Hello everyone. Apple is holding its product event next Tuesday at Apple Park. Accordingly, next week’s update schedule needs to be adjusted. There will be updates on Wednesday, Thursday, and Friday. At this time, my expectation is that all three updates next week will be dedicated to reviewing App

Above Avalon - Apple Analysis. From Wall Street to Silicon Valley

16.09.2025

Above Avalon: Observations Attending Apple’s “Awe Dropping” Event, Who Is the iPhone Air For?, Apple Wearables Momentum

Hello everyone. In Wednesday’s update , we went over the major themes and takeaways from Apple’s product event. iPhone Air is the most noteworthy iPhone redesign since at least iPhone X (2017). Hardware design efficiency (with the goal of improving experiences / how devices are used). Ba

Above Avalon - Apple Analysis. From Wall Street to Silicon Valley

16.09.2025

Above Avalon: My Full Notes From Apple’s “Awe Dropping” Event

Hello everyone. Welcome to a new week. As we go through my notes from Apple’s event, some of the major themes and takeaways (discussed last Tuesday) will shine through. This was one of the more HW-focused events from Apple in recent memory. Let’s jump in.

Above Avalon - Apple Analysis. From Wall Street to Silicon Valley

16.09.2025

Above Avalon: Apple’s “Awe Dropping” Event Review: Major Takeaways and Themes

Happy Wednesday. Today’s update includes the first part of my Apple event review. Apple’s pretaped presentation can be viewed here . The discussion will flow into tomorrow’s update. Let’s jump right in.

home›Above Avalon - Apple Analysis. From Wall Street to Silicon Valley

Above Avalon - Apple Analysis. From Wall Street to Silicon Valley

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Above Avalon: Some Thoughts Ahead of Apple’s Event, Apple Facing Improving Device Upgrade Environment

Above Avalon: Observations Attending Apple’s “Awe Dropping” Event, Who Is the iPhone Air For?, Apple Wearables Momentum

Above Avalon: My Full Notes From Apple’s “Awe Dropping” Event

Above Avalon: Apple’s “Awe Dropping” Event Review: Major Takeaways and Themes

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Above Avalon - Apple Analysis. From Wall Street to Silicon Valley