Gregg Thurman on Look at the cool things Nvidia is doing with the Apple Vision Pro (video) - 'I watched the interview twice. The second made NVidia’s development sound more like a Vision Pro converter box for Windows. Makes me wonder what kind of license (and fees) Apple got for helping Nvidia to make SpatialOS work on Windows. Of course the “Box” will sit between the host desktop and the 3D rendering device. So it’s a bolt on. And it will require a new class of Nvidia processor. It sounds cool what they are trying to accomplish, but as an intermediary device it will be expensive. Did I interpret this correctly?'
on Mark Gurman's Apple misses and hits (two lists) - 'I probably won’t for the same reason PED did not- because we both agree with you that it is a trivial question and not deserving of the time required to do so, though the results would be interesting.'
on Mark Gurman's Apple misses and hits (two lists) - 'I and Gregg and probably many others – especially light of the previous article on NVIDIA and AVP – hope they’re both totally wrong! 🙂 Let’s see what actually influences John Ternus.'
on Look at the cool things Nvidia is doing with the Apple Vision Pro (video) - 'If anyone is a listener of Mac Break Weekly, Alex Lindsay formally of the show who was a big supporter of AVP is now an Apple employee. I believe he is in developer relations related to AVP.'
on Mark Gurman: What no more net-cash-zero means for John Ternus - 'Don’t worry, John will tern us around!'
on Premarket: Apple is red - 'Morning, Gregg. “Frankly, I think “PE” and all variants of it should be put to death.” As always, we will have to agree to disagree. The inevitability of Apple’s future is written in its past. IMO. And reading those particular tea leaves has stood us in good stead up until now. I see no good reason to doubt them going forward. Also, I don’t at all disagree that “ TTM EPS increased as it did because the addition of last week’s quarterly EPS was substantially higher than the quarterly EPS it replaced.”.'
on Mark Gurman's Apple misses and hits (two lists) - 'Then I suggest you do so and let us know the results…I did suggest asking ChatGPT for a second opinion. Do you routinely ask for four different medical opinions before you’ll move forward on something? Perhaps if it’s major, but for a question as trivial as this?'
on Premarket: Apple is red - 'Micron Technology sits atop the S&P 500 leaderboard as we approach the noon hour in New York. The shares are up 7.24% at $581.47. FedEx is off 9.15% this morning at $357.63 on fears of further disruption to the shipping/logistics market with the introduction of Amazon Supply Chain Solutions. UPS is also down over 9% at $97.42 on the news. Amazon is up $2.46 at $270.72. Apple is now off $3.29 or 1.17% at $276.85. Bernstein announced today an increase in its Apple price target to $350 from $340. Let’s see where afternoon trading takes shares prices…'
on Look at the cool things Nvidia is doing with the Apple Vision Pro (video) - 'In this case, since Apple seems to be first to the party and will probably be first to place significant orders if/when the AVP gets upgraded and then priced like an actual consumer device, hopefully Apple should get a discount on the chips compared to others. Again, hopefully, this should widen the moat for entry into spatial computing. I also wonder, with all the news that Gurman “breaks”, why he wasn’t the first to break this story. Maybe his sources are limited in their reach, maybe he mostly spews the obvious, or maybe he tries to stay away from news that is positive for Apple, or maybe some combination of all three. This should have been the perfect story for Gurman to break the news on. Or maybe he couldn’t run the story without putting his source(s) in jeopardy(to cover the bases and give him some benefit of the doubt).'
on Premarket: Apple is red - 'I think all those traded on May 1. Could it be insider trading by someone’s sons?'
on Look at the cool things Nvidia is doing with the Apple Vision Pro (video) - 'This makes clear that, while the device might not be selling, Apple and partners (Nvidia, others) are creating a category of spatial computing that Apple is likely deeply committed to regardless of the constraints that hinder the (for the moment) single device that accesses it. Those constraints will evolve, and other devices (glasses, for one) will join the category. AVP might die, the way the Apple II died. But just like the category of PCs boomed, so will spatial computing. And guess what company is poised to lead the way–again.'
on Mark Gurman: What no more net-cash-zero means for John Ternus - 'Offshore wind off Mar-a-lago – blowing a lot of hot air there.'
on Premarket: Apple is red - 'Maximum-pain.com is working again. There’s a lot of money being exchanged in out-of-the-money $200 puts expiring on Friday. Any idea about who would want to sell these — or who would want to buy them?'
on Mark Gurman: What no more net-cash-zero means for John Ternus - 'Here’s a crazy thought. With just a reduction of a usual $25B repurchase allocation of one quarter, Apple could 1) bid $7B to takeover rights to MLB National Games, World Series, etc. for 7 or more years. 2) bid $3-5B/year for Fox’s NFL rights 3) bid $1B per year for NHL rights in the US, or more for that and Canada Apple would then leap into a large position for all these major sports. NBA would come next. All to grow Apple TV+ and to provide Vision Pro content.'
on Look at the cool things Nvidia is doing with the Apple Vision Pro (video) - 'Cool stuff. Too bad AVP is DOA (sarcasm) Long live AVP.'
on This week's Apple trading strategies (5/4-5/8/26) - 'I’m not sure I understand the pessimism for Microsoft. If they can get past their marketing blunders, they have a large captive Windows audience where they can provide AI services. And that’s part of a broader, more diversified, revenue stream. p.s. Anyone else think GameStop buying eBay is absurd?'
on This week's Apple trading strategies (5/4-5/8/26) - 'The Apple 3.0 discount seems to now have expired.'
