Carl Sullivan on CNBC's Joe Kernen puts his MAGA bias on display (video) - '14 minutes of my life I’ll never get back'
on CNBC's Joe Kernen puts his MAGA bias on display (video) - 'It’s a great segment for television, which is probably why they invited Pete in the first place: they knew it would generate clicks. I stopped watching a couple minutes in, as I could feel the air getting thicker.'
on Someone (or some bot) made a big bet that Apple will fall to $220 by Friday - 'I think (IIRC) that it was steel supplies. But that’s just a very vague memory.'
on CNBC's Joe Kernen puts his MAGA bias on display (video) - 'Liked it better when 3.0 was a politics free zone. I know, nearly impossible in today’s polarized society and with the increased involvement of the government in Apple’s business over the past 16 years be it anti-trust, tariffs, privacy, or other subjects. Nonetheless, this post just adds fuel to the fire.'
on Someone (or some bot) made a big bet that Apple will fall to $220 by Friday - 'Here’s my take: Even while our “Dear Leader” has been loudly proclaiming that the Strait of Hormuz is closed, the reality is that it hasn’t been – Iran has been letting tankers bound for China to continue to pass through. (Besides the income, Iran is reportedly getting intel for targeting US bases and ships in exchange.) Now according to ChatGPT, about 40% of China’s oil imports flow through the Strait of Hormuz – that’s significant. Dear Leader’s latest plan to put a blockade on the Strait is likely to upset China greatly if actually implemented, and would cause severe damage to their economy. Since China doesn’t really have a Navy strong enough to challenge any US blockade you can bet they are thinking of ways on how best to reciprocally damage the US economy without directly going to war. Possible high profile target: Apple and other US tech cos, in ways that I don’t know and are above my pay grade. All just speculation on my part of course, and here I’ll speculate even more: China may even have conveyed this to Trump, which likely means that someone or some favored entity in his orbit knows this and has placed what appears to be a very foolish bet. Or as Rodney alluded, it could be that China decides to take action on Taiwan as a good chunk of their Navy is right there while a good chunk of the US Navy has been relocated to the Middle East. If I remember my WW2 history correctly, wasn’t one of the reasons Japan attacked Pearl Harbor is that the US crimped their energy supplies? If Trump’s Hormuz blockade effectively shuts down 100% of the oil destined for China, do people here really think China won’t do anything to retaliate?'
on Apple accused of aiding Israeli attacks on Lebanon - 'Why would you trust any mapping software over the latest satellite photos of the region when planning any military actions?'
on CNBC's Joe Kernen puts his MAGA bias on display (video) - 'he is such a tool, so unlikeable, and so unable to get his point across without bias … it is incredible to see he is still on the air'
on Someone (or some bot) made a big bet that Apple will fall to $220 by Friday - 'I can only think of two things that could cause that. China and Taiwan, or China and major, major tariffs.'
on Apple accused of aiding Israeli attacks on Lebanon - 'Anti-Apple folks never miss a chance to throw mud, hoping it will stick, and nothing is beneath them. Glad to see Apple being proactive in denying this toxic crap.'
on Apple accused of aiding Israeli attacks on Lebanon - 'Google Earth is really popular with military planners.'
on CNBC's Joe Kernen puts his MAGA bias on display (video) - 'That Kieran continues on CNBC is all you need to know about the quality and intelligence of the network.'
on CNBC's Joe Kernen puts his MAGA bias on display (video) - 'Thank you Pete for thoughtful responses and keeping your cool. Joe, you should be ashamed of yourself, you buffoon.'
on Apple's accidental AI moat - 'I don’t have enough digits and appendages to use to keep track of how often Apple has been counted out. Some all-time favorites are: Michael Dell (1997): “I’d shut it down and give the money back to the shareholders.” Steve Ballmer (2007): “There’s no chance that the iPhone is going to get any significant market share. No chance.” David Pogue on the first iPod: “‘Breakthrough digital device’ might be pushing it.” I’m not saying Apple always fires on all cylinders and doesn’t make unforced errors, but the commentariat class has a less than nuanced understanding of these dynamics that makes listening to them less than productive.'
on Premarket: Apple is red - 'The market’s definitely not in a good mood. Goldman Sachs reports a 19% jump in quarterly earnings and the shares fall over 3% in pre-market activity. The share price will recover as will the market in general. But maybe not today. Pre-market index futures remain in the red as we approach today’s opening bell.'
on Apple's laptops win both market and revenue share - 'This is one of those charts that makes me smile the broadest. 😉'
on Microsoft, start your engines - 'Thank you for pulling up those numbers and your experience using the platforms. I thought Steven Sinofsky’s take was insightful and should be in-line with MSFT’s: https://hardcoresoftware.learningbyshipping.com/p/239-mac-neo-and-my-afternoon-of-reflection. Windows and the hardware on which it runs still needs evolve, or that 1/5 of their revenue could soften and shrink down to more micro levels.'
on Mark Gurman: Apple glasses to ship in early 2027 - ' Oh yeah, a pendent, hanging from around your neck. Now that will be a super stable platform. I don’t see it either. Most men don’t even wear jewelry. I wear a wedding ring and a mechanical watch. No piercings, ear rings, etc. Plus, as a pendant, how many are going to get stolen by someone grabbing it and yanking it off as they run by?'
