Neil Cybart
neilcybart.bsky.social
Neil Cybart
@neilcybart.bsky.social
Apple / tech analysis. Founder/author http://AboveAvalon.com and http://InsideOrchard.com. Focusing is about saying no.
Check out a quick video recapping this announcement via YouTube www.youtube.com/watch?v=7g0L...
or AboveAvalon.com www.aboveavalon.com/avalon
Introducing AVALON, an all-new podcast about Apple from Neil Cybart
YouTube video by AVALON
www.youtube.com
May 30, 2025 at 4:56 PM
Meta is the most direct competitor to Apple among Big Tech companies. Today's update looked at Meta's most recent earnings, the five things that Mark Zuckerberg sees as AI opportunities, and why Meta should be thought of as CoComelon for adults.
May 20, 2025 at 8:33 PM
This newsletter was focused on sectoral tariffs tied to semiconductors. There was plenty to cover including differences between reciprocal and sectoral tariffs, the Trump administration’s goal(s) for semiconductors, and the various unanswered questions found with the topic.
April 25, 2025 at 2:45 PM
The way these exemptions subsequently played out on social media then fueled an interesting twist involving sectorial tariffs.
April 21, 2025 at 10:27 PM
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 published on Friday, April 11th. Accordingly, today's newsletter was dedicated to going over the tariff exemptions.
April 21, 2025 at 10:27 PM
Another receipt:

February 25th, 2025. Apple Announces New U.S. Commitment, Untangling the Politics from Apple’s Commitment, Apple and Trump 2.0

aboveavalon.com/dailypremium...
April 12, 2025 at 7:12 PM
Here's the receipt:

November 6th, 2024. President Trump Wins Blowout Election, Impacts on Apple, Tim Cook’s Key Role

www.aboveavalon.com/dailypremium...
Above Avalon: President Trump Wins Blowout Election, Impacts on Apple, Tim Cook’s Key Role
Hello everyone. We are going to take a detour and talk about the U.S. presidential election. A second Trump term will present more work for Apple, although the resulting upside is significantly greate...
www.aboveavalon.com
April 12, 2025 at 7:11 PM
Reposted by Neil Cybart
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
In terms of accuracy, we are right on track with how events on the ground have been unfolding.

One of my goals for this week’s discussion has been to not get caught up in the craziness – most of which is unnecessary and driven by social media.
April 11, 2025 at 4:17 PM
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