Michael J. Kramer, why don't you include $AAPL in your coverage? Isn't #Apple included as part of #FAANG?

So #Apple $AAPL will continue to bleed its US customers while giving sweet deals to the Chinese who know the Iphone is no longer a status symbol, but is in fact inferior to Huawei and Samsung.

The comparison of $AAPL to $JPM really puts things in perspective.

This makes #Apple's numbers even more impressive $AAPL

Yet #Amazon is the one that has made the foray into #pharma. Seems like it might have made more sense for #Apple to do that or for Amazon to have made health more of a central focus of its tech. $AAPL $AMZN

You're right that the case is more clear for $TSLA than for $AAPL.

I think for $AAPL, it boils down to the progress of Project Titan --their automotive program.

It Titan is in better shape than the consensus belief, then they may do well to pass on the opportunity. Although I'm very skeptical of Titan. Even if they are developing a 1st class self-driving solution consisting of sensors, chips and SW, it would be the first time they don't take full control of the overall product --the car.

Also, EV brand authenticity belongs to Tesla. It is too late for Apple to develop the brand power it has on handheld devices in EV, IMO.

Hmm, Dick Kaplan may be on to something. Apple does do that. Let the other company waste a fortune figuring out what works and what doesn't. Then Apple can come in with something better and it's legions of fans will switch to their product. Go $AAPL!

This is a fascinating article and an Apple/Tesla partnership or merger would create a formidable presence in this space. But while it's clear why #Tesla and #Musk are in desperate need of a white night to sweep in and save the day, I don't believe you've made the case for how this would benefit #Apple or #TimCook. $TSLA $AAPL

This $AAPL trillion event kinda feels like the $BABA IPO.

I certainly won't start a position in $AAPL at 208! We are smarter than that don't worry.