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Devices

Smart Glasses – Oh Snap!

Too big, too expensive, no ecosystem.

Apple WWDC 26 – Second time lucky?

Sniping from the back of the pack.

Apple FQ2 26 – Mini Cycle.

Silly gimmicks still sell phones.

Apple – At the Crossroads

The new cook is confirmed.

Automotive Ecosystems – The $100bn Pitch

Rivian will have to stop making cars.

Qualcomm FQ1 26 & Google Q4 25– All In!

Qualcomm FQ1 26 – A situation that both Qualcomm and MediaTek would like to forget. Google Q4 25 – All its chips on AI

Apple FQ1 26 – The Gimmick Dividend  

Pointless gimmicks are still a crowd pleaser

Intel Q4 2025 –No Light in the Tunnel

Intel looks like it is doing a Lucent.

Meta Platforms – Cash not Limitless

Looks like an acqui-hire

The Metaverse – Resource Allocation

More realignment and less cancellation