Recent Comments

  • Gregg Thurman on Premarket: Apple is green - '”I placed an order to sell PUTs that expire end of the year” I almost did the same thing. It’s just that I’m such an optimist, that I get a bad vibe from anything that may be considered negative.'
  • Gregg Thurman on Apple's iPhone revenue share was its highest ever for the March quarter - 'Maybe it’s my aging ability to follow long conversations about abstract concepts, I don’t know, but I had a hard time following this conversation. I wonder how many others had the same difficulty, and is that difficulty is spilling over into feature overload.'
  • Joseph Bland on Premarket: Apple is green - 'Volume was 38 M vs the (higher now) average of 47 M. My guess on why no “lift” today: Max Pain was probably closer to $290 than $295 (recall that it’s measured in units of $5). Anyway, if you look at a one month chart, you’ll see that it’s been trending back up again since it dropped to ~$290. When it comes to AAPL, patience is definitely a virtue!'
  • Gregg Thurman on Apple's iPhone revenue share was its highest ever for the March quarter - '”I wonder if the markets are distracted by the SpaceX IPO.” I was wondering the same thing. And considering SpaceX’s fundamentals, I’m wondering if these early bird buyers might also be early bird profit takers, not interested in sticking around for quarterly results.'
  • David Thall on Premarket: Apple is green - 'I think the SpaceX IPO had a significant effect on the Tech stocks this week. It closed with a market cap of $2.1 trillion. Tesla, by comparison, is $1.5 trillion. Besides making Elon Musk, the richest sociopath on the planet, it also sucked up an enormous amount of liquidity out of the market. This may have contributed to why the other tech stocks went down this week. Thursday on Mad Money, Cramer had a chartist on – and one of the big takeaways was there’s very little liquidity in the market right now. So there’s very little cash on the sidelines. MY TAKE: Next week could see profit taking out of SpaceX… and guess where that money could go? The problem with AAPL now, is the “news” is already out – so to get the stock price to go back up significantly could take a while, until there’s some kind of new Apple news. Worst case scenario, we have to wait until the next ER when Apple reports terrific numbers again – and the stock goes up to a new all-time high again. Personally, I placed an order to sell PUTs that expire end of the year – because I believe Apple is now at the lower end of its new trading range and it’s a good time to buy the dip. Just sayin’.'
  • Daniel Epstein on Premarket: Apple is green - 'Robert, Apple stock is marching to its own drummer today. Could be a lot of selling pressure from Space X rebalancing among funds and investors. I haven’t seen the negative news which would point to the stock to continue its decline. I will say Apple stock often trades about 10% below its highs when there is a break between real news events that drive the stock.'
  • David Emery on Premarket: Apple is green - 'SpaceX: Proof that “A fool and his money are soon parted….”'
  • Robert Paul Leitao on Premarket: Apple is green - 'Into the final hour of trading and Apple is now off $4.73 at $290.91. This is in contrast to a market moving mostly higher today. The major indexes remain in the green. Over 75% of S&P 500 components are higher on the day. Seagate, Intel and Western Digital are all on the index’s leaderboard today. Albermarle is the top performer on the index today and is up 9.17% at $173.21. Goldman Sachs, the lead financial firm on the SpaceX IPO, is now up 2.95% at $1,066.16. As for SpaceX, the shares are flying high today and are up $32 at $167 from the this morning’s opening price of $135.'
  • Alessandro Luethi on Apple's iPhone revenue share was its highest ever for the March quarter - 'Stop talking about money: https://9to5mac.com/2026/06/11/craig-federighi-and-greg-joswiak-talk-siri-ai-and-more-in-new-interview-video/ Is this the new Apple vibe?'
  • Joseph Bland on Premarket: Apple is green - 'A lot of free cash is flowing into SPCX today, which may limit AAPL purchases. That said, on low volume days, the electromagnet that is Max Pain is correspondingly more powerful, so that will tend to pull the market there at EOD. That said, Max Pain has been more of a moving target of late….'
  • David Emery on Premarket: Apple is green - 'The criminal organization known as “FIFA” (Football International Felons Association?) was -supposed to get- a signed agreement from host nations to not do this. But instead, they gave Trump a golden idol.'
  • David Emery on Premarket: Apple is green - 'Heard on the radio, “Trump has said ‘close to a deal’ 36 (or was it 39?) times since he started this war.” I’ve also seen a chart of Trump’s oscillating position on the (end of) the war…'
  • David Emery on Premarket: Apple is green - 'It’s easier to remove dingleberries, though…. 🙁'
  • Neal Guttenberg on Apple's iPhone revenue share was its highest ever for the March quarter - 'I wonder if the markets are distracted by the SpaceX IPO. Apple’s numbers for the upcoming quarter would appear to be solid. Apple’s AI beta release seems to be well received. But, as Joe said above, Apple’s valuation is still pretty healthy. But, unless something comes up that is unexpected, the downside risks seem somewhat limited.'
  • Joseph Bland on Apple's iPhone revenue share was its highest ever for the March quarter - 'I don’t trust any of these metrics. What matters to me is the quarterly Apple earnings data. Yes, like the P/E ratio, it is by nature a trailing indicator. But it is also unquestionable data, and thus useful for predicting the future direction of AAPL. For example, if I were interested in buying into MSFT (I’m not), I’d note that their P/E, which used to far exceed that of AAPL, then stay about even, is now flirting with a 22 valuation. Meanwhile Apple, even after its selloff over the past week, is still a solid 35 valuation It’s still possible, of course, for AAPl to drop more. But it feels like this particular selloff hasn’t got legs. And with Max Pain at $295, that’s actually flipped it to a positive magnet rather than it’s more typical role as an Apple negative. Bottom line: Barring additional Black “Trumpeter” Swans, this may one of the shortest and shallowest AAPL “corrections” in quite a while….'
  • Robert Paul Leitao on Premarket: Apple is green - 'Apple is off $3.05 at $292.58 in late morning trading. The major indexes are in the green with the Russell 2000 small cap index in the lead with a gain of 1.54%. Goldman Sachs, the lead financial firm in the SpaceX IPO is up 3.36% at $1,070.44. Morgan Stanley, JPMorgan, Citigroup and BofA are all higher on the day. REITs also appear to doing well on this Friday with Simon Property Group up 2.44% at $220.10 and Welltower is ahead 1.16% at $213.11.'
  • Greg Lippert on Premarket: Apple is green - 'You may be trillionaire and you may be president, but you are a pair of dingleberries all the same.'
  • Joseph Bland on Apple's smartphone share grew 33% in the Middle East and Africa in fiscal Q2 - 'A $50 “smartphone” market certainly puts things in perspective. How smart are they? It goes without question they won’t have any personal info safeguards, but as a dirt cheap computer, they will definitely offer benefits to the least affluent. And it’s all down to Apple changing the whole thrust of the cellphone paradigm shift. And slowly bur surely, the continuing evolution of Apple personal computing will continue to impact the world at large.'
  • David Emery on Premarket: Apple is green - 'Trumphog Day: “Bomb!” “Imminent Deal!” “Bomb!” “Deal!” (That being said, it appears some ARMY National Guard combat troops have been identified for deployment to the Middle East. )'
  • Joseph Bland on Premarket: Apple is green - 'As President for closing on 20 years of the Sacramento L5 Society, local Chapter of the National Space Society (and the only other California Chapter other than the LA Chapter [Oasis]), I would have been all over this SpaceX IPO. Not now. Why? Because money isn’t everything. ‘Nuff said.'
  • Steven Philips on Premarket: Apple is green - '“How to Win Friends and Influence People”. New edition with forward by D. Trump.'
  • Stephen Gordon on Premarket: Apple is green - 'Meanwhile, Iran’s national soccer team can’t obtain visas for their World Cup match against New Zealand in Los Angeles next week. They’ve been training in Mexico for the time being.'
  • Kemble Widmer on Hands on with Siri AI (videos) - 'Robert, the videos above illustrate to me why you were more bullish than I about how Siri AI could drive increased adoption, upgrade rates, etc.'
  • Kemble Widmer on Hands on with Siri AI (videos) - 'Noteworthy to me was how the dreaded Siri lag seems to have been resolved, and the accurate recording of the questions asked word for word. The future is bright.'
  • Darren DMW on Apple's iPhone revenue share was its highest ever for the March quarter - 'So much winning. Shhh. Don’t tell Thommo.'
  • Steven Philips on Premarket: Apple is green - 'First to comment? Relative to the market? What’s to say? Trump: “I’ll bomb them to the dark ages! No I won’t. Yes I will! No I won’t. Etc. Muskrat? The only other person as undeserving of their lofty position is Trump. What a pair. (Edit: I can think of a few more people! 🙁 )'
  • Raj Pandey on Hands on with Siri AI (videos) - 'I was not able to post images. Mark Gurman (on the new Siri for Mac): “Apple nailed it.” Max Weinbach (tech influencer): “I’ve gotten quite a few messages from consumer Al companies and phone OEMs since WWDC, a lot are concerned they have no way to compete with Siri Al”. Not sure if this demo link will work (remove spaces and add dot) www dot instagram dot com / reel / DZdWYo1R38H /'
  • Carl Sullivan on Premarket: Apple is green - 'How far out do you go Greg? And how deep ITM? Right now I’m holding feb 27 230’s'
  • Bart Yee on The iPhones of March: Top sellers in 7 of 8 countries - '“Interesting that apple has Top 5 in Japan without a pro model. What to make of that?” See the Japan Data below for Sept. 2025, when iPhone 17 launched, the 17 Pro did take a substantial portion of sales. My sense is Japanese user are conservative and don’t like the largest models due to size, cost, and ostentatious appearance, unlike China and Korea who are very status conscious and willing to show off. By March Quarter, those who wanted a Pro model got them already, and sales of smaller value models then predominated. Apple continues to hone and address each market’s specific needs and is happy to let the market decide which models work best, as long as they are iPhones and Apple devices. The trust and loyalty that Apple has developed over the years speaks to how well they have delivered in user satisfaction and performance.'
  • Bart Yee on The iPhones of March: Top sellers in 7 of 8 countries - 'Continued Top 5 March 2026 UK 1 Apple iPhone 17 5G 29% 2 Apple iPhone 17 Pro 5G 11% 3 Samsung Galaxy S25 5G 10% 4 Apple iPhone 17 Pro Max 8% 5 Samsung Galaxy S25 Ultra 6% Apple 48% Samsung 16% 3:1 ratio, all premium models. UK Affluence abounds. France 1 Apple iPhone 17 5G 13% 2 Apple iPhone 17 Pro Max 11% 3 Apple iPhone 17 Pro 5G 9% 4 Samsung Galaxy S25 5G 6% 5 Samsung Galaxy A16 5G 4% (Oct 2024 $100-$250 older budget model) Apple 33% Samsung 10% 3:1 Korea 1 Samsung Galaxy S26 Ultra 5G 43% (Pretty astounding 1st month demand) 2 Samsung Galaxy S26 5G 12% 3 Apple iPhone 17 5G 6% 4 Apple iPhone 17 Pro 5G 6% 5 Apple iPhone 17 Pro Max 5G 6% Samsung 55% Apple 18% This is in a Galaxy S launch month. For perspective, here’s the Korea stats for Sept. 2025, first full month of newest Z Foldables sales vs iPhone 16 & early 17 sales: Korea Sept. 2025 1 Samsung Galaxy Z Flip 7 17% 2 Samsung Galaxy Z Fold 7 9% 3 Apple iPhone 17 Pro Max 8% 4 Apple iPhone 17 8% 5 Apple iPhone 17 Pro 7% Here the race is tighter: Samsung 26% Apple 23% I have suspicions that Counterpoint chooses these specific launch month dates to give Samsung a fighting chance during or immediate following launch months, otherwise even at late dates, the iPhone models could potentially come close to Samsung models in its home territory. Japan Mar 2026 1 Apple iPhone 17 5G 25% 2 Apple iPhone 17e 5G 16% 3 Apple iPhone 16 5G 8% 4 Apple iPhone 16e 5G 8% 5 Google Pixel 9A 5G 7% (April 2025 $260-$550 USD) Apple 57% Google 7% 8:1 Note: most popular smartphones are 6.3”, smallest and least expensive Flagships available. The Google Pixel 9A is a midrange value model. The newest 10 series didn’t make much impact. For perspective, here’s the Sept. 2025 Japan stats: 1 Apple iPhone 16e 16% 2 Apple iPhone 16 15% 3 Apple iPhone 17 Pro 11% 4 Apple iPhone 17 10% 5 Samsung Galaxy A25 Japan 5G 6% Apple 52% Samsung 6% 8.7:1 Again, most all are smaller smartphones, a Japanese user preference. The fact that Apple iPhones are the persistent front runners in most regions is rather astounding, yet speaks to how well the iPhone resonates with users and buyers, it delivers what is expected, despite “lagging” in AI. Some Android fans claim there’s so much Android competition that few models will standout and sell in mass quantities while Apple has a “monopoly” on iOS and only sells a few models, hence concentrating sales. Well, maybe Android should try that, sell fewer models optimized for more regions. But when you’re racing to the bottom in price vs features, there’s always the temptation that the newest, latest release will somehow hit and sell well. With the memory price crunch, Android makers will be forced to trim cheapest models and increase prices if they want to preserve any margins, leading to probably a 20% decline in sales, but maybe slightly higher profits? Not a great business model.'