John Lizza on This week's Apple trading strategies (8/3-8/7/26) - 'Thanks Robert. Good insight and context.'
on This week's Apple trading strategies (8/3-8/7/26) - 'Apple has been underestimated multiple times a year for as long as I’ve followed their stock. As I said earlier: “These are not the droids we’re looking for: Move along…”'
on This week's Apple trading strategies (8/3-8/7/26) - 'D.A. Davidson’s Gil Luria is a smart and informed analyst. Despite Apple’s headline grabbing, rubberneck-inducing pullback on Friday, the shares have performed comparatively very well over the past 12 months: 1-Year Share Price Performance Alphabet – up 84.93% Apple – up 48.82% NASDAQ Composite – up 20.13% DJIA — up 18.93% S&P 500 – up 18.15% Amazon – up 16.01% Microsoft – down (12.89%) Meta – down (28.02%) Oracle – down (48.82% Apple has outperformed almost all of the big hyperscalers and all of the major indexes over the past year. This is not to take away from the impressive results delivered this week by Amazon and Microsoft. As Mr. Luria suggests, Apple was likely a refuge or haven for those wary of the hyperscalers and their pending results. With Microsoft and Amazon reporting, it’s safe for investors to get off the beach so-to-speak and get back in the water. I’m bullish on Apple, a few other select names in tech and, in general, on the AI trade. There will, however, likely both winners and losers in the trade.'
on Mark Gurman: Apple is now a subscription - 'Not an area of knowledge for me, but your comment about business and leasing felt important to me. Especially considering it applies to ALL Apple’s products.'
on This week's Apple trading strategies (8/3-8/7/26) - 'Data Center supporters better hurry, Apple’s on device tune is picking up listensers. By the time you are ready for prime time it may be too late. Being generous I give them until 2031, then too much of the market they are counting on will have taken a different path.'
on This week's Apple trading strategies (8/3-8/7/26) - 'As long as the data centers sell all their capacity its a win for them, but if demand falters the hours of cards come tumbling down.'
on Mark Gurman: Apple is now a subscription - 'Had another wildly speculative thought on this. Perhaps Apple will use this to vastly increase its direct control and quantity of high quality used iPhones for sale in developing countries, selling direct within Apple Stores there. This would bring more traffic into the stores at lower price points, bringing more developing country aspirational users within the Apple moat. Similar long term strategy to Mac Neo.'
on Mark Gurman: Apple is now a subscription - 'PED’s take: “I dunno. For my work, I buy a new iPhone every year. On the other hand, AppleCare has been very good to me.” **Unlike PED, neither my wife nor I use an iPhone for any work. 🙂 However, since AAPL has been such a great investment over the years, my wife and I both get a new iPhone every year since we figure it’s the least we can do to help increase iPhone sales. Plus, our family appreciates getting the older iPhones.'
on Mark Gurman: Apple is now a subscription - 'Might Apple start selling used iPhones after they take in gear at lease expiration? Robitics could cost-effectively refurb and test to ensure a quality level that would allow Apple sell used iPhones with 1 yr warranties. Professionals and enterprises like leasing for tax or accounting reasons. For consumers, the ‘stairway to heaven’ becomes wheelchair accessible as $100 price bump is just $4 / month.'
on WSJ: Apple gave $25 million for Trump's ballroom - 'Re: “The award “recognizes leaders who demonstrate a dedication to improving the world, reflecting Robert Kennedy’s values.” Unfortunately, these values were not imparted to his son…'
on Mark Gurman: Apple is now a subscription - 'I want to hear more about PED’s “Apple care has been very good to me.” I always thought it was over priced insurance and never purchased it (except once when an employee tacked it on when I wasn’t looking). I calculate that without it, I’ll have to pay full whack every few years for a dropped phone or something that Apple care would have covered (or at least defrayed the costs of), but that that big expense would be less than the total monthly premiums over several years. Am I counting it wrong?'
on Mark Gurman: Apple is now a subscription - 'Solid comments from Gurman, albeit nothing groundbreaking. Be it Netflix, Claude or Apple, subscriptions are now very mainstream, and roughly a dollar a day for a new iPhone every year is absolutely the right psychological approach to iPhones. I’m sure cross-hardware bundles are coming down the pike, and that, too, should aid sales, revenue, and second hand hardware, while growing the Installed Base.'
on NYT: The day Trump put Larry Ellison in charge of AI - 'Exactly! Which why I believe they became friends. From a user-centered design perspective, Larry Ellison would make Bill Gates look like a deeply caring saint. If Steve only knew he had befriended the Anti-Christ… What seemed to drive the friendship, though, was that they were loners who both felt they had no friends. (I learned a lot I never knew about Steve’s NeXT years from the new ‘Steve Jobs in Exile’ book by Geoffrey Cain. It’s very interesting.)'
on This week's Apple trading strategies (8/3-8/7/26) - '“ Don’t blame me if you drain your IRA doing something you read about here. “ My first year retirement travel costs burn rate feels high but that’s okay. My decades of being an AAPL long is paying for it. And we’re not even touching my wife’s shares. In my life, I’ve seen lead or pivot successfully at OR after the major computing technological milestones of history it chose to act on. Stay long, don’t stay hungry LOL.'
on NYT: The day Trump put Larry Ellison in charge of AI - 'Somehow, I have a hard time imagining Steve Jobs doing an expense report on anything…'
on This week's Apple trading strategies (8/3-8/7/26) - 'Some observations from earnings call last week … – after 40 years the Mac is now pretty much indispensable at the low end and the top end of the PC market. PED – I think the Mac has become more relevant than wearables for the time being – maybe update 5 easy charts with Mac included and Wearables benched for a while? – I think I heard that the F1 movie created a hard compare for services this quarter. If the movie was indeed that successful that it contributes so much to quarterly results then you can see why a sequel is being talked about.'
on Apple's mixed Q3 2026: What the analysts are saying - 'Joseph Bland said: “Apple bought back $62 B in stock last quarter and still has a cash surplus of $39 B (up by $3 B from last year).“ That’s incorrect, Apple has repurchased $62B worth of stock over the first 3 quarters or nine months of FY2026. Apple repurchased aprox $25.95B worth of shares in Q3 FY2026.'
