Steven Philips on Mark Gurman: Johny Srouji is not leaving Apple - 'My exact thoughts. You beat me to it. Thanks.'
on Mark Gurman: Johny Srouji is not leaving Apple - 'Gregg I agree with your sentiment but “ever” is a long time. Who knows… Gurman may actually be worth reading once in a blue moon. I think it is very charitable of me to consider the possibility. I almost always skip over the articles that he creates that end up on Apple 3.0. I would put him in the “why do we even pay attention ” category along with a few others that seem intent on making Apple Stock move without much substance. Maybe Philip can screen out more of his work without a total ban. This whole Apple is losing talent narrative seems to be this season’s “here is why Apple is failing” point of view so often used to talk down the stock price creating a nervous crisis mentality for analysts and investors.'
on Mark Gurman: Johny Srouji is not leaving Apple - 'I fully trust PED’s curation and editorial decisions.'
on Mark Gurman: Johny Srouji is not leaving Apple - ' according to people with knowledge of the matter. The ultimately in accountability, or the lack thereof. I make a motion that PED not reprint anything from Gurman on Apple 3.0 ever again. All those in favor say aye.'
on Evercore on turnover: 'Stay calm & Apple on' - 'Well, I chose the red pill for that rabbit hole. Thank you & fascinating. To learn more about the rediscovery, here’s kinda the link : en.wikipedia dot org /wiki/Keep_Calm_and_Carry_On#Rediscovery_and_commercialisation'
on Mark Gurman: Johny Srouji is not leaving Apple - 'Gurman justifies himself with “for now” in the headline. Funny how he wishfully reads Srouji’s “don’t plan on leaving any time soon” as “for now” while many of us may read this is as “(n)ever”.'
on Mark Gurman: Johny Srouji is not leaving Apple - 'This story never made sense to me. Now we know why.'
on Mark Gurman: Johny Srouji is not leaving Apple - 'he got it called out on his bullshit, everything he says is now even more suspect than it already was.'
on Mark Gurman: Johny Srouji is not leaving Apple - 'At least whores make an honest living. I hate liars, lying politicians, and lying incompetent FAKE journalists.'
on Mark Gurman: Johny Srouji is not leaving Apple - 'If Gurman had ANY ethics at all, he’d be up-front about “I got this one wrong.” What a scumbag! How soon before he leaves Bloomberg to join the Trump Administration?'
on CNBC: Unlike the rest, Johny Srouji may be irreplaceable (video) - 'It seems like there is going to be lots of speculation about these kinds of issues at Apple. It is nice that Srouji shut this down right away. Did someone misinterpret something that Srouji said or did Cook shut this down by giving Srouji things that he wanted after saying he was thinking about leaving?'
on CNBC: Unlike the rest, Johny Srouji may be irreplaceable (video) - 'My own thesis is that Apple is under going a planned changeover on one hand, and an anticipated exodus on the other as they settle in for the next phase of Apple and their mission. It seems like a lot of sudden turnover at the Apple campus in the senior ranks, but if there was ever a time to do this, it is now. A generational seeding is underway: culturally, Apple is preparing for a new era; commercially, it is becoming something entirely new for the coming age of ambient computing — one where devices, services, intelligence, and the presence of Apple itself behave less like products and more like a shared environment. Two decades since iMac, four since Macintosh, the idea of the digital hub has expanded far beyond a single machine, dissolving into the platform itself. Apple itself has become the hub — the ambient, always-present lattice of intelligence, services, and devices that orbits the user. Tim Cook chose his words carefully when describing Hugo Lemay, the executive taking over Design: “He has always set an extraordinarily high bar for excellence and embodies Apple’s culture of collaboration and creativity.” Treating collaboration and creativity as practice rather than posture has always been Apple’s edge. Apple is seeding an executive team for a mission-focused era. They would be reckless not to — and this is exactly the moment to do it.'
on CNBC: Unlike the rest, Johny Srouji may be irreplaceable (video) - 'More click bait from Gurman. He’s walking it back this morning. Story up now on Bloomberg.'
on Premarket: Apple is red - 'Indexes are red in early trading. Apple is off $1.09 at $277.69. Just over 60% of S&P 500 components are below the breakeven line as we move into the second hour of trading in today’s session.'
on Wedbugh hikes its Apple target $30 to $350 - 'During the Active2025 Investor Conference Laura Martin also predicted OpenAI would buy Apple by 2030. I’ve marked my calendar.'
on Wedbugh hikes its Apple target $30 to $350 - 'Laura Martin always seems to find some reason to diss AAPL these days. She kind of reminds me of Dan Niles who, years ago, was a proponent of the stock. Now he’s more like Colin Gillis.'
on Wedbugh hikes its Apple target $30 to $350 - 'Interesting. Last summer Daniel Ives and Laura Martin were pounding the table that Apple was dead if it didn’t purchase Perplexity. So much for that. Six months later Gemini is the hot ticket and Perplexity is mired in copyright problems. I guess Tim Cook didn’t do so badly after all. Let’s see what everyone is saying next June.'
on Wedbugh hikes its Apple target $30 to $350 - 'Robert: Without even looking, I’m sure Micron Technology (MU), of Boise, Idaho, is one of your infrastructure plays. They are the only large-scale domestic producer of memory chips, which are in short supply now for the big players in AI and are projected to become even more so over the next few years. After 17 years of being all in on AAPL, my wife and I took a significant plunge into MU on September 4, and are most pleased with the results to date. That said, I’m a little nervous about the scale of MU’s planned investment in major expansions in Boise, near Syracuse, NY, and in Hiroshima. On the other hand, I’m glad to see them striking while the iron is definitely heating up.'
on Mark Gurman: Johny Srouji is talking about leaving Apple - 'That’s not a bad point David, I admit I didn’t think about them initially; my brain just has them so entangled in x86 legacy. But that’s a very dated outlook by me.'
