Apple GlassesI’ve been watching a tease about the release of Apple Glasses and a chip maker that’s supposed to be at the center of possible profit.
Here’s the story link: https://pro.saintpaulresearch.com/p/TEK_iPhoneKiller_0721/MTEKX808/?customerNumber=000057599321&campaignId=50a5bcc4-61fa-41e4-b4d0-751dc05f448c&r=eml&experimentId=ab9ed45e-5c40-4684-b4af-24e86696007b&vid=IPlbqP&customerId=000057599321-000115967264&utm_campaign=20210813_iuded_af-swap&utm_source=blueshift&utm_medium=email&utm_content=20210813_iuded_af-swap&bsft_clkid=90688223-d6e5-4afa-8024-53b15d33121b&bsft_uid=a5b0398a-cb08-417d-83c9-d20dd9459f6c&bsft_mid=2c6d8039-f957-4b55-83cd-afd0cdde269d&bsft_eid=ab9ed45e-5c40-4684-b4af-24e86696007b&bsft_utid=a5b0398a-cb08-417d-83c9-d20dd9459f6c-IUDED&bsft_mime_type=html&bsft_ek=2021-08-13T19%3A36%3A00Z&bsft_aaid=8a8aa915-17cc-402c-9637-88ba46e19951&bsft_lx=5&bsft_tv=3&h=true
Any guesses on who the chip maker is?
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I realize that this current pitch is from Ray Blanco who apparently has shifted his expertise from Biotech to Technology. Note, however, that The Motley Fool has been teasing this augmented reality/virtual reality, “iPhone Killer” theme for the last 3 years.
(Type “T288” in the Search Bar and you’ll see several threads on this topic including some possible answers volunteered by Gumshoe members which are different from Travis’ own take back in 2019.)
Meantime, I viewed yet another video by Brian Tycangco earlier this month regarding Apple glasses as well. Since Brian is Stansberry Research’s Asian “expert”, I am now inclined to believe that the relatively unknown company being touted — assuming it is the same one — is an Asian partner.
I’m sure Gumshoers following this topic are eager to know if the Thinkolator points all three newsletters to one and the same company, or if their speculations vary as to which company is Apple’s key provider for the glasses.
Travis, would you have an updated analysis?