Two Bulls and a Bear Share Notes - MOSK: 07.01.2025

- Report: Foxconn Sends Most Chinese Employees in India Back to China - Report: Tariffs on Apple Hardware from Vietnam Jump from ~4% to 20% - Canalys: Exciting Q1 PC Import Numbers Are Nothing to Get Excited About - Apple Quizzes Headset Owners on Smart Glasses - Apple Sues Former Vision Pro Exec for Alleged Theft of Trade Secrets - Ming-Chi Kuo Eyes Apple Roadmap for Smart Glasses and Headsets - MLS Season Pass Drops to Half-Price - Jennifer Aniston Onboard for Apple TV+ Series “I’m Glad My Mom Died” - Three-Part Docuseries on UCONN Women’s Basketball Bouncing to Apple TV+ - Apple TV+ Kids Series “Stillwater” Coming Back for Fourth Season - Ten-Part Apple TV+ “Neuromancer” Now in Production - Apple TV+ Teases Third Season of “Invasion” - Ahead of Premier, Critics Are Digging Third Season of “Foundation” - Avoiding SMS for 2FA and a Plot Twist for 23andMe on Checklist No. 428 - find it at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Send Ken an email: [email protected] - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

- Apple Appeals “Epic” Ruling to 9th Circuit Court - Bipartisan US Senators Reintroduce Legislation to Open App Stores - DOJ iPhone Monopoly Case Set to Proceed - Proton Sues Apple for the Usual Reasons - Apple Shareholder Sues Over Smarter Siri Debacle - Apple Seeds Second Betas for Current OS Updates - Apple Brings Added RAW Support and Image Playground to Pixelmator Pro - Apple Updates Sports App - Podcaster, Blogger Tim Robertson Logs Off - Avoiding SMS for 2FA and a Plot Twist for 23andMe on Checklist No. 428 - find it at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Send Ken an email: [email protected] - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

- Barclays Bearish on AAPL Due to iPhone Weakness and Services Worries - Chatterjee: iPhone 16 Panic Buying to Dent iPhone 17 Demand - Apple Joins China Subsidy Program Directly - BofA Weighs Potential Perplexity Purchase by Apple - F1: The Blockbuster - Apple Music Turns 10, Offers Personalized “Replay All Time” Playlist - Avoiding SMS for 2FA and a Plot Twist for 23andMe on Checklist No. 428 - find it at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Send Ken an email: [email protected] - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

- Ken is still traveling. Here are still more stolen jokes from Ken's computer. - Protesting Safely and Safety versus Trust in the App Store on Checklist No. 429 - find it at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Send Ken an email: [email protected] - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

- Ken is traveling this week, but please - enjoy the comedy stylings of Ken's computer.  - Avoiding SMS for 2FA and a Plot Twist for 23andMe on Checklist No. 428 - find it at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Send Ken an email: [email protected] - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

- Ken is traveling this week, but please - enjoy the comedy stylings of Ken's computer.  - Avoiding SMS for 2FA and a Plot Twist for 23andMe on Checklist No. 428 - find it at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Send Ken an email: [email protected] - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

- Fine Day for an EC Delay - No Live Activities for EU Macs in macOS 26 Tahoe - FireWire Support Missing from First macOS 26 Developer Beta - Google Acknowledges Problem with YouTube Mobile Apps - Nine Sega Forever Games to Grab Before Forever Ends - Apple Vision Pro Gets Immersive Promo for “F1: The Movie” - “Shot on iPhone” Campaign Wins Cannes Lions Award - Sponsored by Insta360's new X5: Get 8K 360° video and an invisible selfie stick at store.insta360.com with code macosken - Avoiding SMS for 2FA and a Plot Twist for 23andMe on Checklist No. 428 - find it at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Send Ken an email: [email protected] - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

- TF International Analyst: Foldable iPhone Still on for Late 2026 - CIRP: Old Phone Problems Drive iPhone Sales, Not New Features - First Public Betas of iOS/iPadOS 18.6 Out to Testers - Texas Instruments Touts $60B US Investment in Legacy Chip Fabrication - Registration Open for Apple Camp 2025 - UK Critics Not as Turned on to “F1: The Movie" as US Reviewers - Fandango and Apple Pay Team for F1: The Discount - Sponsored by Insta360's new X5: Get 8K 360° video and an invisible selfie stick at store.insta360.com with code macosken - A.I. hallucinates current events and Apple tweaks Parental Controls on Checklist No. 427 - find it at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Send Ken an email: [email protected] - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

- Judge Lets iCloud Monopoly Case Proceed - Optis v. Apple 4G Patent Sent Back for New Trial - Goldman Sachs Reiterates “Buy” Rating on Apple - Apple’s Back-to-School Promo is Live - Apple Watch Series 10 Hits Apple Refurbished Store in US - Season-Two of “The Buccaneers” Starts on Apple TV+ - Pitt and Cook Surprise NYC Apple Store to Promote “F1: The Movie” - Apple Builds Special Camera for “F1: The Movie”  - Reviewers Love the Movie "F1: The Movie" - Sponsored by Insta360's new X5: Get 8K 360° video and an invisible selfie stick at store.insta360.com with code macosken - A.I. hallucinates current events and Apple tweaks Parental Controls on Checklist No. 427 - find it at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Send Ken an email: [email protected] - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

- UBS: iPhone Sales Surge Driven By Short Term Concerns - Apple Loses Four-Year App Store Fight in Netherlands - Apple Seeds First Developer Betas for Current OS Updates - Apple Expanding App Store Promo Code Applicability - Firmware for AirPods Joining Public Beta Offerings - Joz First Apple Exec to Show visionOS Persona Publicly - Sponsored by Insta360's new X5: Get 8K 360° video and an invisible selfie stick at store.insta360.com with code macosken - A.I. hallucinates current events and Apple tweaks Parental Controls on Checklist No. 427 - find it at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Send Ken an email: [email protected] - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken