Daniel Epstein on Omdia also sees the Mac gaining market share - 'As far as the supply chain reports and news. I read earlier today that Apple has increased Duo orders by 30%. Before pre orders even start. As for the Pro 18 and Pro 18 Max the order change was for the 18 pro down 15% and the 18 pro max up 15% so more of a product mix adjustment which would actually be a revenue increase even though essentially what was ordered before the release. This may mean the premium priced models are going to be even more popular than expected. As for demand overall we will have to see if the the basic 17 models continue to sell well enough till the basic 18 gets introduced. I do think Apple customers often surprise us to the upside on demand for the newest models.'
on Premarket: Apple is green - 'CNBC’s MacKenzie Sigalos says it all in this clip from today’s Fast Money podcast. Apple’s shares closed up today $3.70 or 1.29% at $340.97 and just shy of the current all-time closing high of $341.07 set on September 25th. Concerns about slack demand for the iPhone 18 Pro and iPhone 18 Pro Max appear to have dissipated. In other news today, JPMorgan raised its price target on Apple from $340 to $360 per share. Apple’s closing market cap today is $4.98 trillion. https://apple.news/AHy6vAw6CQQS9yI1-3ZJv9Q'
on Omdia also sees the Mac gaining market share - 'You are right, especially if Seinfeld was letting one friend alone so they could lift the other up, so both actually end up higher than either alone. It gets into the complexity of Apple’s supply chain and why anyone with smarts takes ‘supply chain’ reports with a grain of salt. They seldom say which supplier is up or down. Or how many. Just that one is. In the old days, I’d refer to it as the “OMG they are buying fewer resistors and are doomed” approach to analysis. Could be because Apple is sourcing a few parts somewhere else. Could be because Apple dropped a supplier due to leaks. Could be Apple now has a huge stockpile for the next 3 months. Could be Apple is re-adjusting its product line. Could be no one is buying the entire Apple product. Again since they seldom report WHICH suppliers. It could be any of those. The media always hooks on the last one because Apple doom and gloom in the headline moves the market so that the institutions can get in before it takes off as later reports come online. Rinse. Repeat.'
on Apple sticks with 'Apple Intelligence,' for now - '”Makes Apple Intelligence at once cleanly simple, direct, brand specific, and informative while others veer off to other symbolism.” Your list of brands for “AI” products reminds me of another time, when the CEO tried to increase sales by introducing several variants of the same product, and all he did was confuse customers. Then, when Jobs returned, he condensed it all down to Good, Better, Best.'
on Apple sticks with 'Apple Intelligence,' for now - 'No, that will be reserved for another grifting product or service for unsuspecting wallets called SI-FT for Freedom Trump, SI-EVE, for Excellent Value Extraction, and SI-SNAKE-EEE for • S – Subversive or Self-Serving • N – Narcissist • A – “Actor” or agent for other power, also Amoral, Autocratic, Antagonistic, Aggressive, and Adversarial • K – Known for • E – Ego, Evasion, Exploitation, and unmet Expectations. Spin the alphabet wheel for to roll your own. Sorry if that’s too political, but it is in keeping with Trump’s penchant for wanting everything to be monuments to HIM, not our country. There’s a word definition of that behavior somewhere. Starts with an M and ends with a C.'
on Apple sticks with 'Apple Intelligence,' for now - 'I’m surprised Trump didn’t just name SI after himself. The smartest turnip in the patch – ever! 🙂'
on Omdia also sees the Mac gaining market share - 'All these reports of Apple products being scaled back while others are selling better make me feel like I’m in a Seinfeld episode. It’s like Jerry’s ‘Even Steven’ theory—whenever one friend is down, the other is always up.'
on Premarket: Apple is green - 'From the article: “Supply chain sources also tell Securities Times that iPhone 18 Pro Max orders have increased by 10-15% and iPhone 18 Pro orders have been reduced by 10-15%. The total supply targets for the iPhone 18 Pro line overall are ultimately unchanged, however, contradicting a recent Nikkei Asia report.“'
on Nikkei Asia casts a shadow over Tim Cook's China tour - 'Aaron, Upvoted. Title of the article could have easily been Cook visits China as new iPhone demand surges on its launch.'
on Apple sticks with 'Apple Intelligence,' for now - 'Dementia is as dementia does. He certainly tackles the most presidential issues, huh?'
on Apple sticks with 'Apple Intelligence,' for now - 'R’s + MAGA’s are f’in hypocrites and capable of amazing amounts of self deception & denial. It’s truly amazing. Wake up! Grow a set. Enough.'
on Apple sticks with 'Apple Intelligence,' for now - 'As a long time shareholder, 22 yrs, I hope Tim grows a spine and says ‘enough!’. We have had enough of this BS.Costco has shown us that standing up and having principles will not affect your bottom line in the long term. I am willing to see my portfolio down if it means being on the right side of history. No renaming lakes, gulfs, or accepted terms. Enough!'
on Nikkei Asia casts a shadow over Tim Cook's China tour - 'Good. Apple is still doing what Cook and company have been doing for decades. FUD article, common this time of year.'
