peaktechisnow's comments

peaktechisnow | 6 years ago | on: Tesla earns its first-ever safety award from IIHS for Model 3

Is the Mazda3 roof made out of glass?

peaktechisnow | 6 years ago | on: Apple Reports Declining Profits and Slowing Growth Again

Why would you link the NYTimes for a business article? They don't have a clue. These results are excellent (particularly wearables growth) and they guided Q3 revenues well ABOVE Sell side estimates. China decline rate improved dramatically to only -4% Y/Y.

peaktechisnow | 6 years ago | on: Microsoft’s Q4 earnings and 2020 expectations

not apples to apples. 200M is likely the value of an options grant to be earned over multiple years. $20M for satya is likely an annual comp figure.

peaktechisnow | 6 years ago | on: Apple Plans to Bankroll Original Podcasts to Fend Off Rivals

Spotify started this war, but Apple will finish it.

peaktechisnow | 6 years ago | on: Tesla Model 3 deliveries beat Wall Street targets, shares up 7%

This is the correct answer.

peaktechisnow | 6 years ago | on: Tesla Model 3 deliveries beat Wall Street targets, shares up 7%

Stock was $224 on June 19th, hit $224 again on the 24th and closed today at $224. Not sure what the slump is you're referring to?

peaktechisnow | 6 years ago | on: Apple’s U.S. iPhones Can All Be Made Outside of China If Needed

That stat is wildly out of date -- its closer to 80%.

https://www.usgs.gov/centers/nmic/rare-earths-statistics-and...

There are operational mines in the U.S. and Australia (among others) and processing facilities in Estonia, Malaysia, and 3 processing facilities under construction in the US.

DoD has begun creating large stockpiles, adding >400 metric tonnes per year.

peaktechisnow | 6 years ago | on: Field Notes: Highlights from Huawei

They started the trade war before it even began by not allowing key US companies with market access...Pretty sure they blacklisted Google and Facebook well before we blacklisted Huawei.

peaktechisnow | 6 years ago | on: Field Notes: Highlights from Huawei

"...yet we are still very grateful to the American companies. They have made a lot of contributions to us."

And not always voluntarily :)

e.g. MacBook --> MateBook

peaktechisnow | 7 years ago | on: Investing Prophet Jeremy Grantham Takes Aim at Climate Change

"Prophet" who makes one horrifically awful market call after another. He was bullish in February of 2018 (right before implosion), after years of being bearish. What a clown.

peaktechisnow | 7 years ago | on: Drone Sighting Halts Departures at Heathrow Airport

and then they released them

peaktechisnow | 7 years ago | on: Why Sitting May Be Bad for Your Brain

Sample size: 15 people.

peaktechisnow | 7 years ago | on: Americans Own Less Stuff, and That’s Reason to Be Nervous

I think we just reached peak tech, ladies and gentlemen.