$AAPL
10 long-form articles and 29 pre-market mentions covering $AAPL from AskMelon Research.
Qualcomm's $238B Valuation Leans on a Royalty Toll Apple Is Walking Away From
Qualcomm prints $10.6 billion a quarter and a 72% margin on patents, but the engine behind that cash is a clock running down: Apple — one of three customers each worth 10% or more of revenue — plans Q…
Upstart's revenue jumped 44% in Q1 while its GAAP loss widened and its AI model faces a fraud suit
Upstart Holdings sells one idea above all others: that a machine reads creditworthiness better than a FICO score, and that this edge compounds into a software-grade business immune to the credit cycle…
Spotify Finally Makes Real Money, and the Labels Take Most of It
For most of its existence, Spotify was a paradox: a beloved product, a cultural institution, 700 million users — and a company that could not reliably make a profit. After fifteen years, that has fina…
The Pin
A company raised two hundred and thirty million dollars to build a small square of aluminum that clipped to your shirt and promised to replace your phone. It shipped fewer than ten thousand of them, w…
Search and Destroy
For twenty-five years it ran the greatest business ever built — the toll bridge that every question on the internet had to cross, monetized with the highest-margin advertising in history, a monopoly s…
The Multiple
It is one of the most profitable companies of its size in the world — eighty-five cents of operating profit on every dollar of revenue, growth above fifty percent a year, a stock that has risen many-f…
The Single Point of Failure
Almost every advanced chip on Earth — every Nvidia accelerator training every AI model, every processor in every iPhone, the silicon inside the weapons, the cars, the data centers, the banking systems…
The Two-Thousand-Dollar Bike That Stopped Being Used
A meditation on Peloton's fifty-billion-dollar peak, the assumption that pandemic fitness habits would persist, and the human inability to walk past expensive exercise equipment without eventually wal…
The Apple Store Playbook That Killed a Department Store
A meditation on Ron Johnson's seventeen months at J.C. Penney, the coupon withdrawal that erased the customer's reason to shop, and the limits of executive talent transfer across customer segments.
The Ten-Million-Dollar Bet That Became Forty Billion
A meditation on Steve Jobs's 1986 purchase of Pixar, the nineteen years of patient capital that followed, and the venture-capital timeline that no fund could have sustained.
Sunday, June 28, 2026
The 60-day Iran road map that was supposed to deliver a final deal by August 16 survived exactly nine days before the Strait of Hormuz became a shooting gallery again: Iran launched four one-way attac…
Saturday, June 27, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, June 27, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Friday, June 26, 2026
The cost-push reversal nobody modeled arrived Thursday: Apple raised Mac and iPad prices by 17–25% (Mac models ~18%, iPad models 20–25%) and Microsoft announced Xbox hikes of $100–$150 — both citing A…
Monday, June 8, 2026
The weekend Iran-Israel missile exchange — Iran's first direct barrage at Israel since the April 8 ceasefire, answered by Israeli airstrikes on Iranian petrochemical facilities and US CENTCOM strikes …
Saturday, May 23, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, May 9, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Monday, May 4, 2026
US DoD denied an Iranian missile hit on a destroyer near Jask island but Brent whipped $103→$113 before settling ~$108; S&P futures oscillate -0.1% to +0.2% with the first 30 minutes the day's binary …
Sunday, May 3, 2026
Iran submits a 14-point war-end proposal. Trump says he's "reviewing the concept." A new bulk carrier is attacked near Hormuz hours later. The S&P closed Friday at an all-time high of 7,230. Japan and…
Saturday, May 2, 2026
Your Saturday morning market coffee. The week three cloud giants committed $515 billion in AI capex in a single evening, Brent oil briefly hit $126 (a four-year high), Powell said goodbye from the pod…
Saturday, May 2, 2026
Total: 33 verified, 2 wrong, 3 unverified (38 claims)
Saturday, May 2, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, May 2, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Friday, May 1, 2026
Apple's Q2 record ($111.2B revenue, EPS $2.01, $100B buyback) and Reddit's blowout (+69% YoY) headline a Labour Day-thinned session — EU, China, Korea, HK, TW, India all closed; ISM Manufacturing at 1…
Friday, May 1, 2026
The morning after a record-setting April close (S&P +1.02% to 7,209.01, Nasdaq +0.89% to 24,892.31 — best month since 2020 (S&P best since November 2020; Nasdaq best since April 2020)). Apple capped M…
Friday, May 1, 2026
Aggregate: 5 correct + 2 partial + 3 wrong = 60%.
Friday, May 1, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Friday, May 1, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Friday, May 1, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Friday, May 1, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Friday, May 1, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Friday, May 1, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Friday, May 1, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Friday, May 1, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Friday, May 1, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Thursday, April 30, 2026
The morning after the most consequential earnings night of 2026 — Mag-4 split 2-2 (GOOGL +7%, AMZN +4% vs META -7%, MSFT -1.5%); Powell's valedictory delivered an 8-4 vote (largest dissent since 1992)…
Sunday, April 26, 2026
Trump blows up the Islamabad talks. Araghchi reroutes to Moscow. The week that ends with "indefinitely extended ceasefire" starts with envoys sent home.
Saturday, April 25, 2026
Why this format / topic:
Tuesday, April 21, 2026
Tim Cook exits Apple. Vance flies to Islamabad. Defense earnings before the bell. Retail Sales at 8:30. And the ceasefire expires tomorrow night. It's all happening at once.