AAPL does a happy dance on Vision Pro prospects -

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Bank of America’s upgrade to Buy didn’t hurt, either… A good day…

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But then there is this.

(The text at that link, not the video.)

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I am not sure that is a surprise or a big deal in year 1. I’ve seen that Apple will be able to produce Vision Pros ranging from 250,000 to 500,000 units in 2024. If they are still not doing a VP app by 2027, then I will start to worry. That also may change when they have to play catch up with an Apple TV app.

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Also, the AI foot has yet to drop at Apple. There will reportedly be big changes based on AI in 2024. I hope they’re more meaningful and useful than Siry upgrades have been:

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