A place for Apple traders and investors to share their best ideas.
To get things started, here’s Loup Ventures’ Gene Munster downplaying the carriers’ 5G hype and the analysts’ talk of a supercycle, but anticipating three years of solid growth following the iPhone 12 launch…
Below: Apple vs. the S&P 500 (normalized)…
Disclosure: Although I am now an Apple shareholder (see Why I bought a share of Apple, my first), I am in no position to give trading advice. Don’t blame me if you drain your IRA doing something you read about here.
See also last week’s trading strategies.
Pretty good comments overall. I mostly agree.
1.128B shares outstanding, paltry 6M volume Friday, 3mo avg volume 9.3M, PE ratio of 54.8, 52% higher than AAPL. Chipmaker with licensing revenue. Up 115% from Feb. lows, +50% YTD.
Still think AAPL is better longer term.
As for trading, the market still undervalues AAPL. But ‘animal spirits’ (Maynard Keynes) rule the day.
While down in weeds, this stuff matters, and supports the multiples.
Nevermind.
Jumping on a mattress shouting “Let it be…” 🙂
I agree with your thoughts on the mini as well.
My big concern when I watched was that it sounded TOO good. I’m worried that they can’t really deliver on all that and will get negative feedback.
But Oh! If it works!!! 🙂
Yet I am more than excited about the upcoming HomePod mini and will be ordering two for an audio performance trial.
I too, like Steven Philips, worry that the sound presence might be notably weak for an average-sized room simply because of diminutive size. You have to move a fair amount of air for playback to be worthy of some satisfactory fulfillment.
However, in the past I have been many times surprised by the performance of other diminutive-sized speakers and the quality of their sound as the objective listener should appropriately adjust their expectations to the size of the device.
Apple’s audio designers know that the proper approach to small size is to engineer (computational audio, anyone?) a fullness of sound — the complete spectrum of music playback — as you would with ANY size speaker.
If they pull this off, this will more than compensate for the PRESENCE of the sound as compared to the original HomePod. It’s the fullness of the sound playback that really touches and delights.
Fingers crossed as I believe these might compete with the sales performance of AirPods.
…accurate sound too.
Me is 5 + 2 + my legacy speakers tied to my AirPort Expresses.
I just found The Verge’s Oct 15 story “Dolby Atmos will be supported by the pre-existing HomePod, but not the HomePod mini.”
Dolby Atmos tied to AppleTV4K.
So I’m sad to hear that but the layout in my head just has to change where I put the Mini’s.
Cost per use per day drops significantly if somethings works for you for a long time. Apart from the proprietary connections to the pass though in my walls, I think they are great.
But it will probably explore the HomePod Mini also.
I’m never happy with bass so I have a large legacy subwoofer tethered to an Airport Express. I named it as such so HomeKit can see it. Used with my paired HPods & in-ceiling speakers from my broadcasting AppleTV. I blast the house when no one else is home LOL.
Nice to see some comments about audio experiences on this blog as I believe good audio in life can be a potent positive elixir in one’s life.
As I mentioned in a previous post, the HomePod mini might carry with it a Trojan Horse potential of squarely planting the Apple ecosystem and functional ingenuity into people’s homes merely because of it’s wet-the-beak price of $99 AND it’s accommodating, bashful little size.
However I wish this “planting” could have been better accomplished by pulling people UP (as most Apple products have) to the full HomePod sound instead of pushing people down into the cost-competitiveness arena of “those other guys” speakers.
Who knows, this could spur even more original HomePod purchases for the more critical listening areas of a home.
I hope that Apple has voiced this little orb to present an across-the-sound-spectrum BALANCED and full sound. If it’s accurate sound, the petiteness might not matter and you can listen for hours and hours without ever being fatigued by the sound — a hallmark of good sound reproduction.
Let’s all keep our fingers crossed that Apple will shock us all with its audio performance. It just might sell as well as AirPods.
(Romeo A Esparrago Jr — I intend to try the two minis in my Master Bath to possibly replace the one HomePod there now.)