Jonny T on Trump on Tim Apple - 'It is pretty scary when the ‘grownups’, including those amongst this, our band of reasonably intelligent adults following Apple, set the example to the youth of the world by using such lavatorial and debasing language. Shame.'
on Ben Thompson: Thoughts on Tim Cook's tenure as Apple CEO - '”If Apple does as well financially in 15 years under John Ternus as it has done in 15 years under Tim Cook,” If we aren’t already we will be farting through silk underwear.'
on Horace Dediu imagines Apple after John Ternus - 'I think in 15 years, India will flex more world muscle than China, but I do not think China will let go easily. China’s problem is that it has an older population and it is not growing as fast. It is also somewhat authoritarian. India’s problem is, in part, that it has a younger population and it is growing faster. I don’t really know how to judge India’s political direction.'
on Premarket: Apple is red - 'The major indexes finished in the red on this Tuesday. Among the S&P 500 components about 67% finished lower today. Northern Trust jumped 8.02% to close at $171.74 on better-than-expected results. Computer maker HP Inc. gained $1.50 or 7.66% to end the day at $21.09. Apple dropped $6.88 to $266.17 on the first full day of trading following management’s announcement of a forthcoming change in Tim Cook’s role at the company and the promotion of John Ternus to the CEO’s chair effective in September.'
on Trump on Tim Apple - 'your President is a new low. What did he call for with regards to an entire civilisation?'
on Ternus as Apple CEO: What the analysts are saying - 'Hard to compare those numbers because Microsoft, Google, and Oracle are primarily into software, and utilize hardware as a way to present cloud services. Gemini says Microsoft’s gross margins is above 68% for 2025 and current PE is 26.6. Google’s gross margins was over 59% and PE is 30.8. NVidia gross margins have risen to 75% and are a massive hardware maker for businesses, plus software to run on their products. Current PE is 40.7. Amazon gross margins is 50.3%, current PE is 34.6. Meta gross margins is 82%, current PE is 28.5. No clue if all the AI spending is being compiled and expensed to the companies, or outside shell companies as some have suggested to mask the expenditures and impact on revenue and earnings.'
on Trump on Tim Apple - 'Calling for the assassination of a sitting president. A new low for this forum. You need help. A lot of it.'
on Trump on Tim Apple - 'I am waiting for the Koolaid drinkers to explain how this is all part of the grand “weave.” How terribly far we have collectively abased ourselves.'
on Trump on Tim Apple - 'I wish TC would run for president and restore dignity to the office (and the trains would run on time). But he’s too smart to apply for the job. I have never hated a human more than I hate Trump the POS.'
on Apple's John Ternus gave Penn Engineering's 2024 commencement address - 'We’re almost the same age. Gen X FTW!'
on Trump on Tim Apple - 'That’s right Fred – you are recalling correctly. Upvoted. But of course Trump would twist this all around to make it seem like he’s the one with the brains and always in-charge, with a few insults and rude language thrown in for good measure. Like Wile E Coyote, he’s a genius. A real SUPER genius! And of course today turned into another TACO Tuesday…'
on Ternus as Apple CEO: What the analysts are saying - 'Dan, I, for one, don’t find any current ideas about Apple Glasses anywhere near as exciting as AVP.'
on Trump on Tim Apple - 'Apologies for this post, it was in poor taste. But the man just sets me off. He just can’t resist sh*tting on someone any chance he gets. Somehow, being respectful or saying something positive about someone has gone out the window these days and apparently the only thing to do is to badger, berate and belittle people. And he and his kind are proud of themselves for doing so. What a nightmare world we live in.'
on Trump on Tim Apple - 'If I recall correctly, the first call, during T’s first presidency, was to remind T that tariffs on iPhones products would help Samsung because there were no US smartphone makers. Who advised who?'
on Premarket: Apple is red - 'Volume today was only slightly over average (49.4 M trades vs 46.2). Meanwhile and unsurprisingly, this Administration has chosen to continue the status quo with Iran and Hormuz. All in all, not much of a ripple from the new CEO of Apple bombshell. Some fancy Apple footwork there!'
on Trump on Tim Apple - 'But part of Cook’s duties as Executive Chairman is explicitly taking care of politics… From Apple’s official announcement: As executive chairman, Cook will assist with certain aspects of the company, including engaging with policymakers around the world.'
