@markgurman markgurman

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

Gurman is overwhelmingly focused on Apple, with constructive reads on Siri recovery, foldables, iPhone Air, next-generation chips, and camera AirPods despite AI-related delays. His distinctive contribution is product-roadmap specificity rather than trading calls: Apple hardware cadence, design organization, and emerging device platforms dominate, with smaller coverage of Snap AR glasses and Google smart speaker competition. No explicit late-week position flip or trade action appears; the window stays product-scoop heavy and Apple-concentrated.

The week is consistently Apple-heavy, centered on product roadmap scoops and a constructive but not unqualified AI recovery narrative. There are no explicit adds, trims, exits, or position disclosures; concentration risk is high because AAPL accounts for the large majority of signals. The only two-sided tension is that Siri appears improved while AI software struggles are still delaying camera AirPods timing.

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.