(Preview) Apple in China and Japan, The iPad as a Mac Replacement, Apple and the Growth Premium

A question about Apple sentiment in China spawns memories of Apple's entrance to Japan, the utility of the iPad as a Mac replacement (and why the Vision Pro would be the better option for that job), plus Apple acquisitions, Apple's growth premium, and where, exactly, Meta is spending all that money in the Metaverse.

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Apple’s New iPad Pro Should Turn Device Into True Laptop Replacement — Bloomberg

Apple Earnings, Wearables and Vision Pro, AI Leverage — Stratechery Update

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