Neil Cybart
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Neil Cybart
@neilcybart.bsky.social
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Apple / tech analysis. Founder/author http://AboveAvalon.com and http://InsideOrchard.com. Focusing is about saying no.
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Neil Cybart @neilcybart.bsky.social · May 30
ANNOUNCEMENT:

Join me each week for a journey through the world of Apple - loosely modeled after Apple's famous Monday morning meetings.

100% supported by listeners.

First episode goes out June 3rd.

Sign up now: aboveavalon.com/avalon
The AVALON Podcast - Above Avalon
aboveavalon.com
neilcybart.bsky.social
ANNOUNCEMENT:

Join me each week for a journey through the world of Apple - loosely modeled after Apple's famous Monday morning meetings.

100% supported by listeners.

First episode goes out June 3rd.

Sign up now: aboveavalon.com/avalon
The AVALON Podcast - Above Avalon
aboveavalon.com
May 30, 2025 at 4:17 PM
neilcybart.bsky.social
Today's Above Avalon Daily:

- Meta 1Q25 Earnings
- Zuckerberg’s Five AI Opportunities
- Meta is CoComelon for Adults

www.aboveavalon.com/dailypremium...
Above Avalon: Meta 1Q25 Earnings, Zuckerberg’s Five AI Opportunities, Meta is CoComelon for Adults
Hello everyone. We will use today’s update to circle back to Meta’s latest earnings report. The company reported earnings a few weeks ago. While Meta is the most direct competitor to Apple among Big T...
www.aboveavalon.com
May 20, 2025 at 8:33 PM
neilcybart.bsky.social
Yesterday's Above Avalon Daily:

- The WSJ’s Sketchy iPhone Pricing Article
- Does Apple Need Higher iPhone Pricing?
- Does iPhone 16e Provide Pricing Clues?

www.aboveavalon.com/dailypremium...
Above Avalon: The WSJ’s Sketchy iPhone Pricing Article, Does Apple Need Higher iPhone Pricing?, Does iPhone 16e Provide Pricing Clues?
Happy Monday. We will jump into today's update with a recent story from the WSJ regarding iPhone pricing. Let's jump right in.
www.aboveavalon.com
May 20, 2025 at 8:32 PM
neilcybart.bsky.social
Here were the topics discussed in last week's Above Avalon Daily newsletter updates. Each update is roughly 1,500 words and contains comprehensive analysis & research on all things Apple. Sent via email and available in podcast form as well. aboveavalon.com/aboveavalond...
May 20, 2025 at 8:32 PM
neilcybart.bsky.social
Today's Above Avalon Daily newsletter:

- Apple Receives App Store Gut Punch in U.S.
- The Absurdity of It All
- An App Store Dilemma

www.aboveavalon.com/dailypremium...
Above Avalon: Apple Receives App Store Gut Punch in U.S., The Absurdity of It All, An App Store Dilemma
Hello everyone. Last Friday’s update was focused on Apple’s 2Q25 earnings. We will continue my earnings review later this week. My full notes from last week's App Store anti-steering court ruling c...
www.aboveavalon.com
May 6, 2025 at 1:03 AM
neilcybart.bsky.social
Above Avalon Daily newsletter (from May 2nd):

Thoughts on Apple’s 2Q25 Earnings

www.aboveavalon.com/dailypremium...
Above Avalon: Thoughts on Apple’s 2Q25 Earnings
Welcome to a special Friday edition of the Above Avalon Daily. Today's update will go over Apple's earnings. Become a member to continue reading today’s update. Already a member? Read the full upda...
www.aboveavalon.com
May 6, 2025 at 1:02 AM
neilcybart.bsky.social
Apple reports earnings later today at 4:30 pm ET. I published my preview for Above Avalon members (linked below).

While there are moving pieces pertaining to tariffs, my expectation is for a decent FY2Q25, w/ FY3Q25 looking potentially even better.

www.aboveavalon.com/notes/2025/5...
Above Avalon: Previewing Apple’s 2Q25 Earnings
Hello everyone. The news flow isn't taking a break. The ongoing Epic Games vs. Apple legal battle in the U.S. took a sharp turn against Apple. There is a lot to discuss from the court ruling involving...
www.aboveavalon.com
May 1, 2025 at 2:08 PM
neilcybart.bsky.social
My newest InsideOrchard.com essay:

Big Tech’s Missing Growth Story

insideorchard.com/essays/big-t...

Wall Street loves a good story, and there appears to be an absence of catalysts capable of supplementing AI mania as Big Tech’s growth story.
Big Tech’s Missing Growth Story — Inside Orchard
Wall Street loves a good story, and there appears to be an absence of catalysts capable of supplementing AI mania as Big Tech’s growth story.
insideorchard.com
April 25, 2025 at 2:48 PM
neilcybart.bsky.social
The Above Avalon Daily newsletter (April 24th)

- Apple Watch Turns 10 Years Old
- Apple Watch: By the Numbers
- Looking Ahead

www.aboveavalon.com/dailypremium...
Above Avalon: Apple Watch Turns 10 Years Old, Apple Watch: By the Numbers, Looking Ahead
Hello everyone. Today’s update will be dedicated to Apple Watch. Ten years ago today, the Apple Watch went on sale in what was a highly anticipated launch. The Apple Watch was the first major new pro...
www.aboveavalon.com
April 25, 2025 at 2:47 PM
neilcybart.bsky.social
The Above Avalon Daily newsletter (April 23rd)

- Early Thoughts on Tariff Impact on Apple’s Financials
- Apple Valuation Update

www.aboveavalon.com/dailypremium...
Above Avalon: Early Thoughts on Tariff Impact on Apple’s Financials, Apple Valuation Update
Hello everyone. Apple reports earnings on May 1st. We will go over my detailed earnings expectations early next week. To tie up a few loose ends that are still outstanding on the tariff front, there...
www.aboveavalon.com
April 25, 2025 at 2:46 PM
neilcybart.bsky.social
The Above Avalon Daily newsletter (April 22nd)

Apple and Tariffs (Let’s Talk Sectoral Tariffs)

www.aboveavalon.com/dailypremium...
Above Avalon: Apple and Tariffs (Let’s Talk Sectoral Tariffs)
Hello everyone. Today’s discussion will be focused on sectoral tariffs tied to semiconductors. There is plenty to cover including differences between reciprocal and sectoral tariffs, the Trump adminis...
www.aboveavalon.com
April 25, 2025 at 2:45 PM
neilcybart.bsky.social
Today's Above Avalon Daily newsletter:

Apple and Tariffs (Exemptions Granted, With a Twist)

www.aboveavalon.com/dailypremium...
Above Avalon: Apple and Tariffs (Exemptions Granted, With a Twist)
Hello everyone. It feels good to be back after some time off for spring break. On the tariff front, the major news involving exemptions broke a few hours after the most recent daily update was publi...
www.aboveavalon.com
April 21, 2025 at 10:27 PM
neilcybart.bsky.social
Above Avalon members were well prepared for Apple tariff exemptions being granted. Here's the *very* first thing I wrote for members after Trump won the election last November.
April 12, 2025 at 7:11 PM
Reposted by Neil Cybart
neilcybart.bsky.social
Today’s Above Avalon Daily newsletter concluded our multi-day discussion involving everything tariffs.

After today’s discussion, we are in good shape in terms of addressing most outstanding questions involving Apple and tariffs.
April 11, 2025 at 4:17 PM
neilcybart.bsky.social
Be careful out there folks. A lot of people on this website who absolutely lost their s$*% this week spreading fear and panic are now trying to backtrack because exemptions that were *very* likely all along (I've been saying it for months...) were announced.
April 12, 2025 at 7:10 PM
neilcybart.bsky.social
Today's Above Avalon Daily newsletter:

Apple and Tariffs (Part 4)

www.aboveavalon.com/dailypremium...
Above Avalon: Apple and Tariffs (Part 4)
Hello everyone. Today’s update will conclude our multi-day discussion involving everything tariffs. After today’s discussion, we will be in good shape in terms of addressing most outstanding questions...
www.aboveavalon.com
April 11, 2025 at 4:17 PM
neilcybart.bsky.social
The Above Avalon Daily newsletter (for Apr 9 25):

Apple and Tariffs (Part 3)

www.aboveavalon.com/dailypremium...
Above Avalon: Apple and Tariffs (Part 3)
Hello everyone. Happy Wednesday. After a few days of little to no clarity on tariffs, there was quite a bit of news today. We will keep going with this week’s format of having one multi-day discussio...
www.aboveavalon.com
April 10, 2025 at 3:06 PM
neilcybart.bsky.social
Assuming I am reading this statement the right way (it's a bit confusing):

- A 90-day pause on 10% blanket tariff
- All reciprocal tariffs, except for China, reduced to 10% for 90 days
- China tariffs raised to 125% (both sides playing "who will blink first" contest)

Significant development
April 9, 2025 at 5:43 PM
neilcybart.bsky.social
The Above Avalon Daily newsletter (for Apr 8 25):

Apple and Tariffs (Part 2)

www.aboveavalon.com/dailypremium...

Yesterday's Above Avalon Daily newsletter was Part 2 of a multi-day discussion regarding everything Apple and tariffs. The update was primarily focused on Apple’s supply chain.
Above Avalon: Apple and Tariffs (Part 2)
Hello everyone. The level of unknown surrounding the tariff situation continues to rise. We continue our multi-day discussion on Apple and tariffs. Today’s update will keep us on Apple’s supply cha...
www.aboveavalon.com
April 9, 2025 at 1:37 PM
neilcybart.bsky.social
Yesterday's Above Avalon Daily (found in the post below) kicked off what will be a multi-day discussion regarding everything Apple and tariffs.

My goal is to cover every nook and cranny that should be covered on the topic. (1/3)
April 8, 2025 at 1:04 PM
neilcybart.bsky.social
The Above Avalon Daily newsletter (for Apr 7 25):

Apple and Tariffs (Part 1)

www.aboveavalon.com/dailypremium...
Above Avalon: Apple and Tariffs (Part 1)
Hello everyone. We are going to take advantage of this daily newsletter’s format when it comes to analyzing Apple and tariffs. There will be a discussion that stretches across several updates. To...
www.aboveavalon.com
April 8, 2025 at 12:58 PM
neilcybart.bsky.social
This site is typically the third one that I update after Threads and X. You all still out there?
April 6, 2025 at 2:25 AM
neilcybart.bsky.social
I write a daily newsletter dedicated to Apple. Updates go over current news and developments impacting Apple, its competitors, and the industries Apple plays in (or will play in). Here are the stories discussed over the past two weeks. aboveavalon.com/aboveavalond...
March 30, 2025 at 8:49 PM
neilcybart.bsky.social
The Above Avalon Daily newsletter (for Mar 28 25):

- Palmer Luckey on Vision Pro Pricing
- Vision Pro microOLED Costs
- Improving Vision Pro Accessibility

www.aboveavalon.com/notes/2025/3...
Above Avalon: Palmer Luckey on Vision Pro Pricing, Vision Pro microOLED Costs, Improving Vision Pro Accessibility
Today's Above Avalon Daily email contains the following stories: Palmer Luckey on Vision Pro Pricing Vision Pro microOLED Costs Improving Vision Pro Accessibility Hello everyone. Hap...
www.aboveavalon.com
March 30, 2025 at 8:47 PM
neilcybart.bsky.social
The Above Avalon Daily newsletter (for Mar 26 25):

Selling Curation in Sea of Overabundance
Netflix co-CEO Mocks Apple TV+
Apple’s Sports Intrigue

www.aboveavalon.com/notes/2025/3...
Above Avalon: Selling Curation in Sea of Overabundance, Netflix co-CEO Mocks Apple TV+, Apple’s Sports Intrigue
Today's Above Avalon Daily email contains the following stories: Selling Curation in Sea of Overabundance Netflix co-CEO Mocks Apple TV+ Apple’s Sports Intrigue Happy Wednesday. Toda...
www.aboveavalon.com
March 30, 2025 at 8:47 PM