yesterday's Above Avalon Daily newsletter was Part 3 of a multi-day discussion regarding everything Apple & tariffs. The update went over my thoughts regarding reciprocal tariffs being paused (ex. China), upcoming trade deals, & why exemptions for Apple continue to look likely.

Above Avalon: Apple and Tariffs (Part 3) Hello everyone. Happy Wednesday. After a few days of little to no clarity on tariffs, there was quite a bit of news today. We will keep going with this week’s format of having one multi-day discussio...

The Above Avalon Daily newsletter (for Apr 9 25):

Apple and Tariffs (Part 3)

www.aboveavalon.com/dailypremium...

Just thinking ahead, 90 days puts us in the middle of July aka summer vacation season when half of Wall Street is away.

UPDATE: White House clarifying that every country, except for China, will be at a 10% tariff for 90 days. Basically, the reciprocal tariffs have been taken off the table for everyone but China.

China tariff rises to 125% as part of the "who blinks first" contest.

Assuming I am reading this statement the right way (it's a bit confusing):

- A 90-day pause on 10% blanket tariff
- All reciprocal tariffs, except for China, reduced to 10% for 90 days
- China tariffs raised to 125% (both sides playing "who will blink first" contest)

Significant development