Recent Comments

  • Greg Lippert on What the decapitation of Iran means for Apple - 'I hope you are right but Im afraid the ripple effects will be going for years…. And we’ll be again dragged into a years long police campaign.'
  • Stephen Gordon on What the decapitation of Iran means for Apple - 'I expect this campaign to be over before the markets open tomorrow morning.'
  • David Emery on What the decapitation of Iran means for Apple - 'If the Russian shadow tanker fleet continues to be interdicted, prices for Russian oil will go up and availability will go down. Of course, Russia can construct pipelines to China, but not (directly) to many other neutral countries.'
  • David Thall on What the decapitation of Iran means for Apple - 'If Trump really wanted to destroy Iran he should become their president. MY TAKE After the very protracted wars in Iraq and Afghanistan, with all the pernicious peripheral actions – not to mention Donald’s kidnapping of Venezuela’s president and the hyperbolic on-again off-again tariff war and pathological bullying of friends and foes alike, I can’t imagine how blowing up Iran – which has been in a protracted war against “the West” and its neighbors ever since 1979, is going to affect Apple. Why? Because Apple is not in the war business. Truth is, everyone likes to use Apple stuff, including our enemies. I guess being the most popular and benevolent company on the planet has its benefits.'
  • Robert Paul Leitao on This week's Apple trading strategies (3/2-3/6/26) - 'Following Friday’s market sell off: S&P 500 – down 0.43% Nasdaq – down 0.92% DJIA – down 1.05% Russell 2000 – down 1.68% Apple – down 3.21% on the day
 Apple is off 2.82% year-to-date with the Nasdaq Composite off 2.47% over the same two-month period and the S&P 500 up 0.49%.'
  • Joseph Bland on What the decapitation of Iran means for Apple - 'Hi, David. Russia will benefit financially from a curtailment of oil. And so will this President’s other oil barron cronies. Do NOT underestimate the Powers behind Trump’s Throne. He may not be the sharpest knife in the drawer, but they’re no dummies. Just unbelievably callous and greedy.'
  • Joseph Bland on Mark Gurman: No touchscreen MacBook until the end of the year - 'BTW, this idea has now entered the Public Domain, and is thus no longer patentable. So Mr. Cook, if for some reason you haven’t considered this use case, you’re welcome. Joseph Barrett Bland, aka Sacto Joe'
  • Joseph Bland on Mark Gurman: No touchscreen MacBook until the end of the year - 'This is mot a feature I’m pining for. Among other things, it’s an ergonomic nightmare for a desktop computer. That said, there is one very interesting use case that I see a tie-in to, and that’s to the Vision Pro. In a virtual world, it’s possible to have your cake and eat it too. That is, you can have an ergonomically-advantageous horizontal or sloped surface that you can tactilely interface with but that’s seen by your eyes as a vertical screen How do I know this? I have a serious neck condition that once required me to avoid looking down like the plague, so I rigged up a system of a long rectangular mirror (basically, a trucker’s side mirror rotated from vertical to horizontal and hung below a monitor positioned at eye level height). That let me see my keyboard without forward neck flexion. It took getting used to, btw, because a reflection reverses what you see, and I had to train my brain to get used to seeing my fingers coming at the keyboard from the monitor towards me, and the key letters being both upside down and reverse imaged. But it worked just fine, oddly enough, and it literally saved both my neck (after a three vertebrae fusion), and gave me a career using computers for several decades, continuing to this day. Fortunately, with a virtual monitor, you can easily view things in the proper perspective, although you will still have to get used to the mental disconnect of touching a horizontal or tilted surface and seeing your fingers and monitor vertically. But take my word for it : as weird as it sounds, your brain WILL adapt! So this “touch screen monitor” may actually turn out to be a “killer accessory” for the Vision Pro! Advantage, Apple.'
  • David Emery on Mark Gurman: No touchscreen MacBook until the end of the year - 'I saw a headline today on touchscreen Macs: “Steve Jobs said it wouldn’t work”, which of course is NOT what he said at all. Typical headline clickbait… Sigh.'
  • David Emery on What the decapitation of Iran means for Apple - 'And a bit more conventional view from retired LTG Hertling: https://www.thebulwark.com/p/bombing-iran-is-easy-what-comes-next-hard-regime-change-strategy-goals-iraq (I’ve learned The Hard Way only 1 link per post.)'
  • David Emery on What the decapitation of Iran means for Apple - 'A rather unique view from strategist TPM Barnett: https://thomaspmbarnett.substack.com/p/postpod-sunday-cutdown-cxiv-1-march'
  • David Emery on What the decapitation of Iran means for Apple - 'If you want authoritative information on the current activities in Iran or Ukraine, check out the coverage from ISW: https://understandingwar.org The other thing to monitor is global oil markets, particularly deliveries to China. Belgium (!) intercepted a Russian shadow tanker today. Russia, Venezuela and now Iran have all been perturbed as energy suppliers to China and elsewhere. Instability in the Persian Gulf will impact Saudi and other Gulf state shipments. Oil isn’t quite the single dominant commodity it used to be, but energy is still a major concern for lots of world economies.'
  • Robert Paul Leitao on This week's Apple trading strategies (3/2-3/6/26) - 'Below are the five-year share price performances of the Terrific Ten equities ranked by percentage gains over this time and the percentage gains in the major stock indexes over the same period. NVIDIA (NVDA) up 1,191.99% Broadcom (AVGO) up 580.08% Alphabet (GOOG) up 205.79% Taiwan Semiconductor (TSM) up 197.43% Meta Platforms (META) up 150.60% Apple (AAPL) up 117.86% Berkshire Hathaway (BRK) up 109.95% S&P 500 – up 80.49% Tesla (TSLA) up 78.76% NASDAQ Composite – up 71.83% Microsoft (MSFT) up 69.01% DJIA – up 58.34% Amazon (AMZN) up 35.79% Russell 2000 – up 19.60% Apple ranks 6th among the Terrific Ten equities for share price performance over the past five years. Amazon and Microsoft are the performance laggards among the group of ten. Microsoft’s one year share price performance at Friday’s closing price is a gain of 0.05%. Year-to-date the shares are off 18.79%. Amazon’s one-year share price performance is a gain of 0.60%. Year-to-date the shares are off 9.02%.'
  • Greg Lippert on What the decapitation of Iran means for Apple - 'If this activates covert terror groups in the US there could be consequences. Too bad we didn’t get both dictators, the pedo-orange shitbird is still breathing. With paramount merger, conservative billionaires own almost every major news and social media source. Ask CBS how that’s going. WAPO. The information is being filtered by one side.'
  • Robert Paul Leitao on This week's Apple trading strategies (3/2-3/6/26) - 'Entering this week’s trading, below is the market cap scoreboard of the Terrific Ten. These are the 10 largest enterprises ranked by this metric. It’s been a tumultuous start to 2026 for mega cap tech as investor interest broadens to include opportunities in markets outside the US and to other sectors of the US economy. NVIDIA (NVDA) $4.31 trillion Apple (AAPL) $3.88 trillion Alphabet (GOOG) $3.77 trillion Microsoft (MSFT) $2.92 trillion Amazon (AMZN) $2.25 trillion Taiwan Semiconductor (TSM) $1.65 trillion Meta Platforms (META) $1.64 trillion Broadcom (AVGO) $ 1.52 trillion Tesla (TSLA) $1.51 trillion Berkshire Hathaway (BRK) $1.09 trillion'
  • Gregg Thurman on What the decapitation of Iran means for Apple - '”Apologies for relying on a bot for this item.” Get a better bot.'
  • Gregg Thurman on Saturday Apple video: The structure of a Steve Jobs keynote - 'Good eyes. That was a nano second flash of an image.'
  • Bill Fouche on NATO trusts Apple, Pentagon trusts Grok - 'Update on Trump’s rage against Anthropic and Claude for drawing various redlines to prevent its tech from being used to conduct war. It looks like Anthropic either caved or Trump blew right through their redlines. Because the WSJ is reporting that Anthropic tech was a key tool used in US attack on Iran. https://www.wsj.com/livecoverage/iran-strikes-2026/card/u-s-strikes-in-middle-east-use-anthropic-hours-after-trump-ban-ozNO0iClZpfpL7K7ElJ2'
  • Ron Fredrick on Saturday Apple video: The structure of a Steve Jobs keynote - 'Gregg Thurman said: “I didn’t even see a woman until 7:15.” **Please check again, Gregg. Go to minute 4:50 and watch as a bare MacBook(?) chassis is passed down a row in the audience. The woman I believe to be Laurene Powell Jobs is sitting to the left of a woman with reddish hair and to the right of a gentleman with a blue shirt.'
  • Gregg Thurman on Saturday Apple video: The structure of a Steve Jobs keynote - 'I didn’t even see a woman until 7:15.'
  • Ron Fredrick on Saturday Apple video: The structure of a Steve Jobs keynote - 'Nicely done video breaking down Steve Job’s wonderful presentation skills. And, if the blond, smiling lady at about minute 5 in the video is not Laurene Powell Jobs, she’s her doppelganger, IMO. 🙂'
  • Gregg Thurman on Premarket: Apple is red - 'Any decline is in search of support. I think yesterday’s decline with double recent volume (capitulation?) could be support (aka bottom). I’ve called a lot of bottoms over the years. Sometimes I’m right and sometimes wrong'
  • Joseph Bland on Premarket: Apple is red - 'Also, David, an $8.77 drop is 3.3% of $264.18 (Apple’s closing price). Looked at over the last 12 months: AAPL: +9.2% AMZN: -1.1% IBM:: -4.8% META: -3.0% MSFT: -1.1% NFLX: -1.9% QCOM: -9.4% Then there are the 1year “winners”, several of which owe there rise* at least in part to Apple: AVGO: +60%* GOOGL: +83%* INTC: +92%* UNTC: +92%* NVDA: +42% TSLA: – 37% TSM: +-107%*'
  • Steven Philips on Premarket: Apple is red - 'Oops! Didn’t make it! “Don’t speak too soon for the wheel’s still in spin For the times they are a-changing.” Again.'
  • Steven Philips on Apple's securities fraud defense: We didn't know - 'Same reason Apple lost its suit (and shit!) against Microsoft stealing its UI?'
  • Steven Philips on Apple's securities fraud defense: We didn't know - 'It makes good counterpoint and makes me (us) think.'
  • Joseph Bland on Premarket: Apple is red - 'This setup is looking more and more like what happened at the end of President Trump’s first term, except it’s only taken a year to develop, probably because the damage is much more extreme and over a far shorter time span. Remember? Apple was sailing along, then all the other big tech companies started going over the cliff around November and December, eventually dragging AAPL with them the following January. Hear’s hoping everyone’s got their safety belts on real tight….'
  • David Emery on NATO trusts Apple, Pentagon trusts Grok - 'From DuckDuckGo Ai : In the context of the 2025 12-Day War between Iran and Israel, Apple devices, particularly iPhones, were notably implicated in cybersecurity concerns. No explanation, no justification? Just a bald assertion from some LLM? The non-technical term for that, I believe, is bovine effluent'
  • Joseph Bland on Premarket: Apple is red - 'Hi, David. That is why we moved heavily into cash in our 401Ks when it became obvious that this Trump Administration was going to be far different. That said, if you are worried about Apple, where are you going to park your money that isn’t now a crapshoot? At least Apple’s buybacks will match valuation with inflation, which is much better than seeing the value drop in real terms. And the lesson of the Great Recession is clear: In a recession, all valuations get hit across the board.'
  • Joseph Bland on Premarket: Apple is red - '“Volume today was quite high.” How did I get that wrong? Apple’s Stocks app let me down. Should’ve refreshed it.Thank you, John, and upvoted! That’s a horse of a different color. To drop that much on a high volume Friday is a definite sign of great unease. It’s as if everyone who bought Apple this week sold it. And I agree with your take on why, John.'