Robert Paul Leitao on This week's Apple trading strategies (3/2-3/6/26) - 'In Monday trading in Asia, The Nikkei 225 is off 1.53% and the TOPIX is down 1.62% Hong Kong’s Hang Seng Index is in the red 2.40%. European markets will open in about five hours…'
on Apple closes five stores in the United Arab Emirates - 'Apple does not have company run stores in Israel. Any stores mentioned must be authorised resellers or even unauthorised ones.'
on This week's Apple trading strategies (3/2-3/6/26) - 'Index futures are decidedly in the red on this Sunday evening. Lockheed Martin is up (of course!) $47.90 at $705.98 and Northrup Grumman is ahead overnight $41.80 at $766.18 as might be expected in the midst of a huge military engagement while Apple is off $1.24 at $262.94. Microsoft’s share price continues to be under pressure. Overnight the shares are trading down $1 at $391.74.'
on Apple's securities fraud defense: We didn't know - 'Fred Brooks said “What one programmer can do in one month, two programmers can do in two months.”'
on Apple closes five stores in the United Arab Emirates - 'An Apple Store that stays open 24 hours a day? I’d like one in my city, please!'
on What the decapitation of Iran means for Apple - '“… I guess being the most popular and benevolent company on the planet has its benefits.…” … and Apple doesn’t make pagers… '
on Apple closes five stores in the United Arab Emirates - '” The UAE is not the only country in the Middle East within range of Iranian missiles.” Iran has developed over a dozen different types of missiles, several of which have a range of about 2,000 km (about 1,200 miles). That puts them well within range of all of the Middle East, southeastern Europe, Russia and Egypt. Iranian leadership (until today) had no interest in peace, only the spread of its hatred of all things Jewish, Christian or Sunni.'
on Apple closes five stores in the United Arab Emirates - 'Phil: Dubai and Abu Dhabi are in the UAE. BTW, Iran is nuts to piss off the Gulf States (UAE, Bahrain, Qatar, Oman, Kuwait) and Saudi Arabia. One thing to go after the bases of the attacking countries, but thinking this will get them to put pressure to end the war, doesn’t seem likely to my humble opinion.'
on What the decapitation of Iran means for Apple - 'I pretty sure everyone knows how I feel about Trump, but I’m in total agreement with this action against Iran. The rest of the world has been kissing the Ayatollah’s ass for far too long, in fear of starting a major war. But what’s the difference between a war that kills a few thousand each year, for 40 years, and a war that kills a couple hundred thousand over the course of 1 year? The killing stops much sooner in the total war scenario. “Proportionate response” has never stopped the killing. Only elimination of leadership and capability can do that.'
on What the decapitation of Iran means for Apple - 'Pedo-Trump “if you elect me I’ll bring energy prices down 50%” Today – “oil spikes 7% on Iran fears” What a moron. Things have never been as expensive, tariffs are squeezing Americans and the stock market is struggling to stay positive.'
on What the decapitation of Iran means for Apple - '”And we’ll be again dragged into a years long police campaign.” Waging war is expensive. The main protagonists in the Middle East (Hamas, Hezbollah, Houthi) don’t have the ability to wage war as they have, without Iranian and, to a lesser degree, Russia. The economies of both countries are nearing collapse, along with their abilities to support Middle Eastern terrorism. We aren’t looking at Mayberry RFD suddenly springing up in the region, but the possibility just got a lot easier for those that want it.'
on What the decapitation of Iran means for Apple - '”Instability in the Persian Gulf will impact Saudi and other Gulf state shipments.” Instability doesn’t just happen, it is caused. Iran has been the primary cause of Gulf instability since 1980. After reading the article you provided it is readily apparent the the Feb 28 attack was not a show of force seeking better negotiating terms, but a concerted effort to neutralize senior leadership and its ability to wage war on its neighbors. Looking at the Mideast after this weekend: Iraq has been eliminated, Syria has been eliminated and now Iran has been eliminated. Iran can no longer support Iraqi rebels, Hamas, Houthi and Hezbollah terrorists, either financially or militarily. A period of elevated instability will ensue, nut that will decline at a precipitous rate now that the financier of Islamic terrorist groups has been neutralized. Commerce through the Hormuz Strait should return to normal over a period of time, resulting in lower oil prices (cost of shipping reduction). That will positively impact US inflation.'
on What the decapitation of Iran means for Apple - 'Oh, don’t worry! Hegseth assures that this won’t go any further! 🙂'
on What the decapitation of Iran means for Apple - 'I hope you are right but Im afraid the ripple effects will be going for years…. And we’ll be again dragged into a years long police campaign.'
on What the decapitation of Iran means for Apple - 'I expect this campaign to be over before the markets open tomorrow morning.'
on What the decapitation of Iran means for Apple - 'If the Russian shadow tanker fleet continues to be interdicted, prices for Russian oil will go up and availability will go down. Of course, Russia can construct pipelines to China, but not (directly) to many other neutral countries.'
on What the decapitation of Iran means for Apple - 'If Trump really wanted to destroy Iran he should become their president. MY TAKE After the very protracted wars in Iraq and Afghanistan, with all the pernicious peripheral actions – not to mention Donald’s kidnapping of Venezuela’s president and the hyperbolic on-again off-again tariff war and pathological bullying of friends and foes alike, I can’t imagine how blowing up Iran – which has been in a protracted war against “the West” and its neighbors ever since 1979, is going to affect Apple. Why? Because Apple is not in the war business. Truth is, everyone likes to use Apple stuff, including our enemies. I guess being the most popular and benevolent company on the planet has its benefits.'
on This week's Apple trading strategies (3/2-3/6/26) - 'Following Friday’s market sell off: S&P 500 – down 0.43% Nasdaq – down 0.92% DJIA – down 1.05% Russell 2000 – down 1.68% Apple – down 3.21% on the day Apple is off 2.82% year-to-date with the Nasdaq Composite off 2.47% over the same two-month period and the S&P 500 up 0.49%.'
on What the decapitation of Iran means for Apple - 'Hi, David. Russia will benefit financially from a curtailment of oil. And so will this President’s other oil barron cronies. Do NOT underestimate the Powers behind Trump’s Throne. He may not be the sharpest knife in the drawer, but they’re no dummies. Just unbelievably callous and greedy.'
on Mark Gurman: No touchscreen MacBook until the end of the year - 'BTW, this idea has now entered the Public Domain, and is thus no longer patentable. So Mr. Cook, if for some reason you haven’t considered this use case, you’re welcome. Joseph Barrett Bland, aka Sacto Joe'
on Mark Gurman: No touchscreen MacBook until the end of the year - 'This is mot a feature I’m pining for. Among other things, it’s an ergonomic nightmare for a desktop computer. That said, there is one very interesting use case that I see a tie-in to, and that’s to the Vision Pro. In a virtual world, it’s possible to have your cake and eat it too. That is, you can have an ergonomically-advantageous horizontal or sloped surface that you can tactilely interface with but that’s seen by your eyes as a vertical screen How do I know this? I have a serious neck condition that once required me to avoid looking down like the plague, so I rigged up a system of a long rectangular mirror (basically, a trucker’s side mirror rotated from vertical to horizontal and hung below a monitor positioned at eye level height). That let me see my keyboard without forward neck flexion. It took getting used to, btw, because a reflection reverses what you see, and I had to train my brain to get used to seeing my fingers coming at the keyboard from the monitor towards me, and the key letters being both upside down and reverse imaged. But it worked just fine, oddly enough, and it literally saved both my neck (after a three vertebrae fusion), and gave me a career using computers for several decades, continuing to this day. Fortunately, with a virtual monitor, you can easily view things in the proper perspective, although you will still have to get used to the mental disconnect of touching a horizontal or tilted surface and seeing your fingers and monitor vertically. But take my word for it : as weird as it sounds, your brain WILL adapt! So this “touch screen monitor” may actually turn out to be a “killer accessory” for the Vision Pro! Advantage, Apple.'
on Mark Gurman: No touchscreen MacBook until the end of the year - 'I saw a headline today on touchscreen Macs: “Steve Jobs said it wouldn’t work”, which of course is NOT what he said at all. Typical headline clickbait… Sigh.'
on What the decapitation of Iran means for Apple - 'And a bit more conventional view from retired LTG Hertling: https://www.thebulwark.com/p/bombing-iran-is-easy-what-comes-next-hard-regime-change-strategy-goals-iraq (I’ve learned The Hard Way only 1 link per post.)'
on What the decapitation of Iran means for Apple - 'A rather unique view from strategist TPM Barnett: https://thomaspmbarnett.substack.com/p/postpod-sunday-cutdown-cxiv-1-march'
on What the decapitation of Iran means for Apple - 'If you want authoritative information on the current activities in Iran or Ukraine, check out the coverage from ISW: https://understandingwar.org The other thing to monitor is global oil markets, particularly deliveries to China. Belgium (!) intercepted a Russian shadow tanker today. Russia, Venezuela and now Iran have all been perturbed as energy suppliers to China and elsewhere. Instability in the Persian Gulf will impact Saudi and other Gulf state shipments. Oil isn’t quite the single dominant commodity it used to be, but energy is still a major concern for lots of world economies.'
on This week's Apple trading strategies (3/2-3/6/26) - 'Below are the five-year share price performances of the Terrific Ten equities ranked by percentage gains over this time and the percentage gains in the major stock indexes over the same period. NVIDIA (NVDA) up 1,191.99% Broadcom (AVGO) up 580.08% Alphabet (GOOG) up 205.79% Taiwan Semiconductor (TSM) up 197.43% Meta Platforms (META) up 150.60% Apple (AAPL) up 117.86% Berkshire Hathaway (BRK) up 109.95% S&P 500 – up 80.49% Tesla (TSLA) up 78.76% NASDAQ Composite – up 71.83% Microsoft (MSFT) up 69.01% DJIA – up 58.34% Amazon (AMZN) up 35.79% Russell 2000 – up 19.60% Apple ranks 6th among the Terrific Ten equities for share price performance over the past five years. Amazon and Microsoft are the performance laggards among the group of ten. Microsoft’s one year share price performance at Friday’s closing price is a gain of 0.05%. Year-to-date the shares are off 18.79%. Amazon’s one-year share price performance is a gain of 0.60%. Year-to-date the shares are off 9.02%.'
on What the decapitation of Iran means for Apple - 'If this activates covert terror groups in the US there could be consequences. Too bad we didn’t get both dictators, the pedo-orange shitbird is still breathing. With paramount merger, conservative billionaires own almost every major news and social media source. Ask CBS how that’s going. WAPO. The information is being filtered by one side.'
on This week's Apple trading strategies (3/2-3/6/26) - '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. It’s been a tumultuous start to 2026 for mega cap tech as investor interest broadens to include opportunities in markets outside the US and to other sectors of the US economy. NVIDIA (NVDA) $4.31 trillion Apple (AAPL) $3.88 trillion Alphabet (GOOG) $3.77 trillion Microsoft (MSFT) $2.92 trillion Amazon (AMZN) $2.25 trillion Taiwan Semiconductor (TSM) $1.65 trillion Meta Platforms (META) $1.64 trillion Broadcom (AVGO) $ 1.52 trillion Tesla (TSLA) $1.51 trillion Berkshire Hathaway (BRK) $1.09 trillion'
on What the decapitation of Iran means for Apple - '”Apologies for relying on a bot for this item.” Get a better bot.'
on Saturday Apple video: The structure of a Steve Jobs keynote - 'Good eyes. That was a nano second flash of an image.'


