Happy Sunday! We’re feeling particularly happy today here at TMTB for no particular reason and we’re loving it. The happiest woman we know once told us: “I’m already happier than whatever makes me happy.” Have more beautiful words ever been spoken? The only ones that come close: “We expect first quarter 2024 total revenue to be in the range of $34.5-37 billion.”
Speaking of META, what an exclamation point to end the first full week of earnings. META is ahead of the game in investing and technological AI prowess when it comes to their products — is it a precursor to the efficiency and productivity gains we’ll see in other companies as Gen AI capabilities ramp across the investing spectrum? And is META’s ability to drive accelerating top line growth after a year of cutting a significant amount of heads inspire others in the Tech industry to continue to do the same? This weekend we heard SNAP announcing a new round of layoffs…
Is anyone else getting bulled up on AAPL after hearing of…