$NVIDIA(NVDA.US)$ $Apple(AAPL.US)$ $Intel(INTC.US)$
1. The more customers adopt the Grace architecture, the better for Nvidia’s competitive advantage in AI. However, shipments of the GH200 have been lower than expected, and only Amazon has adopted it among major global customers. Therefore, Nvidia has high hopes for GB200 and is deliberately widening the specification gap between GB...

The previous market consensus for iPhone shipments in 2024 was 220-225 million units, which has now begun to be revised downwards and is moving closer to my previous forecast of 200 million units. If Apple fails to launch generative AI services this year that are better than market expectations, Nvidia's market value will most likely surpass Apple. $NVIDIA(NVDA.US)$ $Apple(AAPL.US)$

$Apple(AAPL.US)$ US Market Demand Slowing Significantly, Global Release Schedule Forecast, Interpretations for Supply Chain Production Expansion and Return Rates, New Model Prediction, and Investment Strategy
Demand in the U.S. market has slowed down significantly:
1. Vision Pro shipping time has now improved to 3–5 days (early March).
2. The shipping time after pre-orders opened on 19 January was in early March, meaning that although Vision Pro sold out after pre-orders opened...

APPLE BOOSTS IMESSAGE SECURITY TO FEND OFF QUANTUM COMPUTING ATTACKS
Apple $Apple(AAPL.US)$ is upgrading the security of its iMessage app, aiming to fend off a looming future threat: advanced quantum computing attacks
The changes will be part of a new system called PQ3, It’s a more advanced type of encryption that could thwart attacks from quantum computers — still-nascent technology that can perform calculations exponentially faster than traditional machines

$Apple(AAPL.US)$
Conclusion:
The immediate sold-out when pre-orders opened confirms earlier predictions. However, the inability to sustain a steady increase in pre-order demand is a major concern and also confirms earlier concerns about whether the intensity of demand can be sustained. Click here and here for details of my previous predictions.
Analysis：
1. Based on pre-order inventory and shipping time, I es...

1. $Apple(AAPL.US)$ announced a February 2nd release date for the Vision Pro, in line with my earlier prediction of an early February launch.
2. When Apple announced the Vision Pro last June, the company did a good job showcasing the technology but left out more important information about the product’s positioning and key applications. If Apple can provide more details of these aspects before the pre-order or launch, it would...

$NVIDIA(NVDA.US)$ 1. Based on their assumptions about Nvidia’s CoWoS shipments and payment terms, some of the investors I spoke with expect Nvidia to offer the Q3 revenue guidance of $16.5–17.5 billion. So when the media reported that Nvidia’s financial guidance beat the market consensus, it was actually lower than expected for these investors.
2. From a fundamental point of view, Nvidia’s CoWoS shipment QoQ growth rate in the fourth qua...

$Apple(AAPL.US)$
Conclusion:
1. Apple will upgrade existing iPad models and launch new a new model in 2024, but shipments are still far from the peak in 2022 due to the decline in work-from-home (WFH) demand and a lack of structural change in the entertainment and productivity user experience.
2. Key upgrades to focus on include the M3 processor and OLED displays.
3. iPad shipments in 2024 are estimated at 52–54 million units (vs. a...

$Dell Technologies(DELL.US)$
1. My latest supply chain check indicates that the higher-than-expected demand for AI servers has prompted Dell to request a significant production expansion of about 200% for AI server bottleneck components, such as chassis and motherboard SMT, to meet the future needs of enterprise customers. Th...