Mandeep Singh, Bloomberg

Mandeep Singh: the $1,999 foldable iPhone is a Vision Pro, not an upgrade cycle

9 takeaways: Why memory prices set the price tag, what Nvidia's $260B of supplier prepayments changed for Apple, and why Singh thinks Siri still needs…

Sep 11 • The Scuttlebutt

Mandeep Singh: Nvidia's $3.5 billion MediaTek stake front-runs Google's next chip supplier | Bloomberg Intelligence

Why the circular-financing complaint is already in the stock, what Nvidia actually sells anyone building a rival accelerator, and the 80% share behind a…

Sep 1 • The Scuttlebutt

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