Neil Cybart Neil Cybart

More Signs of U.S. Consumers Turning Cautious, Apple Signs Multi-Year Deal With Broadcom, Peloton’s Rebranding and New Membership Tiers

Today's Above Avalon daily update includes the following stories:

  • More Signs of U.S. Consumers Turning Cautious

  • Apple Signs Multi-Year Deal With Broadcom

  • Peloton’s Rebranding and New Membership Tiers

We kick things off with the fourth largest U.S. retailer sounding the alarms about the U.S. consumer. The update goes over how U.S. consumers becoming more cautious stands to impact Apple. The discussion then turns to Apple signing a new multi-year deal with Broadcom. We conclude with Peloton’s rebranding and new membership tiers. It’s extremely hard for Peloton to come in below Neil’s expectations these days. The company’s new membership tiers do just that.

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The cornerstone of Above Avalon membership is access to Neil’s exclusive daily updates about Apple. Daily updates are 2,000 words and sent via email Monday through Thursday. Updates revolve around the following topics:

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If it is of interest to Apple, it is something I pay attention to.

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