Robert Paul Leitao on This week's Apple trading strategies (7/6-7/10/26) - 'Following Thursday’s $14.25 gain to end the holiday-shortened trading week at $308.63, Apple is currently training overnight down $2.01 at $306.62.'
on This week's Apple trading strategies (7/6-7/10/26) - 'With regards to AAPL’s considerable gain last Friday, 07/02/26: ————–07/02/26———–YTD—————1 Year AAPL____+4.84%_______+13.53%_____+45.28% SPCX____+2.83%________+8.0% GOOL____-0.48%_______+13.51%______+98.14% NVDA____-1.39%________+4.47%______+23.90% META____-4.90%_______-11.69%______+18.31% MU_______-5.49%_____+241.81%____+701.35% TSLA_____-7.49%_______-12.51%______+24.65% As are others on Apple 3.0, I’m very happy with AAPL’s gain last Friday…in fact, I’m very happy with AAPL/Apple’s performance over the last 26 years that my wife and I have been fully invested. Other stocks may have better returns over the short and long term but, we use Apple’s products every day, have confidence in their management and have had returns on our investment far and above what we could have anticipated. There’s really nothing else we could have asked for from a long-term investment. Cheers to the very patient AAPL Longs!!'
on Mark Gurman: What Apple's got on tap for next year - '” Nikkei was way ahead of Gurman on these.” You mean Nikkei is Gurman’s “people with knowledge of the matter”? You could have fooled me. I thought all of his sources were inside Apple.'
on Mark Gurman: What Apple's got on tap for next year - 'I pointed out over at Asymco the M5 (or better) iPad Pro would make a great device for dedicated AI applications. I’m thinking about diagnostics (auto, aircraft, factory machines), medicine (particularly when hooked up to sensors and diagnostic machines), and probably training/education. The iPad Pro would be easy to embed in a larger device, has significant advantages in SWaP (Size, Weight & Power) compared particularly to Windows devices, and has a great reliability track record. Those are all things that make it attractive to companies wanting to embed AI into their devices. For many of those kinds of dedicated applications, the security & privacy strengths are just ‘bonus effects’, and any price disadvantages would be outweighed by Total Cost of Ownership.'
on This week's Apple trading strategies (7/6-7/10/26) - 'A few thoughts/questions on perhaps why Apple might not raise iPhone prices much as some believe: 1) Apple raised prices now on everything but iPhones (responsible for about 20% of revenues, I believe). And higher than many people thought. Why now and why just those products? Could Apple be doing this partly to prevent price increases for most iPhones? 2) Apple has split the release of the premium iPhones and low end, with the former happening in the Fall. The very high end consumers are not as concerned with price so could Apple raise the prices on the most expensive to keep prices down on the rest? 3) Could this also be one reason why Apple will go straight from M5 to M7? It might be easier to raise prices with a fantastically great chip. 4) And what effect will the Fold have on the revenue mix? Apple can actually set a higher price than it may have to for a very hot product and keep ASP high. Apple looks at overall revenue, not strictly the revenue of one product. So I would not be surprised if Apple makes a variety of price increases that keep low end iPhones cheap while making it up on high end/new products.'
on This week's Apple trading strategies (7/6-7/10/26) - 'And yes, a loaded M5 MacBook Pro will cost about $5 K. It’s also worth every penny if you’re really into AI….'
on This week's Apple trading strategies (7/6-7/10/26) - 'Macalope asks “Apple won’t go broke for us, so why should we go broke for Apple?” it always seems peculiar to me for people who live (their short and inexperienced) life behind a keyboard to try to influence those who are outliving in the real world. And then we wonder why they say things like this.'
on Counterpoint: Apple is snapping up 29% of the foldable screen supply - 'On “durability”, some engineering math: (I am not really an Engineer, but I do play one at the office …) 16 waking ours in the day, 5 opportunities to flip open and closed per hour. Leads to 80 opportunities per day. Round up to 100. 365 days a year. Let;s be realistic, these things are going to be expensive, so I do not see a typical annual upgrade rate, but more like two, three or even five. AppleCar carries a maximum of three years I think. So that leads to a “lifetime” cycle life of 109,500 cycles. Round up to 125,000 cycles. For reliability AKA durability purposes, that would probably require at least 250,000 cycles and then a little statistical evaluation to see what percentage would fail at 125,000 cycles. The control limit would surely be 150,000 cycles to cover statistical usage variation in the above calculated 125,000 cycles. I estimate human take about 10 seconds to open, less than 5 to close. Testing should emulate that giving a cycle rate of 4 cycles per minute or 62,500 minutes or 1041 hours of testing. Six weeks is not at all atypical for life cycle testing in semiconductor manufacturing, but it still takes time.'
on Independence Day. July 4, 2026 - 'Congrats to your ancestors, but the current mad tyrant king is making a push to stay – forever. He again teased a third term in his rally speech last night. Oh, wait, I mean speech honoring the 250 anniversary.'
on Apple's contempt in Epic case goes to the Supreme Court - '@Bart: You’re welcome. When you get appointed to the Apple Board, I’ll be pleased to review the contract.'
on Tim Cook is tying up loose ends before the handoff - 'And a nice rundown on why Apple TV has some great shows https://www.theverge.com/entertainment/960985/apple-tv-hits-2026'
on Independence Day. July 4, 2026 - 'My ancestors fought on the right side in both of those wars. Today, I thank them for freeing us from tyrant kings, and for ridding the land of slavery.'
