Dan Ives

Oh, okay.

Really, that soon?

I continue to think it's either Chesney from JMU.

Yeah, exactly.

Or there could be a mystery candidate that we'll see how that emerged over the coming days.

i'm no not no not that no please we we better days are ahead for penn state after a dark year okay yeah all i ask you're such a hitter and you're so f1 next time you go to f1 take young john farrow with you the reason i got into f1 it was netflix and and farrah yeah yeah

Look, it's a surprise upgrade cycle.

I mean, that's the reality.

And for so long, we've always talked about these upgrade cycles, a potential super cycle.

And this is a surprise upgrade cycle.

And I think especially what we're seeing in China, well, China was a decliner.

Now you start to see that increasing year over year.

That's something, streets coming up in terms of numbers.

The New York City cab driver is embarrassed in Apple the last six to nine months.

So this is a bullish scenario, especially leading into what I believe now will be the year of AI, ultimately a Google partnership for Apple, $75 to $100 a share that it adds.

Okay.

Today, it's invisible, right?

Today, in the AI party that started at 9 p.m., it's now 10.30 p.m.

That party goes to 4 a.m.

Cook and Apple, they're on the outside looking behind the velvet ropes.