CNBC Investing Club

Investing Club: What Cramer is watching Friday — twisted logic on Apple, UPS downgrade, PG pick up

An employee arranges Apple iPhones as customer shop at an Apple store.
Mike Segar | Reuters

What I am looking at April 8, 2022

  • Will oil profits be even bigger next year? RBN Energy CEO Rusty Braziel on Mad Money tonight to discuss ...
  • Taiwan Semiconductor (TSM) posted highest ever sales for the first quarter on blowout demand for cars and smartphones. Revenue hit $17 billion, up nearly 36% over same period last year and up 12% from previous quarter.
  • Deutsche Bank in twisted logic likes the Apple (AAPL) subscription bundle but then doesn't like it. This is the kind of analysis I can do without. When you have a subscription bundle and there is no churn you can figure out the lifetime value of a customer. Why don't they get this?