Steven Philips on Mark Gurman: Apple's AI and robotics teams are draining talent - 'I wonder if all the mega bucks Meta is spending to buy all the talent will eventually come back to bite them. Kind of like all the financial commitments to AI. Maybe they’ll be successful. Or not. It might force Apple to start paying mega bucks as well. This is probably at the heart of any dissatisfaction.'
on Mark Gurman: Apple's AI and robotics teams are draining talent - 'As Grrman portrays this, it seems it’s a problem unique to Apple. I’d appreciate a more balanced view of the ebb and flow of job changes across Silicon Valley, some stats on the overall amount of migration typically seen between companies, but then that wouldn’t generate as many clicks as “Apple is doomed,” I suspect.'
on This week's Apple trading strategies (12/8-12/12/25) - 'Entering this week’s trading, below is the market cap scoreboard of the Terrific Ten. These are the 10 largest enterprises ranked by this metric. NVIDIA (NVDA) $4.43 trillion Apple (AAPL) $4.12 trillion Alphabet (GOOG) $3.88 trillion Microsoft (MSFT) $3.59 trillion Amazon (AMZN) $2.45 trillion Broadcom (AVGO) $ 1.84 trillion Meta Platforms (META) $1.70 trillion Tesla (TSLA) $1.51 trillion Taiwan Semiconductor (TSM) $1.21 trillion Berkshire Hathaway (BRK) $1.09 trillion Special mention today of Walmart which is #11 on the market cap list at $0.918 trillion and is up 13.44% over the past month.'
on Mark Gurman: Apple's AI and robotics teams are draining talent - 'The higher the VIX, the higher the clicks. Or in less financial terms, if it bleeds, it leads.'
on This week's Apple trading strategies (12/8-12/12/25) - 'If they’re connected to media you know they’re going to exploit a big nothing burger into something it isn’t.'
on Mark Gurman: Johny Srouji is talking about leaving Apple - 'Disregard rumors. Thank Jony for his contributions and wish him well. His leadership gave Apple control over nearly all the most important chips, A and M series compute processing, ML/AI compute, modems and comms, the R1 for another potential transformational Spatial Computing. More importantly, he hired and inspired brilliant leaders and designers to carry on. We’ll more great chips and SoCs, from his team in 2026.'
on Mark Gurman: Johny Srouji is talking about leaving Apple - 'Are we really to believe that Apple is caught by surprise that a bunch of its 60-something long-term senior people are retiring or calling it a day at Apple? I think not. Contrast the tone of Gurman’s take with that of Gene Munster discribing recent departures of Apple execs. Why am I not surprised?'
on Mark Gurman: Johny Srouji is talking about leaving Apple - 'OK, that would be “a source at the C-level” in my taxonomy, right?'
on Saturday Apple video: 'I'm not remarkable' - 'The youthful energy is off the charts. Inspiring, too.'
on Mark Gurman: Johny Srouji is talking about leaving Apple - 'What if this is something Tim and Johny are using as a test to see who’s leaking info to Gurman?'
on Gov. Newsom 'begrudges' Apple's fealty to Trump, but Cook's not so much (video) - 'Folks: It is blindingly clear to me now that there is a dark purpose behind the decision of the Supreme Court to embrace gerrymandering, which is to render the House of Representatives just a second House of States, and thus attempting to subvert the will of our Founding Fathers. Having said that, I find I need to prioritize various issues over posting here, and so I’m officially taking a leave of absence from Apple 3.0 for an indeterminate length of time. Happy Holidays to all, and especially to you and your family, Philip! Signing off for now, I remain: Yours Truly, Joseph Bland, aka Sacto Joe'
on Saturday Apple video: 'I'm not remarkable' - 'This is to the crazy ones, the special ones, the ordinary ones — to the ones needing support, protection and empowerment — the ones needing clarity, vision and hope. Time again for a “think different” — or maybe a “think new” — or “think together”…'
on Gov. Newsom 'begrudges' Apple's fealty to Trump, but Cook's not so much (video) - 'Pic makes him look more AI than human…'
on Gov. Newsom 'begrudges' Apple's fealty to Trump, but Cook's not so much (video) - 'In 2012, I worked for a chat company in San Francisco on Brannan Street. We sometimes visited friends at YCombinator which was nearby, and I was occasionally surprised to see Lt Governor Gavin Newsome hanging out with the startup entrepreneurs. He’s been connected to that subculture for decades; he understands the corporate world as well. His perceptions are probably more attuned with reality and pragmatism than most tech critics can imagine.'
on Gene Munster on Apple's latest leadership changes - 'Munster is easy to agree with because he tends to restate the obvious in a very positive way. And his very long history of covering Apple closely, confirms the accuracy of his facts and helps support his conclusions. Anyone who follows him knows his prognostications are not always 100% right. But he is more right than wrong and being a perennial Apple bull, he’s still one of my favorite analysts. For me, the most salient and interesting thing he said – at least for the near-term, is that he thinks Apple’s going to out-perform the top tech stocks into the Spring. What’s not to like?'
on Barron's: How slow-moving Apple could win the AI race - '“…slow moving Apple…”??? How about SMART moving Apple?'
