Robert Paul Leitao on Bloomberg: Apple won't be selling any 'PervertPods' - 'Robert: Good question. I eschew social media platforms in general and have yet to create accounts on Facebook, Instagram, TikTok, Snapchat, etc. As someone who has actively (and avidly!) advocated for use of Apple products and services for the past 40 years, I consider Apple Messages a social communications tool for use with the select number of family members and friends with whom I maintain frequent contact or with whom I am engaged in daily or near-daily conversation.'
on Counterpoint: Apple shines on the subcontinent - 'Those who weren’t making any money -before the Memory Crunch- are likely losing significant money now.'
on Premarket: Apple is red - 'AAPL closed down $5.53, down -1.75%, erasing most of yesterday’s gain. Volume was a weak 33M shares, about 58% of recent 3 months volume. I wonder if there is any connection to monthly options expiry tomorrow? AAPL began to slide today in the last 2 hours to move lower for the day.'
on Counterpoint: As smartphone sales swooned in Europe, the iPhone outperformed - '“Smartphone” should never be a descriptor of the cellphone market. The “smartphone” market didn’t decline, the Android market declined. It would be far more accurate to describe everyone, EXCEPT APPLE, as Android, thereby separating out cheap, low cost cellphones, from in demand, aspirational iPhones no matter their higher prices.'
on Counterpoint: As smartphone sales swooned in Europe, the iPhone outperformed - 'I am hoping that Eurocrats see that Apple rules because Europeans drools for iPhone tools. (Sorry, I haven’t had my coffee yet.) Apple is not creating an unfair advantage; they are creating a great product. And the Europeans are purchasing accordingly.'
on Counterpoint: Apple shines on the subcontinent - 'As many here have predicted, memory price increases hurt the others, not iPhone. And, that doesn’t include used iPhone sales.'
on Premarket: Apple was red, turned green - 'The CEO, Bancel, is brilliant. I own a nice lot of MRNA @20/sh. The stock peaked 5 years at nearly 500 during COVID. It’s got a long way to go to pass that milestone, but today’s announcement puts them back on track for significant outperformance, IMHO, over the next several years. A huge win-win, indeed, for science and shareholders.'
on Apple: Risk off in the EU - '“This removes a cloud of legal and financial uncertainty that had weighed on the stock.” Nah, the stock has done well and retraced several times in the last 12 months, but all that action was due to a range of factors other than EU shenanigan weights.'
on Bloomberg: Apple won't be selling any 'PervertPods' - 'The agent provocateur in me poses this question to all Apple 3.0 subscribers: How many of you have a Facebook or Instagram account? Just asking…'
on Bloomberg: Apple's modest CapEx is dragging it down - 'Ryan Vlastelica: “Apple, which has opted to power its AI services through partnerships and avoid the costly arms race for computing infrastructure, is among the 25 worst performing stocks in the S&P 500 Index over the past three weeks.” **Over the last three weeks? Clearly Ryan is not a long-term investor. 🙂 So far, AAPL is up 16.5%, YTD…I couldn’t care less how that percentage compares to the gain of other stocks over the past 3 weeks.'
on Early Apple investor buys first Ferrari EV for $40 million - 'My best was only a ‘66 E-type but I would say the same. Did like my ‘93 Rx7 TT, though. Boys and their toys! 🙂'
on Premarket: Apple was red, turned green - 'This might be of interest to you, Robert – as well as to others here: https://capitalblueprint.substack.com/p/decoding-herb-wertheims-dual-engine?utm_campaign=post&utm_medium=web'
