Troy Thoman on Handicapping Apple's fiscal Q2 2026 earnings - 'haha no. There is no way AAPL should have the same P/E to NVDA, that’s crazy talk compared to the growth of the two.'
on Premarket: Apple is red - 'Hi, Michael. There is no possible reading of the voting situation in Louisiana that doesn’t emphatically conclude that Black votes have been culled by this action on the part of the “conservative” majority of the Supreme Court. This is not an action without dire consequences. It’s far from adequate to put in place a “solution” that destroys even partial justice when it leaves massive injustice behind.'
on Mark Gurman: Apple is playing catch-up in AI darkroom tools - 'What would be much more useful is to collect Gurman’s predictions, and publish a scorecard between ‘those that happened’ and ‘those that were “hallucinations” by Gurman’.'
on Big bet on Apple puts - 'Thank you James and Greg, I guess there is no downside if someone else buys them and hence repays the borrowers debt for them. 😉'
on Premarket: Apple is red - 'All, Reading a few comments this morning on multiple articles from PED, who BTW does a magnificent job with this site, I thought it might be of some benefit to pass along a snippet from the high court (SCOTUS) in an effort to set forth the reason for their recent decision. Even though I stay away from politics on this site and focus my comments only on news related to the business of Apple, I thought this particular passage from the SCOTUS decision might be of some benefit to those interested. While the decision is long and boring, as are most rulings from the high court, perhaps this particular passage will put into greater focus and clarity the basis for the ruling: “Properly understood, §2 thus does not intrude on States’ prerogative to draw districts based on nonracial factors, including to achieve partisan advantage. In short, §2 imposes liability only when the evidence supports a strong inference that the State intentionally drew its districts to afford minority voters less opportunity because of their race.” I encourage everyone interested to slog through their entire decision. But IMO, this particular passage at least for me, put their ruling into perspective. Now back to what Apple’s earnings will produce tomorrow after the bell. I’ve read a few opinions from the Wall Street types that essentially said Tim Cook would not have departed at this point in time unless the earnings were going to be very good. We will find out for certain about 24 1/2 hours from now.'
on Handicapping Apple's fiscal Q2 2026 earnings - 'What I am referring to will happen tomorrow and following, based on Apple’s forecast'
on Premarket: Apple is red - 'It looks like Starbucks is brewing up something good. Shares are up $9.06 today to $106.34. Comparable sales rose 6.2% in the most recent quarter yet analysts remain a bit cautious on the company. Into the last hour of today’s session and Apple is off $0.43 at $270.28. Alphabet, Amazon, Meta and Microsoft report today. Apple is on deck for tomorrow.'
on Mark Gurman: Apple is playing catch-up in AI darkroom tools - 'If you took all of Gurman’s analysis and strung them together, at least from what is posted here, you would think that Apple is on its last legs. I don’t mind people pointing out the negatives but he seems to go out of his way to do so. For his sake, I hope he is well compensated for selling his soul to whatever devil is willing to pay for it.'
on Mark Gurman: Apple is playing catch-up in AI darkroom tools - '”You are on a roll…!” I changed my meth supplier.'
on Mark Gurman: Apple is playing catch-up in AI darkroom tools - 'Bang on, Gregg. You are on a roll…!'
on Mark Gurman: Apple is playing catch-up in AI darkroom tools - 'I only use Pixelmator, which is now obviously an Apple product, and haven’t used photoshop since the first version of Pixelmator was released. I’m guessing photoshop is way ahead in its AI offering?'
on Mark Gurman: Apple is playing catch-up in AI darkroom tools - 'Since I use Photoshop regularly and know what I’m doing with regards to retouching, I find the Apple tools very lacking. Hoping for casual use it will get a lot better.'
on Nate B. Jones: Apple has made a hardware bet against cloud AI (video) - 'Correction…they’re reporting after TODAY’s market close.'
on Handicapping Apple's fiscal Q2 2026 earnings - 'As in the past, Apple could knock it out of the part on every aspect, the price pops three bucks and the stock dives $8 the next day'
