Bart Yee on Mark Gurman: What Apple needs from Broadcom and vice versa - 'David, while I share your general disdain for Gurman’s info sourcing and writing biases and tactics, his general discussion and roadmap sharing IS intriguing. If he’s even remotely accurate or at least directional regarding Apple Server technology and how it’s evolving and expanding to meet Apple’s internal AI cloud based processing needs, then that’s exactly what we need to know, both from technology and practical business standpoints, and from an investor standpoint. From that perspective, Gurman’s pointing to and confirming what many of us have speculated about the evolution of Apple M-silicon based servers and how their designed in advantages and technologies address Apple’s needs AND keep it near the forefront of AI and datacenter based servers needs. I didn’t remember hearing about Apple Baltra Servers so down another rabbit hole I’ll go. More on this to come!'
on EU Court: Yes, Virginia. Apple is a gatekeeper - '@David Just a guess, but I think Apple could fork an EU only version of iOS. Didn’t they do that already with the stores? I don’t see how the EU could complain about what Apple sold outside of the EU.'
on EU Court: Yes, Virginia. Apple is a gatekeeper - 'I’m inclined to think no court would rule to limit its own authority, without a very direct legislative imperative. After all, the US taxes worldwide income, and levies fines for bribery committed by US corporations overseas. Why should foreign earnings be sheltered from the authority of the court? (And that’s before considering the lengths that multinationals, including Apple, go to making sure they book profits and balances in particularly favorable nations.)'
on Apple scores a 'staggering' 87 Emmy nominations - 'Emmy-noms. Look for the “A” on each piece. Yum!'
on Josh Brown drinks the Apple Kool-Aid (video) - 'It doesn’t take the voodoo of technical analysis to figure out that, after the initial knee-jerkers dropped the stock, the market ignored the news about increased memory costs and decided Apple’s still going to have an advantage over their competitors. In fact, a price-and-volume chart and all the “cup and saucer” trends in the world won’t tell you that. Only understanding the company, what it does, and how it differs from its competition will tell you that.'
on Josh Brown drinks the Apple Kool-Aid (video) - 'Investors repudiated the negativity about as firmly as I have ever seen, and I’ve been following AAPL for over two decades now. Couple the sheer nervousness of this market – thanks to this President and his enablers – with the Rock of Gibraltar that Apple has become, and any pullback gets immediately translated into a buying opportunity. I think folks will get a bit uncomfortable as Apple approaches a 40 valuation, but with EPS at $8.26 (per Apple Stocks), that’s at $330.40/share. And that EPS shows every sign of increasing handily, which helps calm fears that AAPL is getting out over its skis. And the more this becomes the rule rather than the exception, the more the long term investor cadre grows, creating even more stock stability.'
on EU Court: Yes, Virginia. Apple is a gatekeeper - 'Yes wouldn’t the EU be liable for forcing open rival stores, etc, that facilitate consumer fraud. How is it possible to fine worldwide revenue? That goes beyond the EU’s boundaries. That can’t stand a reasonable court challenge, can it?'
on The days of the $99 smartphone are numbered - 'If I’m correct there will be a downward shift in demand for data center AI during 2027 and especially during 2028. A large portion of the shift will occur when Apple announces its new server designed for localized AI and made possible by Apple’s partnership with Broadcom (AI ASIC chips that are 4X faster than the M5 Ultra). Credit to Mark Gurman whose CNBC interview set me on a path exploring the Broadcom partnership.'
on Premarket: Apple is red - 'Just taking time to watch the Apple stock whiplash for today. The price of 314.11 USD at 2:31 PM is very green. Up 3.48 for the day so far. A 5 dollar swing up from earlier low. And this is with the Iran issues causing drops in the Dow among others of 1.11%. So despite the bad news for the world Apple stock is bouncing up. Interesting.'
on EU Court: Yes, Virginia. Apple is a gatekeeper - 'The court’s ruling sets up the question of who is liable for harm caused by predators given access to so much power.'
on The days of the $99 smartphone are numbered - 'Apple’s recent “land grab” is starting to come into focus. Not raising iPhone prices until this year (most likely) may have been in anticipation of higher prices leading to a longer upgrade cycle. Get the switchers and upgraders *now* (last year) and they’ll be ready to upgrade again when memory costs are coming back down. The balance of Apple’s IB, for whom price increases aren’t as big a deal, will upgrade at their usual rate. Also, of course, the Apple foldable, which will also sell well, regardless of price. I’d have to imagine they bought up memory from that phone over a year ago, so that may be prices starting at $1,999, and not the rumored $2,300-$2,500. Either way, I’m getting one.'
on The days of the $99 smartphone are numbered - 'And the EU and others will accuse Apple of using its dominant position to wipe out the competition. Calls for penalties, fines, or breakup to follow. In other news “sun to rise in the east tomorrow.”'
on Horace Dediu: Where is Nvidia in a decade? - 'I have nothing against picks and shovels, metaphorically. I work in manufacturing, albeit semiconductors. But I think I pretty strongly agree with what you are alluding to: There could well be a pin out there to pop the pick and shovel bubble.'
on How Apple hedges foreign exchange fluctuations - 'Very much enlightened- ya gotta ask the right questions ! Tkx !!'
