John Konopka on Daniel Ives: The Ternus cadence continues - 'There is also the case of pro users running their own models on one or more Mac Studios on-site. Apple skipped the chance to make the M6 Pro, Max or Ultra and is jumping directly to the M7. Considering how much a leap the M6 is I’m really curious to see the M7. I’ve worked most of my life with really slow computers. My first computer back in the day didn’t even have a CPU chip. The CPU was built from 7400 logic DIPs and had iron core doughnut memory. What an amazing run we’ve had.'
on Evercore is sticking with its $380 Apple target - 'So my doubling of the Evercore yoy projection is actually considered conservative by John, Gregg, and Bart. I don’t think I’ve ever seen that before…. (Smily face)'
on Evercore is sticking with its $380 Apple target - 'Assuming a 3% drop in AAPL shares outstanding to 14.16B shares by end of 2027, if AAPL reaches $454, it would have a market cap of over $6.4 Trilliion. Wonder if NVDA keeps up or the AI bubble begins to deflate going into 2028?'
on Nvidia and Apple are the only Mag 7s outperforming the S&P 500 - 'Here is the timeframe I choose. Since 1926, over half of the total wealth created by the market has come from just 46 companies. And Apple is number 1 by far,. Even in the last decade, where the Mag 7 have skyrocketed, Apple is number 2 behind Nvidia. And the data for that report ended December 2025, so the two are even further ahead of eveyone else.'
on Daniel Ives: The Ternus cadence continues - 'My read on his “features will be available for a fee in the future” comment is that Apple users will have access to on-machine AI for free, and that more compute-intensive applications that require access to server-based frontier models will come with a cost. Unless of course users just access frontier models in a limited fashion on-line, as can be done now.'
on Mooness, Crespi, Hardt hikes Apple target $20 to $355 - 'I can think of a few more reasons to not have the report on Thursday October 29 for the company. This is a busy time and sometimes you want to have people pay more attention to other things before they look at the earnings report. But Apple can’t avoid some competition even from itself so having the event today (the 28th ) for the new MacBook Pro with touchscreen when the Fed announces an interest rate decision and MSFT and Google report could mean they want more space for the earnings report news from other news. Amazon reports tomorrow the 29th following this idea Apple likely looks at Monday as a better time to deliver the report so people can hear the message with less distractions. Of course it just is because they weren’t ready to keep the old schedule.'
on Nvidia and Apple are the only Mag 7s outperforming the S&P 500 - 'They’re both full stack, from silicon to software to software app developer ecosystem. And best of breed.'
on Nvidia and Apple are the only Mag 7s outperforming the S&P 500 - 'If you allow me to pick the timeline (I get to choose which data I use) I can make a lot of stocks look good (or bad). What’s hard to do is to identify a trend. Is it defined in terms of days? Weeks? Months? And the real key (for traders) is to determine a trend before it occurs, because once it occurs, one trend does not determine what the next trend will be, and it can change- quickly. Right now, I believe Apple is trending upward (silicon and private AI). It is always good to see analysts recognize that, but the better ones were recommending to buy Apple before the trend started (last March). For Apple, long-term investing seems to be working the best.'
on Mooness, Crespi, Hardt hikes Apple target $20 to $355 - 'Has Apple ever reported on a Monday before? Usually, if you have good news, you report earlier in the week and bad news as late as possible(I have seen some companies report bad news as late on Friday as possible). Or is this Ternus changing something more to his liking or putting his stamp on things?'
on iPhone 18 Pro series up 3.1% from the iPhone 17 Pros - 'Agreed. No admin has challenged free elections like this one. If they are not outright changing votes (see Tennessee), they will try to challenge results they don’t like. Watch Alaska, Texas, Michigan. We and the system will be tested next week.'
on iPhone 18 Pro series up 3.1% from the iPhone 17 Pros - 'No previous administration has taken the combined legal assaults on the voting system, coupled with continual mis-statements across the administration to create FUD on election systems.'
on iPhone 18 Pro series up 3.1% from the iPhone 17 Pros - 'Greg, I appreciate your angst about this premenon, but the realty is that every administration does this.'
