Lots of unhappy creatives this morning as Apple threatens to replace them all with iPads – after crushing their creative souls completely. Is it Apple’s Ratners Moment, or another sign of a mature company that’s lost touch with its community, and is badly in need of reinvigoration?

Nvidia? Meta? Apple? and Tesla? Time for a rethink on when it comes to global stocks. The Magnificent Seven is now the Fab Four… Telsa is definately out the Game. I wonder who will eventually buy it?

Apple has been accused of the capital crime of being Apple! Can it survive? Historically.. the state never loses. What did Apple do wrong? Design? Profitability? Competitiveness? Business acumen? It’s yet another case of Capitalism eating itself.

Apple doesn’t look so Magnificent these days. It’s made lots of money, but faces lots of challenges. It doesn’t look likely to lead in AI. It’s hardly a growth stock – it’s a mere value stock selling the same stuff it’s been selling for decades, while charging premium price to sell via its digital shopfront.

In the film of the Magnificent Seven, only three of the gunslingers survive. Which of the Big Tech names will be left in the dust? And which are likely to survive?

For years I’ve found reasons to avoid certain big tech stocks – but the market has largely been right. I might be clever, but the market is smarter. What’s the future likely to look like?

Joe 90 was there 55 years ago. Apple spent a fortune on developing the mega-hyped VisionPro mixed reality headset – and it comes with a battery pack??? WTF! It won’t sink the company, but may remind us its mortal.

The debt ceiling crisis has lifted a cloud from markets, but we’re still looking for resolution on inflation, geopolitics and a host of other issues. Maybe the real issues are about valuations – which remain over-extraordinary.

Big Tech is so yesterday. Prices peaked last year, but there are limited reasons to expect they will ever become so dominant again. They are too big, under the regulatory cosh, and increasingly under competitive pressure. They are heading the same way as the dinosaurs.

Big Tech “growth” stocks suffered a price-check this week as economic reality bit, but they face much more pressure than just short-term cost and sales problems. Long-Term, new businesses and opportunities are evolving to eat their lunch, and leave them behind.